Directory of Professional Retirement Planners

National Coverage
Local Professionals

Home > Home

Retirement Planners > Retirement Planners

Arizona Arizona

Find Retirement Planners for Retirement Planning in Arizona

While moving closer to retirement, the focus shifts to savings. However, without solid retirement planning, the transition into life after paid work ends can be confusing and can seem uncertain. At this crossroad, you would find yourself battling a few 'life' questions such as:

1. Is it the right time to retire?

2. Will I be able to lead a decent lifestyle with my current savings?

3. How much money should I withdraw from my investments so that I have enough money left in my account?

4. How to handle my 401k rollover and IRA?

A retirement planner can help you walk through this journey of planning your finances. A retirement financial planner can answer all your doubts and build financial strategies.

Among the top retirement financial planners in Arizona, we have a list of vetted experienced & certified professionals to help you find the best retirement planners for your requirements near you.

List of Qualified Retirement Planners in Arizona

David Rosenthal

Wealth Management Solutions, LLC

8550 E Shea Blvd #130

Scottsdale, AZ 85260

480-609-4334

Eric Mattingly

Treiberg Wealth Management

3573 E Sunrise Dr
Suite 115

Tucson, AZ 85718

520-232-0505

Michael Treiberg

Treiberg Wealth Management, Inc.

3573 E Sunrise Drive, Suite 115

Tucson, AZ 85718

520-232-0505

Jason Smith

Berthel Fisher Financial Services, Inc. and BFC Planning Inc

64 E Broadway Rd., Ste. 200

Tempe, AZ 85282

623-203-7003

Michelle Anthony

Modern Wealth Management

1640 East River Road, Suite 208

Tucson, AZ 85718

520-298-1900

Jeremy Kisner

Surevest Private Wealth

2425 E. Camelback Road
Ste 890

Phoenix, AZ 85016

480-272-7116

Jeffrey Wilcock

Seros Financial

2141 E. Broadway Rd.
Suite 220

Tempe, AZ 85282

480-967-1155

Jacob Vanderslik

Edelman Financial Engines, LLC

4742 N. 24th Street, Suite 270

Phoenix, AZ 85016

602-235-0099

Joe Vazquez

Wealth Management Solutions, LLC

8550 E Shea Blvd
Ste #130

Scottsdale, AZ 85260

480-609-4334

James Golichowski

Edelman Financial Engines, LLC

3100 West Ray Road, Suite 334
Suite 801

Chandler, AZ 85226

480-946-3626

Bruce Hosler

Hosler Wealth Management

8180 N. Hayden Road, Suite D203

Scottsdale, AZ 85258

480-994-7342

Blake Davelaar

Allworth Financial

6450 N Swan Road, Suite 100

Tucson, AZ 85718

520-299-5875

Thanasi Panagiotakopoulos

Life Managed

5134 N. Central Ave., Suite 101

Phoenix, AZ 85012

602-931-5043

List of Additional Retirement Planners in Arizona*

* Additional advisor listing is provided in partnership with Yext

Bridge Financial Strategies

11111 N. Scottsdale Road
Suite 205

Scottsdale, AZ 85254
480-378-2383

Allstate Personal Financial Representative: Robert McBride

2345 E Thomas Rd

Phoenix, AZ 85016
317-590-4163

Peter Choy, AIF, CRPC, CRPS - UBS Financial Services Inc.

2555 East Camelback Road
Suite 600

Phoenix, AZ 85016
602-957-5145

Anderson Financial Group

6400 E. El Dorado Circle
Ste. C-200

Tucson, AZ 85715
520-886-8686

Ana Alburquerque - Morgan Stanley

14850 N Scottsdale Rd
Suite 600

Scottsdale, AZ 85254
480-922-7911

Hamid Reza Kazemi - UBS Financial Services Inc.

4800 N Scottsdale Road
Suite 4500

Scottsdale, AZ 85251
480-922-6044

John Allanson - UBS Financial Services Inc.

2840 E. Skyline Drive
Tucson

Tucson, AZ 85718
520-748-3604

Newman's Financial Planning

480-798-9544

Backbone Financial

4900 Scottsdale Road
Suite 3700

Scottsdale, AZ 85251
480-824-4100

Blakely Walters

3333 North Hayden Road

Scottsdale, AZ 85251
480-776-5897

Allstate Personal Financial Representative: L. Ross Van Houten

4420 E Speedway Blvd
Ste 102

Tucson, AZ 85712
253-778-2299

Betsy Seligman Gometz - Morgan Stanley

14850 N Scottsdale Rd
Suite 600

Scottsdale, AZ 85254
480-922-7872

Anderson Team Financial

4600 E. Shea Boulevard
#203

Phoenix, AZ 85028
602-508-8707

Daniel E Marting - Morgan Stanley

2398 E Camelback Rd
Suite 800

Phoenix, AZ 85016
602-954-5742

Arizona Retirement Planning

8655 East Via De Ventura
Suite F-127

Scottsdale, AZ 85258
480-345-3155

Rottenstein Wealth Management and Consulting - UBS Financial Services Inc.

2840 E. Skyline Drive
Tucson

Tucson, AZ 85718
520-748-3628

PrideStaff

432 North Litchfield Road
Suite 316

Goodyear, AZ 85338
623-215-2631

Gary Bishop - Ameriprise Financial Services, LLC

16220 N Scottsdale Rd
Ste 250

Scottsdale, AZ 85254
480-922-4249

Goosehead Insurance - Casaundra Regal

6991 East Camelback Road
Suite D-300

Scottsdale, AZ 85251
480-616-2213

Goosehead Insurance - Joel Reikes

23025 N 15th Avenue
Suite 202

Phoenix, AZ 85027
480-535-1540

Goosehead Insurance - John Stodder

2266 South Dobson Road
Suite 262

Mesa, AZ 85202
480-681-6685

HomeWell Care Services

7225 N. Mona Lisa Road
Suite 204 - Mona Lisa Plaza

Tucson, AZ 85741
520-327-2555

Philip Delord - Ameriprise Financial Services, LLC

16220 N Scottsdale Rd
Ste 250

Scottsdale, AZ 85254
480-922-4206

Edward Jones - Financial Advisor: Jeff Falls

13610 N Scottsdale Rd
Suite 8

Scottsdale, AZ 85254
480-948-1028

Edward Jones - Financial Advisor: Michele Dumpert, AAMS®

522 Finnie Flat Road
Ste H

Camp Verde, AZ 86322
928-567-0821

Raintree Wealth Partners

8350 East Raintree Drive
Suite 250

Scottsdale, AZ 85260
877-717-2772

Jennifer Loson Lucovich - UBS Financial Services Inc.

4800 N Scottsdale Road
Suite 4500

Scottsdale, AZ 85251
480-443-5451

Chris L Mette - Morgan Stanley

2398 E Camelback Rd
Suite 800

Phoenix, AZ 85016
602-954-5796

William Patrick O'Connell - Ameriprise Financial Services, LLC

14274 N Northsight Blvd
Ste 100

Scottsdale, AZ 85260
480-268-2342

Niki AE Rowe - Ameriprise Financial Services, LLC

5151 E Broadway Blvd
Ste 730

Tucson, AZ 85711
520-748-2384

UBS Wealth Management Group - Southwest - UBS Financial Services Inc.

2555 East Camelback Road
Suite 600

Phoenix, AZ 85016
602-957-5152

Steven Binder - Ameriprise Financial Services, LLC

17505 N 79th Ave
Ste 102

Glendale, AZ 85308
623-594-4600

Debra Coyle - Ameriprise Financial Services, LLC

1715 E Skyline Dr
Ste 151

Tucson, AZ 85718
520-877-5600

Advantage Wealth Benefit & Retirement Services LLC

136 Grove Ave

Prescott, AZ 86301
928-925-1473

The Jamsa Group - Morgan Stanley

16155 N 83rd Ave
Suite 100

Peoria, AZ 85382
623-875-2441

Philip Pappas II - Ameriprise Financial Services, LLC

5151 E Broadway Blvd
Ste 1530

Tucson, AZ 85711
520-514-1027

Full Moon Financial

1 S. Church Avenue
Suite 2200

Tucson, AZ 85701
520-270-4306

Allstate Personal Financial Representative: Kemberly Stallings

3160 S Gilbert Rd
Ste 4

Chandler, AZ 85286
480-213-9970

Katie Whalen - Ameriprise Financial Services, LLC

6402 E Superstition Sprgs Blvd
Ste 213

Mesa, AZ 85206
480-636-3350

James Boullion - UBS Financial Services Inc.

4800 N Scottsdale Road
Suite 4500

Scottsdale, AZ 85251
480-443-5420

Michael W Butt - Morgan Stanley

14850 N Scottsdale Rd
Suite 600

Scottsdale, AZ 85254
480-368-6565

Allstate Personal Financial Representative: Mark Faber

5831 E Speedway Blvd

Tucson, AZ 85712
520-444-6771

Steven Ravnitzky - Morgan Stanley

14850 N Scottsdale Rd
Suite 600

Scottsdale, AZ 85254
480-922-7845

Thomas Sheedy McGeorge - Morgan Stanley

14850 N Scottsdale Rd
Suite 600

Scottsdale, AZ 85254
480-624-5733

Paul Malin - Morgan Stanley

2398 E Camelback Rd
Suite 800

Phoenix, AZ 85016
602-954-5756

Mike Palmer - Ameriprise Financial Services, LLC

16220 N Scottsdale Rd
Ste 250

Scottsdale, AZ 85254
480-922-4253

Jerry O'Neill - Ameriprise Financial Services, LLC

1715 E Skyline Dr
Ste 151

Tucson, AZ 85718
520-877-5603

Athena Gatan - Ameriprise Financial Services, LLC

7992 W Thunderbird Rd
Ste 110

Peoria, AZ 85381
623-972-3133

Edward Jones - Financial Advisor: Dianne S Ogden

5960 South Cooper Rd
Suite 4

Chandler, AZ 85249
480-895-3515

Eric Franz, CEPA - UBS Financial Services Inc.

2555 East Camelback Road
Suite 600

Phoenix, AZ 85016
602-957-5146

CSI Financial Group FMO

11225 N. 28th Drive
Suite C100

Phoenix, AZ 85029
888-316-6040

Goosehead Insurance - Jon Halland

9419 E. San Salvador Dr.
Suite 105B

Scottsdale, AZ 85258
480-576-2377

Steven Rabin - Ameriprise Financial Services, LLC

6402 E Superstition Sprgs Blvd
Ste 213

Mesa, AZ 85206
480-396-6040

Todd Sulzer - Ameriprise Financial Services, LLC

15396 N 83rd Ave
Bldg G-101

Peoria, AZ 85381
623-486-8440

Sally Morgan Allison - Ameriprise Financial Services, LLC

3610 N Prince Village Pl
Ste 130

Tucson, AZ 85719
520-795-1648

John D Burgraff - Morgan Stanley

14850 N Scottsdale Rd
Suite 600

Scottsdale, AZ 85254
480-368-6602

Allstate Personal Financial Representative: Anthony Martino

1901 E University Dr
Ste 301

Mesa, AZ 85203
480-464-0814

John "Jake" Sanford - Morgan Stanley

16155 N 83rd Ave
Suite 100

Peoria, AZ 85382
623-875-2438

Azterra Accounting Services

602-881-6603

Rougemont Insurance Group

16165 N 83rd Ave
#200

Peoria, AZ 85382
623-215-4139

Asset Preservation Tax & Retirement Services

11323 W Bell Rd
#301

Surprise, AZ 85378
602-449-0146

Progressive Financial Concepts

8722 E Via De Commercio
Suite 100

Scottsdale, AZ 85258
480-745-7882

Jim Parker - Ameriprise Financial Services, LLC

1201 S Alma School Rd
Ste 10000

Mesa, AZ 85210
480-833-1809

Foundation Funding LLC

260 E Raintree Dr.
Suite 205

Scottsdale, AZ 85260
623-335-2541

Simonson Wealth Management

3573 E. Sunrise Drive
#133

Tucson, AZ 85718
520-777-2415

Provident Planning, LLC

1910 S. Stapley Drive
Suite 217

Mesa, AZ 85204
480-813-2744

Alexander Mccrohan, CFP - UBS Financial Services Inc.

2840 E. Skyline Drive
Tucson

Tucson, AZ 85718
520-748-3658

Aaron M Thomas - Ameriprise Financial Services, LLC

2398 E Camelback Rd
Ste 550

Phoenix, AZ 85016
480-922-4236

NetVEST Financial LLC

9059 E. Bahia Drive

Scottsdale, AZ 85260
602-230-8222

Hynes Benefits Financial Services

2999 North 44th Street
Suite 325

Phoenix, AZ 85018
602-952-0371

Tom Brough - Capital Trust Wealth Management

7047 E. Greenway Pkwy
Suite 250

Scottsdale, AZ 85254
480-993-1100

Rosenthal Financial Services, LLC

5938 East Windstone Trail

Cave Creek, AZ 85331
480-473-3774

New York Life Insurance: Vincent J. A. Iñiguez

14850 N. Scottsdale Road
Suite 400

Scottsdale, AZ 85254
480-382-4769

The Argus Group

20325 North 51st Avenue
Suite 174

Glendale, AZ 85308
602-863-0080

Loney Financial

8747 S. Priest Drive
Suite 104

Tempe, AZ 85284
480-921-0225

LifePath Wealth Management, LLC

7333 E. Doubletree Ranch Road
Suite 120

Scottsdale, AZ 85258
480-624-0342

Preferred Financial Group, LLC

1202 E. Maryland Ave.
Ste. 1J

Phoenix, AZ 85014
602-494-0020

L.R. Patent Financial Services

141 South McCormick Street
Suite 201

Prescott, AZ 86303
877-639-0015

Navigation Retirement Group

2506 E. Vistoso Commerce Loop
Suite 180

Oro Valley, AZ 85755
520-818-7822

JNJ Wealth Management Group, LLC

3567 E. Sunrise Dr.
Suite 105

Tucson, AZ 85718
520-812-7044

STF Wealth Management

2601 East Thomas Road
Suite 135

Phoenix, AZ 85016
602-396-7840

Hallmark Financial, LLC

1610 East River Road Suite 116

Tucson, AZ 85718
520-544-0496

Pangea Wealth Management

3260 North Hayden Road
Suite 109

Scottsdale, AZ 85251
480-304-5353

Toddy & Associates

7702 East Doubletree Ranch Road
Suite 300

Scottsdale, AZ 85258
800-940-0469

Poindexter Financial Group, Inc., The Financial Coach"

1965 Commerce Center Circle
Suite D

Prescott, AZ 86301
928-443-5542

Krell Financial Group

3303 E. Baseline Road
Ste. 106

Gilbert, AZ 85234
480-345-9737

Intelligent Capitalworks

16427 N Scottsdale Rd
Suite 260

Scottsdale, AZ 85254
480-951-2900

Rick Hansen - Ameriprise Financial Services, LLC

16220 N Scottsdale Rd
Ste 250

Scottsdale, AZ 85254
480-922-4228

Stephen Bouton - Ameriprise Financial Services, LLC

16220 N Scottsdale Rd
Ste 250

Scottsdale, AZ 85254
480-922-4244

Westmark Wealth Management

5050 North 40th Street
Suite 140

Phoenix, AZ 85018
602-714-1950

J.R. Wagner - Ameriprise Financial Services, LLC

17505 N 79th Ave
Ste 102

Glendale, AZ 85308
623-594-4600

Polaris Wealth Group - Ameriprise Financial Services, LLC

15396 N 83rd Ave
Bldg G-101

Peoria, AZ 85381
623-486-8440

Eric Gill - Ameriprise Financial Services, LLC

14274 N Northsight Blvd
Ste 100

Scottsdale, AZ 85260
480-473-0376

Aaron Kurasch - Ameriprise Financial Services, LLC

16220 N Scottsdale Rd
Ste 250

Scottsdale, AZ 85254
480-922-4217

Paul Siegel - Ameriprise Financial Services, LLC

2398 E Camelback Rd
Ste 550

Phoenix, AZ 85016
480-922-4212

Andrew J Meyer - Morgan Stanley

14850 N Scottsdale Rd
Suite 600

Scottsdale, AZ 85254
480-922-7930

Premiere Retirement Planning & Wealth Management

2929 North Power Road
Suite 101

Mesa, AZ 85215
520-780-9059

Robinson & Shumaker

3567 East Sunrise Drive
Suite 119

Tucson, AZ 85718
520-393-8990

GLJ Financial

3850 East Baseline Road
Suite 121

Mesa, AZ 85206
480-892-8826

Richard L Clark - Ameriprise Financial Services, LLC

6816 E Brown Rd
Ste 101

Mesa, AZ 85207
480-264-5102

Vik Krishnaswamy - Morgan Stanley

14850 N Scottsdale Rd
Suite 600

Scottsdale, AZ 85254
480-922-7928

Cole Adamson - Morgan Stanley

14850 N Scottsdale Rd
Suite 600

Scottsdale, AZ 85254
480-922-7941

Allstate Personal Financial Representative: Tod Ross

8280 W Union Hills Dr
Ste 105a

Glendale, AZ 85308
623-974-2300

Allstate Personal Financial Representative: Marcia Kennedy

1119 E University Dr

Mesa, AZ 85203
602-531-0997

Treguboff Group - Morgan Stanley

16155 N 83rd Ave
Suite 100

Peoria, AZ 85382
623-875-2435

The Hacker Group, LLC

7047 East Greenway Parkway
Suite 250

Scottsdale, AZ 85254
800-399-4008

RK Retirement Solutions, LLC

14419 W. Via Manana

Sun City West, AZ 85375
623-233-6249

Matthew Rea - Ameriprise Financial Services, LLC

16220 N Scottsdale Rd
Ste 250

Scottsdale, AZ 85254
480-922-4222

SDV Financial Wealth Management

9943 E Bell Road
Suite 108

Scottsdale, AZ 85260
480-550-8338

Emily Stead

1702 East Highland Avenue
Suite 204

Phoenix, AZ 85016
480-881-2308

Lessard Wealth Management

7337 East Doubletree Ranch Rd
Suite 195

Scottsdale, AZ 85258
480-463-4528

Christopher J Mc Crossan - Ameriprise Financial Services, LLC

1201 S Alma School Rd
Ste 10000

Mesa, AZ 85210
480-833-1809

Karekin Girair Kaprelian - Ameriprise Financial Services, LLC

14274 N Northsight Blvd
Ste 100

Scottsdale, AZ 85260
480-473-0376

Nicholas R Hasselkus - Morgan Stanley

2398 E Camelback Rd
Suite 800

Phoenix, AZ 85016
602-954-5784

Aida Castro, MBA

1 South Church Ave
Suite 2200

Tucson, AZ 85701
520-620-5408

Bob Solis - Morgan Stanley

16155 N 83rd Ave
Suite 100

Peoria, AZ 85382
623-875-2432

Allstate Personal Financial Representative: David Morgan

29834 N Cave Creek Rd
Ste 132

Cave Creek, AZ 85331
480-419-6071

Spectrum Group - Morgan Stanley

2398 E Camelback Rd
Suite 800

Phoenix, AZ 85016
602-954-5720

Mason Haugland - Ameriprise Financial Services, LLC

5690 W Chandler Blvd
Ste 4

Chandler, AZ 85226
480-397-9800

Thomas Blanchard - Morgan Stanley

7175 N Pima Canyon Dr

Tucson, AZ 85718
520-878-1985

Miguelito Reyes

480-262-8102

AutoZone Auto Parts

19680 W Indian School Rd

Buckeye, AZ 85396
602-635-5985

KDI WealthManagement

8817 East Bell Road
Suite 202

Scottsdale, AZ 85260
928-474-4350

Impact Wealth Management - UBS Financial Services Inc.

4800 N. Scottsdale Road
Suite 4500

Scottsdale, AZ 85251
602-957-5168

Droeg Financial Services, Inc.

1839 South Alma School Road
Suite 175

Mesa, AZ 85210
480-345-6575

United Financial Center

4763 East Camp Lowell Drive

Tucson, AZ 85712
520-321-1777

Mike Lenderink - Morgan Stanley

14850 N Scottsdale Rd
Suite 600

Scottsdale, AZ 85254
480-922-7806

Justin Hill - Ameriprise Financial Services, LLC

15396 N 83rd Ave
Bldg G-101

Peoria, AZ 85381
623-486-8440

Dewey M Darwin - Ameriprise Financial Services, LLC

16220 N Scottsdale Rd
Ste 250

Scottsdale, AZ 85254
480-922-4205

Chad Stauffacher - Ameriprise Financial Services, LLC

4040 E Camelback Rd
Ste 212

Phoenix, AZ 85018
480-927-3639

Silver Birch Advisors

14362 North Frank Lloyd Wright Boulevard
Suite 1000

Scottsdale, AZ 85260
480-477-6580

Edwards Wealth Managment

7047 East Greenway Parkway
Suite 250

Scottsdale, AZ 85254
480-993-1140

Wealth Building Strategies

3017 W. Ina Rd.

Tucson, AZ 85741
520-719-1990

The Gilbert Retirement Guy

111 E Rivulon Blvd
Suite 103

Gilbert, AZ 85297
480-626-5855

Maxwell Drexler - Morgan Stanley

2398 E Camelback Rd
Suite 800

Phoenix, AZ 85016
602-954-5762

Paulette Treguboff - Morgan Stanley

16155 N 83rd Ave
Suite 100

Peoria, AZ 85382
623-875-2454

Rosen Investment Advisors

4646 East Van Buren Street
Suite 190

Phoenix, AZ 85008
602-222-5757

Affinity Wealth Advisory Group - Ameriprise Financial Services, LLC

7010 E Chauncey Ln
Ste 200

Phoenix, AZ 85054
602-923-9800

Root Assets

11135 East Golf Links Road

Tucson, AZ 85730
520-222-7225

Matt MacLean - Ameriprise Financial Services, LLC

7992 W Thunderbird Rd
Ste 110

Peoria, AZ 85381
623-388-6465

Fortress Financial Strategies

20325 North 51st Avenue
Suite 134

Glendale, AZ 85308
623-255-5180

Paul Murray - UBS Financial Services Inc.

2555 East Camelback Road
Suite 600

Phoenix, AZ 85016
602-957-5138

Sound Advice Financial Planning - David Lesnick

7075 West Bell Road
Suite 8

Glendale, AZ 85308
623-878-6470

Gilbert Thompson - UBS Financial Services Inc.

2840 E. Skyline Drive
Tucson

Tucson, AZ 85718
520-748-3621

Merlin Planning & Investment Services

1600 West University Avenue
Suite 210

Flagstaff, AZ 86001
928-226-7400

Kent R Weaver - Morgan Stanley

14850 N Scottsdale Rd
Suite 600

Scottsdale, AZ 85254
480-922-7810

Eric Hegarty - Morgan Stanley

14850 N Scottsdale Rd
Suite 600

Scottsdale, AZ 85254
480-345-4714

Morgan Stanley Financial Advisors

16155 N 83rd Ave
Suite 100

Peoria, AZ 85382
623-875-2400

Arizona Private Wealth - Ameriprise Financial Services, LLC

4040 E Camelback Rd
Ste 212

Phoenix, AZ 85018
480-927-3639

Symphony Financial Services

15022 S 40th Pl

Phoenix, AZ 85044
480-209-6420

CC Asset Management

3101 N Central Ave
Ste 730

Phoenix, AZ 85012
602-234-3122

Quantum Wealth Management

1984 North Kolb Road

Tucson, AZ 85715
520-445-8004

Rosevest Financial

7220 North 16th Street
Suite C

Phoenix, AZ 85020
480-951-5300

Plan 4 Inc.

7075 West Bell Road

Glendale, AZ 85308
623-878-6470

Fellows Tax & Financial Services, INC

8256 W Cactus Road
Suite D-132

Peoria, AZ 85381
623-979-1220

Allstate Personal Financial Representative: Chris Solomon

3160 S Gilbert Rd
Ste 4

Chandler, AZ 85286
949-910-5400

Renaissance Financial

2730 E Camelback Rd
Suite 250

Phoenix, AZ 85016
623-282-9400

The Spivak Financial Group

8160 East Butherus Drive
Suite 5

Scottsdale, AZ 85260
480-556-9931

Capital Choice

11022 North 28th Drive
Suite 170

Phoenix, AZ 85029
602-396-2741

Harding Investments & Planning

7135 East Camelback Road

Scottsdale, AZ 85251
480-205-1743

Rincon Financial Group, LLC

7469 E. Tanque Verde Road

Tucson, AZ 85715
520-200-4032

Ensign Partners

111 East Rivulon Boulevard
Suite 103

Gilbert, AZ 85295
480-626-5855

Wayne D Kandas - Ameriprise Financial Services, LLC

2398 E Camelback Rd
Ste 550

Phoenix, AZ 85016
480-922-4215

Grand Canyon Wealth Manangement

6641 S Kings Ranch Road
# 4

Gold Canyon, AZ 85118
480-590-3590

Allstate Personal Financial Representative: M. Gilbert

7749 E Florentine Rd
Ste A

Prescott Valley, AZ 86314
928-399-0459

Paradise Valley Wealth Management

5401 East Sapphire Lane

Paradise Valley, AZ 85253
480-483-3156

Cetera Investors - Kevin Hofberger

1702 East Highland Avenue
Suite 204

Phoenix, AZ 85016
602-841-2627

Financial Life Planners

10429 South 51st Street
Suite 220

Phoenix, AZ 85044
480-477-8530

Jeremy Kitamura - Ameriprise Financial Services, LLC

4040 E Camelback Rd
Ste 212

Phoenix, AZ 85018
480-927-3641

Karen Todd - Ameriprise Financial Services, LLC

3707 E Southern Ave
Ste 1026

Mesa, AZ 85206
480-351-8409

Taylor & Padgett Financial Group

1555 Plaza West Drive

Prescott, AZ 86303
928-778-0933

FocalPoint Wealth Management

20860 North Tatum Boulevard
Suite 195

Phoenix, AZ 85050
480-771-7526

Fleming Financial Services

4702 E Southern Ave

Mesa, AZ 85206
480-632-8770

Kirshner & Klarfeld Financial Group, LLC

7373 East Doubletree Ranch Road
Suite B-155

Scottsdale, AZ 85258
480-588-6356

R & D Financial Services

1136 East Harmony
Suite 203

Mesa, AZ 85204
480-491-4695

Synergistic Wealth Management

3133 West Frye Road

Chandler, AZ 85226
480-463-4357

Wise World Investment Planning

575 West Chandler Boulevard
Suite 220

Chandler, AZ 85225
480-890-0100

Lincoln Financial Group: Ed Janulis

8518 W Deer Valley Rd
Suite 105

Peoria, AZ 85382
623-977-8300

Tom Nguyen - Morgan Stanley

16155 N 83rd Ave
Suite 100

Peoria, AZ 85382
623-875-2405

Allstate Personal Financial Representative: Frank Perri

2410 W Ray Rd
Ste 3

Chandler, AZ 85224
480-899-6803

SJI Financial Services

7481 E Broadway Blvd.

Tucson, AZ 85710
520-326-6133

WJ Wealth Management

18275 North 59th Avenue
Suite B-112

Glendale, AZ 85308
602-942-1321

Wilde Wealth Management Group, Inc.

7025 North Scottsdale Road
Suite 115

Scottsdale, AZ 85253
480-361-6203

OneAZ Wealth Management

2355 West Pinnacle Peak Road

Phoenix, AZ 85027
877-566-0517

Ramon Francis, #RamonLoans

4500 S. Lakeshore Dr. #339

Tempe, AZ 85282
480-628-7341

Rayhons Financial Solutions

3335 E Baseline Rd, Gilbert, AZ 85234
Suite C

Gilbert, AZ 85234
480-507-2425

Przewlocki Horvath

2030 East Speedway Road
Suite 220

Tucson, AZ 85719
520-326-8950

DFG Consultants, LLC

1 South Church Avenue
Suite 1200

Tucson, AZ 85701
520-448-5228

Tom Taylor - Morgan Stanley

7175 N Pima Canyon Dr

Tucson, AZ 85718
520-745-7018

Nicholas Vincent Favia - Morgan Stanley

14850 N Scottsdale Rd
Suite 600

Scottsdale, AZ 85254
480-922-7995

Ellish Wealth Management - Ameriprise Financial Services, LLC

5701 W Talavi Blvd
Ste 155

Glendale, AZ 85306
623-308-2000

Chuck Smith - Ameriprise Financial Services, LLC

6402 E Superstition Sprgs Blvd
Ste 213

Mesa, AZ 85206
480-545-8390

Michael Keahon - Ameriprise Financial Services, LLC

4040 E Camelback Rd
Ste 212

Phoenix, AZ 85018
480-758-4239

First Command Financial Advisor - Bruce Ellwein

5920 E Pima Street
Ste 130

Tucson, AZ 85712
520-886-4068

Allstate Personal Financial Representative: Steven Hite

645 E Speedway Blvd

Tucson, AZ 85705
520-235-7276

First Command Financial Advisor - Bryce Maxson

17505 N 79th Ave
Suite 303

Glendale, AZ 85308
623-218-6251

Allstate Personal Financial Representative: Douglas Roper

3400 E Speedway Blvd
Ste 202

Tucson, AZ 85716
520-275-9288

Joseph DeMichele - UBS Financial Services Inc.

2555 East Camelback Road
Suite 600

Phoenix, AZ 85016
602-957-5168

Beth Vance - Ameriprise Financial Services, LLC

5151 E Broadway Blvd
Ste 730

Tucson, AZ 85711
520-748-2384

Stephen Patrick Harnden - Ameriprise Financial Services, LLC

7992 W Thunderbird Rd
Ste 110

Peoria, AZ 85381
623-972-3133

John Erickson - Ameriprise Financial Services, LLC

6402 E Superstition Sprgs Blvd
Ste 213

Mesa, AZ 85206
480-396-6028

Allstate Personal Financial Representative: Jamie Arkin

4915 W Bell Rd

Glendale, AZ 85308
623-693-6877

Nick Dyer - Ameriprise Financial Services, LLC

8722 E Via De Commercio
Ste 200

Scottsdale, AZ 85258
480-788-4891

McKinley Griffith - Morgan Stanley

7175 N Pima Canyon Dr

Tucson, AZ 85718
520-519-2301

Tammy Escobar-Miller - Morgan Stanley

14850 N Scottsdale Rd
Suite 600

Scottsdale, AZ 85254
480-922-7853

Holton & Kosanke Wealth Management, LLC

8427 North Mountain Stone Pine Way

Tucson, AZ 85743
503-756-0113

Marshall J Campbell - Morgan Stanley

2398 E Camelback Rd
Suite 800

Phoenix, AZ 85016
602-954-5792

Laurence Lof Financial Advisors

4757 E Camp Lowell Dr

Tucson, AZ 85712
520-881-2523

First Command Financial Advisor - Mike Holley

333 W. Wilcox Dr
Ste 100

Sierra Vista, AZ 85635
520-335-1200

First Command Financial Advisor - Johnny Hernandez

17505 N 79th Ave
Suite 303

Glendale, AZ 85308
623-218-6251

Steven Kreutzberg - Ameriprise Financial Services, LLC

17505 N 79th Ave
Ste 102

Glendale, AZ 85308
623-594-4600

Craig Scrimpshire - Ameriprise Financial Services, LLC

5690 W Chandler Blvd
Ste 4

Chandler, AZ 85226
480-264-5104

Craig Nochumson

6979 E Broadway Blvd
#127

Tucson, AZ 85710
520-268-9015

The Pinnacle Group - UBS Financial Services Inc.

4800 N Scottsdale Road
Suite 4500

Scottsdale, AZ 85251
480-443-5474

Javier Hernandez

480-262-8102

Darren Desmond, CFP - UBS Financial Services Inc.

2555 East Camelback Road
Suite 600

Phoenix, AZ 85016
602-957-5184

Zakie Gardezy

8601 N Scottsdale Rd
Suite 100

Scottsdale, AZ 85253
602-706-5480

First Command Financial Advisor - Tim Trimmell

17505 N 79th Ave
Suite 303

Glendale, AZ 85308
623-218-6251

First Command Financial Advisor - Jason Gustavson

17505 N 79th Ave
Suite 303

Glendale, AZ 85308
623-218-6251

Allstate Personal Financial Representative: Keith Kellett

4710 E Falcon Dr
Ste 111

Mesa, AZ 85215
480-326-0637

First Command Financial Advisor - Justin Pollock

17505 N 79th Ave
Suite 303

Glendale, AZ 85308
623-218-6251

Charles Palacios - Ameriprise Financial Services, LLC

14274 N Northsight Blvd
Ste 100

Scottsdale, AZ 85260
480-473-0376

Brian S Kordansky - Morgan Stanley

2398 E Camelback Rd
Suite 800

Phoenix, AZ 85016
602-954-5770

First Command Financial Advisor - Courtney Seely

4400 E Broadway
Suite 702

Tucson, AZ 85711
520-829-5824

Carlos Hidalgo - Gateway Mortgage Group

8355 E. Hartford Dr.
Ste. 207

Scottsdale, AZ 85255
480-257-1670

Nicholas Cipriano - Morgan Stanley

2398 E Camelback Rd
Suite 800

Phoenix, AZ 85016
602-954-5752

Marcella Lees - Ameriprise Financial Services, LLC

16220 N Scottsdale Rd
Ste 250

Scottsdale, AZ 85254
480-922-4213

Steve Schulte - Ameriprise Financial Services, LLC

3150 S Catalina Dr
Ste 4

Yuma, AZ 85364
928-726-9536

Allstate Personal Financial Representative: Carrie Vidamo

1560 W Warner Rd
Ste 201

Gilbert, AZ 85233
623-229-9748

Kevin Golden - Ameriprise Financial Services, LLC

4040 E Camelback Rd
Ste 212

Phoenix, AZ 85018
480-927-3640

Mitchell/AbdyTeam - UBS Financial Services Inc.

2840 E. Skyline Drive
Tucson

Tucson, AZ 85718
520-748-3612

Bailey Wealth Management - UBS Financial Services Inc.

4800 N Scottsdale Road
Suite 4500

Scottsdale, AZ 85251
480-443-5408

Sheri Martin - UBS Financial Services Inc.

2555 East Camelback Road
Suite 600

Phoenix, AZ 85016
602-957-5105

Renae E Smith - Ameriprise Financial Services, LLC

4720 W Maverick Ln
Ste 105

Lakeside, AZ 85929
928-368-4090

Ed Koven - Ameriprise Financial Services, LLC

1715 E Skyline Dr
Ste 151

Tucson, AZ 85718
520-877-5636

Sarinya Jackie Phillips - Morgan Stanley

7175 N Pima Canyon Dr

Tucson, AZ 85718
520-519-2315

Tracy L Adamczyk - Ameriprise Financial Services, LLC

14274 N Northsight Blvd
Ste 100

Scottsdale, AZ 85260
480-268-2323

Brent Flading - Ameriprise Financial Services, LLC

1715 E Skyline Dr
Ste 151

Tucson, AZ 85718
520-877-5622

Tyson Tibshraeny - UBS Financial Services Inc.

2555 East Camelback Road
Suite 600

Phoenix, AZ 85016
602-957-5155

Rene Espinoza - Ameriprise Financial Services, LLC

4450 S Rural Rd
Ste A140

Tempe, AZ 85282
480-730-8700

Amy J Wolken - Ameriprise Financial Services, LLC

400 W Fry Blvd
Ste 7

Sierra Vista, AZ 85635
520-459-1652

Lincoln Investment

5016 South Ash Avenue
Suite 103

Tempe, AZ 85282
877-469-7377

Carlos D. Ruiz Pacheco

408-500-5159

CardConnect Paradise

2929 N 44th St
Ste 220

Phoenix, AZ 85018
480-970-5558

Terry Wengert

480-528-6664

D. F. Rick Speidel - Ameriprise Financial Services, LLC

16220 N Scottsdale Rd
Ste 250

Scottsdale, AZ 85254
480-922-4229

Ken Johnston - Ameriprise Financial Services, LLC

15396 N 83rd Ave
Bldg G-101

Peoria, AZ 85381
623-486-8440

Wert Wealth Management - UBS Financial Services Inc.

4800 N Scottsdale Road
Suite 4500

Scottsdale, AZ 85251
480-443-5435

Brian Leinbach - Ameriprise Financial Services, LLC

6751 N Sunset Blvd
Ste 320

Glendale, AZ 85305
623-207-7760

Todd Smith - Ameriprise Financial Services, LLC

1715 E Skyline Dr
Ste 151

Tucson, AZ 85718
520-877-5600

REI Co-op Adventure Center Arizona

17465 N 93rd Street

Scottsdale, AZ 85255
480-945-2881

Jason Wiseman

480-262-8102

Safeguard Estate and Financial

1405 N Hayden Rd
101

Scottsdale, AZ 85257
480-842-5000

Todd R Pfutzenreuter - Ameriprise Financial Services, LLC

14274 N Northsight Blvd
Ste 100

Scottsdale, AZ 85260
480-473-0376

Allstate Personal Financial Representative: Alan Zorne

3690 S Estrella Pkwy
Ste 107

Goodyear, AZ 85338
602-370-1886

Kandas Financial Group - Ameriprise Financial Services, LLC

2398 E Camelback Rd
Ste 550

Phoenix, AZ 85016
480-922-4215

Stephen Lomsdalen - Ameriprise Financial Services, LLC

16220 N Scottsdale Rd
Ste 250

Scottsdale, AZ 85254
480-922-4220

Allstate Personal Financial Representative: Arthur Warschaw

985 W Chandler Hghts Rd
Ste 3

Chandler, AZ 85248
480-477-7511

Allstate Personal Financial Representative: Mark Markham

34225 N 27th Dr
Ste 108

Phoenix, AZ 85085
480-946-6543

McCrossan & Associates - Ameriprise Financial Services, LLC

1201 S Alma School Rd
Ste 10000

Mesa, AZ 85210
480-833-1809

Lance P Eaton - Morgan Stanley

2398 E Camelback Rd
Suite 800

Phoenix, AZ 85016
602-954-5746

Allstate Personal Financial Representative: Bryce Williams

16674 N 91st St
Ste 107d

Scottsdale, AZ 85260
775-848-7575

Alexander T Schneebacher - Ameriprise Financial Services, LLC

6909 E Greenway Pkwy
Ste 245

Scottsdale, AZ 85254
602-794-1105

Allstate Personal Financial Representative: Ronald Wilson

7385 S Houghton Rd
Ste 125

Tucson, AZ 85747
520-370-6553

Michael Choy - UBS Financial Services Inc.

2555 East Camelback Road
Suite 600

Phoenix, AZ 85016
602-957-5157

Rob Lenz - Morgan Stanley

14850 N Scottsdale Rd
Suite 600

Scottsdale, AZ 85254
480-368-6588

John W Cheang - Ameriprise Financial Services, LLC

16220 N Scottsdale Rd
Ste 250

Scottsdale, AZ 85254
480-922-4227

Allstate Personal Financial Representative: LaToiya Hood

3508 N 7th St
Ste 115

Phoenix, AZ 85014
602-435-2694

Mary White - Ameriprise Financial Services, LLC

1715 E Skyline Dr
Ste 151

Tucson, AZ 85718
520-877-5600

Tim Bryan - Ameriprise Financial Services, LLC

2398 E Camelback Rd
Ste 550

Phoenix, AZ 85016
480-922-4290

Brian Dobbins - Ameriprise Financial Services, LLC

6909 E Greenway Pkwy
Ste 245

Scottsdale, AZ 85254
602-794-0191

Renee Hanson - Ameriprise Financial Services, LLC

7010 E Chauncey Ln
Ste 200

Phoenix, AZ 85054
602-923-9800

Andrew Ruboyianes, CFP - UBS Financial Services Inc.

2840 E. Skyline Drive
Tucson

Tucson, AZ 85718
520-748-3659

Sandra Kramer - Ameriprise Financial Services, LLC

14274 N Northsight Blvd
Ste 100

Scottsdale, AZ 85260
480-473-0376

Lawrence Fann - UBS Financial Services Inc.

2555 East Camelback Road
Suite 600

Phoenix, AZ 85016
602-957-5195

Michael Vukonich - Ameriprise Financial Services, LLC

4450 S Rural Rd
Ste A140

Tempe, AZ 85282
480-897-8667

Paul Altobelli - Ameriprise Financial Services, LLC

1715 E Skyline Dr
Ste 151

Tucson, AZ 85718
520-877-5644

Intelligence Driven Advisers

14646 N Kierland Blvd
125

Scottsdale, AZ 85254
888-401-2083

Sarah Schmidt - Ameriprise Financial Services, LLC

14274 N Northsight Blvd
Ste 100

Scottsdale, AZ 85260
480-473-0376

Craig Landers - Ameriprise Financial Services, LLC

15396 N 83rd Ave
Bldg G-101

Peoria, AZ 85381
623-486-8440

Joseph Barkat - Ameriprise Financial Services, LLC

6402 E Superstition Sprgs Blvd
Ste 213

Mesa, AZ 85206
480-641-9188

Rick Martinez - Ameriprise Financial Services, LLC

4450 S Rural Rd
Ste A140

Tempe, AZ 85282
480-755-3399

Legacy Advisors Arizona, LLC

8767 East Vía de Ventura
Suite 100A

Scottsdale, AZ 85258
480-292-8116

First Command Financial Advisor - Amy Marsh

4400 E Broadway
Suite 702

Tucson, AZ 85711
520-829-5824

Michael Metts - Morgan Stanley

14850 N Scottsdale Rd
Suite 600

Scottsdale, AZ 85254
480-922-7881

Jeffrey Ellish - Ameriprise Financial Services, LLC

5701 W Talavi Blvd
Ste 155

Glendale, AZ 85306
623-308-2000

Watts Gwilliam & Company

2730 S. Val Vista Dr.
Ste 124

Gilbert, AZ 85295
480-889-8998

Allstate Personal Financial Representative: Michael Franzen

9568 E Golf Links Rd

Tucson, AZ 85730
520-870-9103

Ross D. Pearlman - Morgan Stanley

14850 N Scottsdale Rd
Suite 600

Scottsdale, AZ 85254
480-345-4756

The Chacopulos Group - Morgan Stanley

14850 N Scottsdale Rd
Suite 600

Scottsdale, AZ 85254
480-922-7936

Clotilda Chinyanya - Morgan Stanley

14850 N Scottsdale Rd
Suite 600

Scottsdale, AZ 85254
480-922-7941

Gateway Capital Management

7695 E. Manana Drive

Scottsdale, AZ 85255
480-266-7536

Lee Cooper - Ameriprise Financial Services, LLC

5055 E Broadway Blvd
Ste D201

Tucson, AZ 85711
520-777-1371

Wert Wealth Management - UBS Financial Services Inc.

4800 N Scottsdale Road
Suite 4500

Scottsdale, AZ 85251
480-443-5454

Stanton Dwight - Ameriprise Financial Services, LLC

16220 N Scottsdale Rd
Ste 250

Scottsdale, AZ 85254
480-922-4207

Paul Marsillo - Morgan Stanley

14850 N Scottsdale Rd
Suite 600

Scottsdale, AZ 85254
480-368-6563

Steven Applegate - Morgan Stanley

16155 N 83rd Ave
Suite 100

Peoria, AZ 85382
623-875-2406

Robin McGeorge - Morgan Stanley

7175 N Pima Canyon Dr

Tucson, AZ 85718
520-519-2329

The CNS Group - Morgan Stanley

14850 N Scottsdale Rd
Suite 600

Scottsdale, AZ 85254
480-922-7863

Nayan Ranchhod - Ameriprise Financial Services, LLC

16220 N Scottsdale Rd
Ste 250

Scottsdale, AZ 85254
480-922-4234

Morgan Stanley Financial Advisors

7175 N Pima Canyon Dr

Tucson, AZ 85718
520-519-2300

Scott A Pfotenhauer - Morgan Stanley

14850 N Scottsdale Rd
Suite 600

Scottsdale, AZ 85254
480-345-4717

Eric Burns - Morgan Stanley

14850 N Scottsdale Rd
Suite 600

Scottsdale, AZ 85254
480-345-4707

Terese Anne Loscalzo - Morgan Stanley

7175 N Pima Canyon Dr

Tucson, AZ 85718
520-519-2309

Ascendant Financial Solutions

809 W. Riordan Road
Suite 104

Flagstaff, AZ 86001
928-774-9598

Cradlestone Wealth Services

3654 N Power Rd
144

Mesa, AZ 85215
480-505-0233

Josh Winston - Ameriprise Financial Services, LLC

16220 N Scottsdale Rd
Ste 250

Scottsdale, AZ 85254
480-922-4211

Aishwarya Adyanthaya - Morgan Stanley

2398 E Camelback Rd
Suite 800

Phoenix, AZ 85016
602-954-5728

First Command Financial Advisor - Carl Alvarez

17505 N 79th Ave
Suite 303

Glendale, AZ 85308
623-218-6251

First Command Financial Advisor - Chris Hughes

6991 East Camelback Rd.
Ste D-300

Scottsdale, AZ 85251
480-386-7005

The Pusch Peak Group - Morgan Stanley

7175 N Pima Canyon Dr

Tucson, AZ 85718
520-878-1988

James F Tighe - Morgan Stanley

2398 E Camelback Rd
Suite 800

Phoenix, AZ 85016
602-954-5711

First Command Financial Advisor - Alan Altherr

17505 N 79th Ave
Suite 303

Glendale, AZ 85308
623-218-6251

Ted Horowitz - Ameriprise Financial Services, LLC

16220 N Scottsdale Rd
Ste 250

Scottsdale, AZ 85254
623-687-2611

Dong Choi - Ameriprise Financial Services, LLC

6402 E Superstition Sprgs Blvd
Ste 213

Mesa, AZ 85206
650-226-2105

Jeffrey Adams - UBS Financial Services Inc.

4800 N Scottsdale Road
Suite 4500

Scottsdale, AZ 85251
858-947-7131

Allstate Personal Financial Representative: Glenda Donley

2301 W Sr 89A
Ste 103

Sedona, AZ 86336
928-282-9226

Jason Ayala - Ameriprise Financial Services, LLC

14500 N Northsight Blvd
Ste 213

Scottsdale, AZ 85260
602-825-3212

Stephen T Hester - Ameriprise Financial Services, LLC

5000 E Mediterranean Dr
Ste A

Sierra Vista, AZ 85635
520-452-9988

Kevin L Ehlers - Ameriprise Financial Services, LLC

15396 N 83rd Ave
Bldg G-101

Peoria, AZ 85381
623-486-8440

Scottsdale, AZ Branch Office - UBS Financial Services Inc.

4800 N Scottsdale Road
Suite 4500

Scottsdale, AZ 85251
480-443-5400

Richard Schneider - UBS Financial Services Inc.

4800 N Scottsdale Road
Suite 4500

Scottsdale, AZ 85251
480-443-5466

Gerard Freeh - UBS Financial Services Inc.

2840 E. Skyline Drive
Tucson

Tucson, AZ 85718
520-748-3671

Troy Corbridge - Morgan Stanley

14850 N Scottsdale Rd
Suite 600

Scottsdale, AZ 85254
480-922-7966

Robert Lehnhardt, CFP - UBS Financial Services Inc.

2840 E. Skyline Drive
Tucson

Tucson, AZ 85718
520-748-3632

Healthcare Community Financial Group - UBS Financial Services Inc.

4800 N Scottsdale Road
Suite 4500

Scottsdale, AZ 85251
480-922-6045

Chris Stocks - Morgan Stanley

14850 N Scottsdale Rd
Suite 600

Scottsdale, AZ 85254
480-922-7900

Christopher Travelle - Morgan Stanley

14850 N Scottsdale Rd
Suite 600

Scottsdale, AZ 85254
480-922-7879

Mary Reha | MLR Professional Tax and Accounting Services

2440 N Litchfield Rd
Suite 210

Goodyear, AZ 85395
623-505-7141

Aaron Rottenstein, CFP - UBS Financial Services Inc.

2840 E. Skyline Drive
Tucson

Tucson, AZ 85718
520-748-3628

William Sobers, CRPS - UBS Financial Services Inc.

2555 East Camelback Road
Suite 600

Phoenix, AZ 85016
602-667-8113

Matthew Meyer - UBS Financial Services Inc.

2840 E. Skyline Drive
Tucson

Tucson, AZ 85718
520-748-3615

Mark Shultz - UBS Financial Services Inc.

4800 N Scottsdale Road
Suite 4500

Scottsdale, AZ 85251
480-443-5476

Pope & Watson Financial Group - UBS Financial Services Inc.

4800 N Scottsdale Road
Suite 4500

Scottsdale, AZ 85251
480-922-6010

Phoenix Wealth Management - UBS Financial Services Inc.

2555 East Camelback Road
Suite 600

Phoenix, AZ 85016
602-667-8149

Nick James Polydoros, CFP - UBS Financial Services Inc.

4800 N Scottsdale Road
Suite 4500

Scottsdale, AZ 85251
480-443-5416

Insight Partners Wealth Management - UBS Financial Services Inc.

2555 East Camelback Road
Suite 600

Phoenix, AZ 85016
602-667-8102

Justin Low - UBS Financial Services Inc.

2555 East Camelback Road
Suite 600

Phoenix, AZ 85016
602-957-5134

Jon Gabrielson, CIMA, PMP - UBS Financial Services Inc.

2555 East Camelback Road
Suite 600

Phoenix, AZ 85016
602-957-5135

Theresa Campbell Thorson, CFP, CIMA - UBS Financial Services Inc.

2840 E. Skyline Drive
Tucson

Tucson, AZ 85718
520-748-3629

James Ruboyianes - UBS Financial Services Inc.

2840 E. Skyline Drive
Tucson

Tucson, AZ 85718
520-748-3636

Lester Mayes, Jr. - UBS Financial Services Inc.

2555 E. Camelback Rd.
Suite 600

Phoenix, AZ 85016
602-957-5167

UBS Institutional Consulting Group - Southwest - UBS Financial Services Inc.

2555 East Camelback Road
Suite 600

Phoenix, AZ 85016
602-957-5152

The Martin Group - UBS Financial Services Inc.

2555 East Camelback Road
Suite 600

Phoenix, AZ 85016
602-957-5105

Jonathon Paul - Morgan Stanley

2398 E Camelback Rd
Suite 800

Phoenix, AZ 85016
602-954-5729

DeMichele Wealth Management - UBS Financial Services Inc.

2555 East Camelback Road
Suite 600

Phoenix, AZ 85016
602-957-5168

Chip McLaughlin - Morgan Stanley

7175 N Pima Canyon Dr

Tucson, AZ 85718
520-519-2339

Bennie Schmidt - Ameriprise Financial Services, LLC

4630 E Indian School Rd

Phoenix, AZ 85018
602-840-1888

David Ambrose Pozniak - UBS Financial Services Inc.

2555 East Camelback Road
Suite 600

Phoenix, AZ 85016
602-957-5151

Garrett Smith - Ameriprise Financial Services, LLC

5055 E Broadway Blvd
Ste D201

Tucson, AZ 85711
520-514-6000

Jennifer Pope - UBS Financial Services Inc.

4800 N Scottsdale Road
Suite 4500

Scottsdale, AZ 85251
480-443-5428

Carl Anderson - Ameriprise Financial Services, LLC

16220 N Scottsdale Rd
Ste 250

Scottsdale, AZ 85254
480-922-4200

Anthony Esguerra - Morgan Stanley

16155 N 83rd Ave
Suite 100

Peoria, AZ 85382
623-875-2422

Michael Doubleday - UBS Financial Services Inc.

2555 East Camelback Road
Suite 600

Phoenix, AZ 85016
602-667-8115

Moyer Wealth Management - UBS Financial Services Inc.

4800 N Scottsdale Road
Suite 4500

Scottsdale, AZ 85251
480-443-5450

Adara Wealth Management

205 W. Giaconda Way
Suite 115

Tucson, AZ 85704
520-467-5506

Robert Burns - UBS Financial Services Inc.

2840 E. Skyline Drive
Tucson

Tucson, AZ 85718
520-748-3673

Lomsdalen Wealth Management - Ameriprise Financial Services, LLC

16220 N Scottsdale Rd
Ste 250

Scottsdale, AZ 85254
480-922-4220

Watermark Wealth Strategies

2151 E Pecos Rd
Suite #3

Chandler, AZ 85225
480-464-9300

Scott Watson, CFP - UBS Financial Services Inc.

4800 N Scottsdale Road
Suite 4500

Scottsdale, AZ 85251
480-922-6010

Stifel | Dale Lewis

2801 East Camelback Road
Suite 300

Phoenix, AZ 85016
602-952-2500

Ryan Freberg - UBS Financial Services Inc.

2555 East Camelback Road
Suite 600

Phoenix, AZ 85016
602-957-5186

Brandon Rose - Morgan Stanley

2398 E Camelback Rd
Suite 800

Phoenix, AZ 85016
602-954-5727

Ronald Diaz - Morgan Stanley

7175 N Pima Canyon Dr

Tucson, AZ 85718
520-519-2308

Tucson, AZ Branch Office - UBS Financial Services Inc.

2840 E. Skyline Drive
Suite 200

Tucson, AZ 85718
520-748-3617

Scott Murray - UBS Financial Services Inc.

2555 East Camelback Road
Suite 600

Phoenix, AZ 85016
602-957-5143

Owen Sweeney, Jr., CIMA, CPWA - UBS Financial Services Inc.

4800 N Scottsdale Road
Suite 4500

Scottsdale, AZ 85251
480-443-5442

Phoenix, AZ Branch Office - UBS Financial Services Inc.

2555 E. Camelback Rd.
Suite 600

Phoenix, AZ 85016
602-957-5126

The Gustafson Group - UBS Financial Services Inc.

2555 East Camelback Road
Suite 600

Phoenix, AZ 85016
602-667-8146

Blake Rorbach - UBS Financial Services Inc.

2555 East Camelback Road
Suite 600

Phoenix, AZ 85016
602-957-5128

Smith Wealth Management Group - UBS Financial Services Inc.

2555 East Camelback Road
Suite 600

Phoenix, AZ 85016
602-957-5166

Carole A Hall - Morgan Stanley

14850 N Scottsdale Rd
Suite 600

Scottsdale, AZ 85254
480-368-6557

Edward T Gesten - Morgan Stanley

14850 N Scottsdale Rd
Suite 600

Scottsdale, AZ 85254
480-368-6523

Kyle Backus - Morgan Stanley

2398 E Camelback Rd
Suite 800

Phoenix, AZ 85016
602-954-5738