Safeguard Estate and Financial are your go-to financial consultants in Scottsdale, AZ, for all things wills, trusts, and more. We prepare all documents in-house and have an inviting, friendly environment. Each customer will receive the guidance of both our estate planning agency and an attorney who will complete the process. We see clients through from start to finish so that... Read More about Safeguard Estate and Financial

For 40 years, Mercer Advisors has called Arizona home. Most of our Scottsdale advisors were born and raised here, and love providing our clients a local office feel — with the resources of a national firm. Deep experience with: Medical professionals, entrepreneurs, tech leaders, real estate professionals, and engineers. Specialized solutions include: Real estate wealth, multi-generational succession planning, concentrated stock... Read More about Mercer Advisors - Scottsdale

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Setting goals for your financial future is important. Of course, with unpredictable markets and the unexpected twists and turns that come with life, getting to those goals can sometimes feel difficult. As an Ameriprise financial advisor serving clients in the Phoenix, AZ area, Renee Hanson will take the time to understand you and your goals, as well as those changing... Read More about Renee Hanson - Private Wealth Advisor, Ameriprise Financial Services, LLC

Rockefeller Global Family Office is a premier advisory firm that redefines and elevates the financial services experience to help empower individuals, families, institutions, and corporations to realize their aspirations and achieve their most important goals. Redefining what it means to navigate family and wealth, based out of Scottsdale, AZ.

Setting goals for your financial future is important. Of course, with unpredictable markets and the unexpected twists and turns that come with life, getting to those goals can sometimes feel difficult. As an Ameriprise financial advisor serving clients in the Scottsdale, AZ area, Kevin L Ehlers will take the time to understand you and your goals, as well as those... Read More about Kevin L Ehlers - Private Wealth Advisor, Ameriprise Financial Services, LLC

Setting goals for your financial future is important. Of course, with unpredictable markets and the unexpected twists and turns that come with life, getting to those goals can sometimes feel difficult. As an Ameriprise financial advisor serving clients in the Scottsdale, AZ area, Daniel Bertolet will take the time to understand you and your goals, as well as those changing... Read More about Daniel Bertolet - Financial Advisor, Ameriprise Financial Services, LLC

Thrivent is a membership-owned holistic financial services organization that believes money is a tool, not a goal. Brian Ginter is committed to providing financial advice, investments, insurance, banking, and generosity programs to help people in Scottsdale, AZ make the most of all they've been given. This page is not intended for communications between you and Thrivent, its representatives or affiliates.... Read More about Brian Ginter - Thrivent

Setting goals for your financial future is important. Of course, with unpredictable markets and the unexpected twists and turns that come with life, getting to those goals can sometimes feel difficult. As an Ameriprise financial advisor serving clients in the Scottsdale, AZ area, Katie Whalen will take the time to understand you and your goals, as well as those changing... Read More about Katie Whalen - Private Wealth Advisor, Ameriprise Financial Services, LLC

Launched in 1984 and providing customized financial planning and investment solutions ever since, Kayne Anderson Rudnick’s wealth management team’s commitment to high-quality investments that has remained at the core of our approach since our firm was first founded by Richard Kayne, John Anderson, and Allan Rudnick. When one considers our portfolio history and our 97% client retention rate, it should... Read More about Kayne Anderson Rudnick

Savant Wealth Management’s Scottsdale team provides fiduciary, fee-only financial guidance to individuals, families, and business owners. Our advisors offer perspective across financial planning, investment strategy, and retirement considerations, with a focus on long-term priorities and informed choices. Savant Wealth Management (“Savant”) is an SEC registered investment adviser headquartered in Rockford, Illinois. Past performance is not indicative of future results. Different... Read More about Savant Wealth Management

Setting goals for your financial future is important. Of course, with unpredictable markets and the unexpected twists and turns that come with life, getting to those goals can sometimes feel difficult. As an Ameriprise financial advisor serving clients in the Scottsdale, AZ area, Scott Lorenzen will take the time to understand you and your goals, as well as those changing... Read More about Scott Lorenzen - Financial Advisor, Ameriprise Financial Services, LLC

Thrivent is a membership-owned holistic financial services organization that believes money is a tool, not a goal. Brian Brooks is committed to providing financial advice, investments, insurance, banking, and generosity programs to help people in Scottsdale, AZ make the most of all they've been given. This page is not intended for communications between you and Thrivent, its representatives or affiliates.... Read More about Brian Brooks - Thrivent

Equitable Advisors is committed to providing meaningful financial advice and services to our clients. As a strong and growing wealth management firm with over 4,500 financial professionals and more than $240 billion in assets under management and administration (as of December 31, 2026), we bring the same insight and empathy to our relationship with our financial professionals. Our supported independence... Read More about Equitable Advisors

Setting goals for your financial future is important. Of course, with unpredictable markets and the unexpected twists and turns that come with life, getting to those goals can sometimes feel difficult. As an Ameriprise financial advisor serving clients in the Scottsdale, AZ area, Nicholas M Fisher will take the time to understand you and your goals, as well as those... Read More about Nicholas M Fisher - Financial Advisor, Ameriprise Financial Services, LLC

Thrivent is a membership-owned holistic financial services organization that believes money is a tool, not a goal. Nolan Brooks is committed to providing financial advice, investments, insurance, banking, and generosity programs to help people in Scottsdale, AZ make the most of all they've been given. This page is not intended for communications between you and Thrivent, its representatives or affiliates.... Read More about Nolan Brooks - Thrivent

Setting goals for your financial future is important. Of course, with unpredictable markets and the unexpected twists and turns that come with life, getting to those goals can sometimes feel difficult. As an Ameriprise financial advisor serving clients in the Scottsdale, AZ area, Erik Woods will take the time to understand you and your goals, as well as those changing... Read More about Erik Woods - Registered Practice Associate, Ameriprise Financial Services, LLC

We are a team of financial advisors, CFPs®, CPAs, financial planners and administrative professionals with branch offices located around the country. We specialize in holistic customized financial planning including retirement income planning, investment management, tax planning and strategy, estate planning, college planning, among many other financial services. Our purpose is to help our clients navigate the path to a better,... Read More about Summit Wealth Group

Access to a wealth of knowledge and solutions.