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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

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Bruce Hosler

Hosler Wealth Management

8180 N. Hayden Road, Suite D203

Scottsdale, AZ 85258

480-994-7342

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James A Rosebrough Jr

Strategic Financial Group

2028 E Gondola Lane

Gilbert, AZ 85234

480-276-0805

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James A Rosebrough Jr

Strategic Financial Group

2028 E Gondola Lane

Gilbert, AZ 85234

480-276-0805

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Jeffrey Wilcock

Seros Financial

2141 E. Broadway Rd.
Suite 220

Tempe, AZ 85282

480-967-1155

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Joseph Weber

Integrated Financial Solutions, PLLC

7650 S. McClintock Dr

Tempe, AZ 85284

480-634-1111

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Michelle Anthony

Modern Wealth Management

1640 East River Road, Suite 208

Tucson, AZ 85718

520-298-1900

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Scott Cadieux

Echelon Private Wealth, LLC

7047 E Greenway Parkway
Suite 250

Scottsdale, AZ 85254

602-922-9998

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Thanasi Panagiotakopoulos

Life Managed

5134 N. Central Ave., Suite 101

Phoenix, AZ 85012

602-931-5043

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Blake Davelaar

Allworth Financial

6450 N Swan Road, Suite 100

Tucson, AZ 85718

888-242-6766

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Jacob Vanderslik

Edelman Financial Engines, LLC

4742 N. 24th Street, Suite 270

Phoenix, AZ 85016

602-553-2024

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James Golichowski

Edelman Financial Engines, LLC

3100 West Ray Road, Suite 334
Suite 801

Chandler, AZ 85226

480-946-3626

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Jeremy Kisner

Surevest Private Wealth

2425 E. Camelback Road
Ste 890

Phoenix, AZ 85016

480-272-7116

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Eric Mattingly

Treiberg Wealth Management

3573 E Sunrise Dr
Suite 115

Tucson, AZ 85718

520-232-0505

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Michael Treiberg

Treiberg Wealth Management, Inc.

3573 E Sunrise Drive, Suite 115

Tucson, AZ 85718

520-232-0505

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Jason Smith

Berthel Fisher Financial Services, Inc. and BFC Planning Inc

64 E Broadway Rd., Ste. 200

Tempe, AZ 85282

623-203-7003

List of Additional Retirement Planners in Arizona*

* Additional advisor listing is provided in partnership with Yext

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Ronald Diaz - Morgan Stanley

7175 N Pima Canyon Dr

Tucson, AZ 85718
520-519-2308

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Roberto Monroy - Morgan Stanley

7175 N Pima Canyon Dr

Tucson, AZ 85718
520-745-7017

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Bridge Financial Strategies

11111 N. Scottsdale Road
Suite 205

Scottsdale, AZ 85254
480-378-2383

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Anderson Financial Group

6400 E. El Dorado Circle
Ste. C-200

Tucson, AZ 85715
520-886-8686

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Allstate Personal Financial Representative: Anthony Martino

1901 E University Dr
Ste 301

Mesa, AZ 85203
480-464-0814

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Newman's Financial Planning

480-798-9544

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Allstate Personal Financial Representative: Bryce Williams

16674 N 91st St
Ste 107d

Scottsdale, AZ 85260
775-848-7575

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Blakely Walters

3333 North Hayden Road

Scottsdale, AZ 85251
480-776-5897

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Allstate Personal Financial Representative: Jamie Arkin

4915 W Bell Rd

Glendale, AZ 85308
623-693-6877

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Allstate Personal Financial Representative: M. Gilbert

7749 E Florentine Rd
Ste A

Prescott Valley, AZ 86314
928-399-0459

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Allstate Personal Financial Representative: Robert McBride

2345 E Thomas Rd

Phoenix, AZ 85016
317-590-4163

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Daniel E Marting - Morgan Stanley

2398 E Camelback Rd
Suite 800

Phoenix, AZ 85016
602-954-5742

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Arizona Retirement Planning

8655 East Via De Ventura
Suite F-127

Scottsdale, AZ 85258
480-345-3155

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Brent Pressentin - Morgan Stanley

14850 N Scottsdale Rd
Suite 600

Scottsdale, AZ 85254
480-922-7804

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PrideStaff

432 North Litchfield Road
Suite 316

Goodyear, AZ 85338
623-215-2631

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Clark & Associates Financial Services, PLLC

9977 North 90th Street
Suite 170

Scottsdale, AZ 85258
480-429-6555

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Goosehead Insurance - Casaundra Regal

6991 East Camelback Road
Suite D-300

Scottsdale, AZ 85251
480-616-2213

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HomeWell Care Services

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

Tucson, AZ 85741
520-327-2555

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Elizabeth Reyes

1833 W Main St
Suite 138

Mesa, AZ 85201
480-262-8102

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Raintree Wealth Partners

8350 East Raintree Drive
Suite 250

Scottsdale, AZ 85260
877-717-2772

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Chris L Mette - Morgan Stanley

2398 E Camelback Rd
Suite 800

Phoenix, AZ 85016
602-954-5796

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The Martin Group - UBS Financial Services Inc.

2555 East Camelback Road
Suite 600

Phoenix, AZ 85016
602-957-5105

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Allstate Personal Financial Representative: Keith Kellett

4710 E Falcon Dr
Ste 111

Mesa, AZ 85215
480-326-0637

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Allstate Personal Financial Representative: Kemberly Stallings

3160 S Gilbert Rd
Ste 4

Chandler, AZ 85286
480-213-9970

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The Pinnacle Group - UBS Financial Services Inc.

4800 N Scottsdale Road
Suite 4500

Scottsdale, AZ 85251
480-443-5474

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Eric Franz, CEPA - UBS Financial Services Inc.

2575 East Camelback Road
Suite 900

Phoenix, AZ 85016
602-957-5146

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Advantage Wealth Benefit & Retirement Services LLC

136 Grove Ave

Prescott, AZ 86301
928-925-1473

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The Jamsa Group - Morgan Stanley

16155 N 83rd Ave
Suite 100

Peoria, AZ 85382
623-875-2441

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Full Moon Financial

1 S. Church Avenue
Suite 2200

Tucson, AZ 85701
520-270-4306

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Michael W Butt - Morgan Stanley

14850 N Scottsdale Rd
Suite 600

Scottsdale, AZ 85254
480-368-6565

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Steven Ravnitzky - Morgan Stanley

14850 N Scottsdale Rd
Suite 600

Scottsdale, AZ 85254
480-922-7845

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Thomas Sheedy McGeorge - Morgan Stanley

14850 N Scottsdale Rd
Suite 600

Scottsdale, AZ 85254
480-624-5733

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Paul Malin - Morgan Stanley

2398 E Camelback Rd
Suite 800

Phoenix, AZ 85016
602-954-5756

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Tucson, AZ Branch Office - UBS Financial Services Inc.

2840 E. Skyline Drive
Suite 200

Tucson, AZ 85718
520-750-7500

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Bahbah Sobers Wealth Management - UBS Financial Services Inc.

2575 East Camelback Road
Suite 900

Phoenix, AZ 85016
602-957-5189

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Impact Wealth Management - UBS Financial Services Inc.

4800 N. Scottsdale Road
Suite 4500

Scottsdale, AZ 85251
480-443-5487

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Edward Jones - Financial Advisor: Dianne S Ogden

5960 South Cooper Rd
Suite 4

Chandler, AZ 85249
480-895-3515

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Goosehead Insurance - Jon Halland

9419 E. San Salvador Dr.
Suite 105B

Scottsdale, AZ 85258
480-576-2377

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Fernando A. Arreola - Morgan Stanley

7175 N Pima Canyon Dr

Tucson, AZ 85718
520-745-7068

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Futuready 401k

14646 N Kierland Blvd
125A

Scottsdale, AZ 85254
888-766-0091

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Luis Antonio Ayala Resendiz

10000 N. 31st Ave
Suite C316

Phoenix, AZ 85051
408-500-5159

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SagePoint Financial, Inc. Scott Killworth

5470 South Lakeshore Drive
Suite 103

Tempe, AZ 85283
480-270-9245

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John D Burgraff - Morgan Stanley

14850 N Scottsdale Rd
Suite 600

Scottsdale, AZ 85254
480-368-6602

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Rottenstein Wealth Management and Consulting - UBS Financial Services Inc.

2840 E. Skyline Drive
Tucson

Tucson, AZ 85718
520-748-3628

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John "Jake" Sanford - Morgan Stanley

16155 N 83rd Ave
Suite 100

Peoria, AZ 85382
623-875-2438

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Ascension College Planning

2500 E 22nd Street

Tucson, AZ 85713
520-918-0340

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Azterra Accounting Services

602-881-6603

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Rougemont Insurance Group

16165 N 83rd Ave
#200

Peoria, AZ 85382
623-215-4139

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Progressive Financial Concepts

8722 E Via De Commercio
Suite 100

Scottsdale, AZ 85258
480-745-7882

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Foundation Funding LLC

260 E Raintree Dr.
Suite 205

Scottsdale, AZ 85260
623-335-2541

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Simonson Wealth Management

3573 E. Sunrise Drive
#133

Tucson, AZ 85718
520-777-2415

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Allstate Personal Financial Representative: L. Ross Van Houten

2719 N Campbell Ave

Tucson, AZ 85719
253-778-2299

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Roberts Tax and Retirement Planning

459 N Gilbert Rd
A-146

Gilbert, AZ 85234
480-270-2802

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NetVEST Financial LLC

9059 E. Bahia Drive

Scottsdale, AZ 85260
602-230-8222

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Hynes Benefits Financial Services

2999 North 44th Street
Suite 325

Phoenix, AZ 85018
602-952-0371

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Tom Brough - Capital Trust Wealth Management

7047 E. Greenway Pkwy
Suite 250

Scottsdale, AZ 85254
480-993-1100

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Rosenthal Financial Services, LLC

5938 East Windstone Trail

Cave Creek, AZ 85331
480-473-3774

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New York Life Insurance: Vincent J. A. Iñiguez

14850 N. Scottsdale Road
Suite 400

Scottsdale, AZ 85254
480-382-4769

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The Argus Group

20325 North 51st Avenue
Suite 174

Glendale, AZ 85308
602-863-0080

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Loney Financial

8747 S. Priest Drive
Suite 104

Tempe, AZ 85284
480-921-0225

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LifePath Wealth Management, LLC

7333 E. Doubletree Ranch Road
Suite 120

Scottsdale, AZ 85258
480-624-0342

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L.R. Patent Financial Services

141 South McCormick Street
Suite 201

Prescott, AZ 86303
877-639-0015

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Navigation Retirement Group

2506 E. Vistoso Commerce Loop
Suite 180

Oro Valley, AZ 85755
520-818-7822

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STF Wealth Management

2601 East Thomas Road
Suite 135

Phoenix, AZ 85016
602-396-7840

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Pangea Wealth Management

3260 North Hayden Road
Suite 109

Scottsdale, AZ 85251
480-304-5353

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Toddy & Associates

7702 East Doubletree Ranch Road
Suite 300

Scottsdale, AZ 85258
800-940-0469

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Poindexter Financial Group, Inc., The Financial Coach"

1965 Commerce Center Circle
Suite D

Prescott, AZ 86301
928-443-5542

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Allstate Personal Financial Representative: David Morgan

29834 N Cave Creek Rd
Ste 132

Cave Creek, AZ 85331
480-419-6071

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Westmark Wealth Management

5050 North 40th Street
Suite 140

Phoenix, AZ 85018
602-714-1950

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Andrew J Meyer - Morgan Stanley

14850 N Scottsdale Rd
Suite 600

Scottsdale, AZ 85254
480-922-7930

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George F. Herget Jr. - Morgan Stanley

7175 N Pima Canyon Dr

Tucson, AZ 85718
520-519-2328

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Robinson & Shumaker

3567 East Sunrise Drive
Suite 119

Tucson, AZ 85718
520-393-8990

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GLJ Financial

3850 East Baseline Road
Suite 121

Mesa, AZ 85206
480-892-8826

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Vik Krishnaswamy - Morgan Stanley

14850 N Scottsdale Rd
Suite 600

Scottsdale, AZ 85254
480-922-7928

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DeMichele Wealth Management - UBS Financial Services Inc.

4800 N Scottsdale Road
Suite 4500

Scottsdale, AZ 85251
480-443-5487

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Elizabeth Dobre

10000 N. 31st Ave
Suite C316

Phoenix, AZ 85051
408-500-5159

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James E Meyer - Morgan Stanley

14850 N Scottsdale Rd
Suite 600

Scottsdale, AZ 85254
480-368-6566

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Sheri Martin - UBS Financial Services Inc.

2555 East Camelback Road
Suite 600

Phoenix, AZ 85016
602-957-5105

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The Hacker Group, LLC

7047 East Greenway Parkway
Suite 250

Scottsdale, AZ 85254
800-399-4008

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Emily Stead

1702 East Highland Avenue
Suite 204

Phoenix, AZ 85016
480-881-2308

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Allstate Personal Financial Representative: Steven Hite

645 E Speedway Blvd

Tucson, AZ 85705
520-235-7276

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Nicholas R Hasselkus - Morgan Stanley

2398 E Camelback Rd
Suite 800

Phoenix, AZ 85016
602-954-5784

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Aida Castro, MBA

1 South Church Ave
Suite 2200

Tucson, AZ 85701
520-620-5408

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Bob Solis - Morgan Stanley

16155 N 83rd Ave
Suite 100

Peoria, AZ 85382
623-875-2432

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Edward Roberts - Morgan Stanley

2398 E Camelback Rd
Suite 800

Phoenix, AZ 85016
602-954-5709

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Spectrum Group - Morgan Stanley

2398 E Camelback Rd
Suite 800

Phoenix, AZ 85016
602-954-5720

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Nick James Polydoros, CFP - UBS Financial Services Inc.

4800 N Scottsdale Road
Suite 4500

Scottsdale, AZ 85251
480-443-5416

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First Command Financial Advisor - Courtney Seely

4400 E Broadway
Suite 805

Tucson, AZ 85711
520-829-5824

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Thomas Blanchard - Morgan Stanley

7175 N Pima Canyon Dr

Tucson, AZ 85718
520-878-1985

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Allstate Personal Financial Representative: Bruce Matthews

8787 E Pinnacle Park Rd
Ste 120

Scottsdale, AZ 85255
480-515-6259

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First Command Financial Advisor - Johnny Hernandez

17505 N 79th Ave
Suite 303

Glendale, AZ 85308
623-218-6251

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AutoZone Auto Parts

19680 W Indian School Rd

Buckeye, AZ 85396
602-635-5985

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KDI WealthManagement

8817 East Bell Road
Suite 202

Scottsdale, AZ 85260
928-474-4350

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Droeg Financial Services, Inc.

1839 South Alma School Road
Suite 175

Mesa, AZ 85210
480-345-6575

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United Financial Center

4763 East Camp Lowell Drive

Tucson, AZ 85712
520-321-1777

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Mike Lenderink - Morgan Stanley

14850 N Scottsdale Rd
Suite 600

Scottsdale, AZ 85254
480-922-7806

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Seros Financial

2141 East Broadway Road
Suite 220

Tempe, AZ 85282
480-967-1155

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Silver Birch Advisors

14362 North Frank Lloyd Wright Boulevard
Suite 1000

Scottsdale, AZ 85260
480-477-6580

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Jeffrey Adams - UBS Financial Services Inc.

4800 N Scottsdale Road
Suite 4500

Scottsdale, AZ 85251
858-947-7131

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Edwards Wealth Managment

7047 East Greenway Parkway
Suite 250

Scottsdale, AZ 85254
480-993-1140

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Trae Farrell - Morgan Stanley

14850 N Scottsdale Rd
Suite 600

Scottsdale, AZ 85254
480-345-4738

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The Meyer Group - Morgan Stanley

14850 N Scottsdale Rd
Suite 600

Scottsdale, AZ 85254
480-922-7800

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Wealth Building Strategies

3017 W. Ina Rd.

Tucson, AZ 85741
520-719-1990

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The Gilbert Retirement Guy

111 E Rivulon Blvd
Suite 103

Gilbert, AZ 85297
480-626-5855

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Alexander Mccrohan, CFP - UBS Financial Services Inc.

2840 E. Skyline Drive
Tucson

Tucson, AZ 85718
520-748-3658

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

2575 East Camelback Road
Suite 900

Phoenix, AZ 85016
602-957-5152

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Rosen Investment Advisors

4646 East Van Buren Street
Suite 190

Phoenix, AZ 85008
602-222-5757

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Allstate Personal Financial Representative: Frank Perri

2490 W Ray Rd
Ste 2

Chandler, AZ 85224
480-899-6803

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Cesar Castelo - Morgan Stanley

7175 N Pima Canyon Dr

Tucson, AZ 85718
520-519-2322

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Root Assets

11135 East Golf Links Road

Tucson, AZ 85730
520-222-7225

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Moyer Wealth Management - UBS Financial Services Inc.

4800 N Scottsdale Road
Suite 4500

Scottsdale, AZ 85251
480-443-5450

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Fortress Financial Strategies

20325 North 51st Avenue
Suite 134

Glendale, AZ 85308
623-255-5180

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Sound Advice Financial Planning - David Lesnick

7075 West Bell Road
Suite 8

Glendale, AZ 85308
623-878-6470

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Merlin Planning & Investment Services

1600 West University Avenue
Suite 210

Flagstaff, AZ 86001
928-226-7400

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Morgan Stanley Financial Advisors

16155 N 83rd Ave
Suite 100

Peoria, AZ 85382
623-875-2400

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James Boullion - UBS Financial Services Inc.

4800 N Scottsdale Road
Suite 4500

Scottsdale, AZ 85251
480-443-5420

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Jennifer Pope - UBS Financial Services Inc.

4800 N Scottsdale Road
Suite 4500

Scottsdale, AZ 85251
480-443-5428

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CC Asset Management

3101 N Central Ave
Ste 730

Phoenix, AZ 85012
602-234-3122

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Quantum Wealth Management

1984 North Kolb Road

Tucson, AZ 85715
520-445-8004

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Ryan Freberg - UBS Financial Services Inc.

2575 East Camelback Road
Suite 900

Phoenix, AZ 85016
602-957-5186

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Plan 4 Inc.

7075 West Bell Road

Glendale, AZ 85308
623-878-6470

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Fellows Tax & Financial Services, INC

8256 W Cactus Road
Suite D-132

Peoria, AZ 85381
623-979-1220

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Renaissance Financial

2730 E Camelback Rd
Suite 250

Phoenix, AZ 85016
623-282-9400

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The Spivak Financial Group

8160 East Butherus Drive
Suite 5

Scottsdale, AZ 85260
480-556-9931

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Capital Choice

11022 North 28th Drive
Suite 170

Phoenix, AZ 85029
602-396-2741

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Rincon Financial Group, LLC

7469 E. Tanque Verde Road

Tucson, AZ 85715
520-200-4032

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Ensign Partners

111 East Rivulon Boulevard
Suite 103

Gilbert, AZ 85295
480-626-5855

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Grand Canyon Wealth Manangement

6641 S Kings Ranch Road
# 4

Gold Canyon, AZ 85118
480-590-3590

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Paradise Valley Wealth Management

5401 East Sapphire Lane

Paradise Valley, AZ 85253
480-483-3156

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Cetera Investors - Kevin Hofberger

1702 East Highland Avenue
Suite 204

Phoenix, AZ 85016
602-841-2627

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Financial Life Planners

10429 South 51st Street
Suite 220

Phoenix, AZ 85044
480-477-8530

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Cetera Investors - Stead Julian

1702 E Highland Avenue
#204

Phoenix, AZ 85016
602-841-2627

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FocalPoint Wealth Management

20860 North Tatum Boulevard
Suite 195

Phoenix, AZ 85050
480-771-7526

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Smith Wealth Management Group - UBS Financial Services Inc.

2575 East Camelback Road
Suite 900

Phoenix, AZ 85016
602-957-5166

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Robert Burns - UBS Financial Services Inc.

2840 E. Skyline Drive
Tucson

Tucson, AZ 85718
520-748-3673

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Kirshner & Klarfeld Financial Group, LLC

7373 East Doubletree Ranch Road
Suite B-155

Scottsdale, AZ 85258
480-588-6356

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R & D Financial Services

1136 East Harmony
Suite 203

Mesa, AZ 85204
480-491-4695

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Blake Rorbach - UBS Financial Services Inc.

2555 East Camelback Road
Suite 600

Phoenix, AZ 85016
602-957-5128

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Wise World Investment Planning

575 West Chandler Boulevard
Suite 220

Chandler, AZ 85225
480-890-0100

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Wilde Wealth Management Group, Inc.

7025 North Scottsdale Road
Suite 115

Scottsdale, AZ 85253
480-361-6203

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OneAZ Wealth Management

2355 West Pinnacle Peak Road

Phoenix, AZ 85027
877-566-0517

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Przewlocki Horvath

2030 East Speedway Road
Suite 220

Tucson, AZ 85719
520-326-8950

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DFG Consultants, LLC

1 South Church Avenue
Suite 1200

Tucson, AZ 85701
520-448-5228

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Tom Taylor - Morgan Stanley

7175 N Pima Canyon Dr

Tucson, AZ 85718
520-745-7018

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Joseph DeMichele - UBS Financial Services Inc.

4800 N Scottsdale Road
Suite 4500

Scottsdale, AZ 85251
480-443-5487

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Nicholas Vincent Favia - Morgan Stanley

14850 N Scottsdale Rd
Suite 600

Scottsdale, AZ 85254
480-922-7995

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First Command Financial Advisor - Fred Shirley

333 W. Wilcox Dr
Ste 100

Sierra Vista, AZ 85635
520-335-1200

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Lessard Wealth Management

7337 East Doubletree Ranch Road
Suite 195

Scottsdale, AZ 85258
480-463-5433

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First Command Financial Advisor - David Ifflander

7400 N Oracle Rd
Suite 225

Tucson, AZ 85704
520-886-4068

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Allstate Personal Financial Representative: Jed Fisher

8989 E Via Linda
Ste 213

Scottsdale, AZ 85258
480-250-5454

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McKinley Griffith - Morgan Stanley

7175 N Pima Canyon Dr

Tucson, AZ 85718
520-519-2301

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Tammy Escobar-Miller - Morgan Stanley

14850 N Scottsdale Rd
Suite 600

Scottsdale, AZ 85254
480-922-7853

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Marshall J Campbell - Morgan Stanley

2398 E Camelback Rd
Suite 800

Phoenix, AZ 85016
602-954-5792

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Allstate Personal Financial Representative: Michael Franzen

9568 E Golf Links Rd

Tucson, AZ 85730
520-870-9103

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First Command Financial Advisor - Chris Hughes

6991 East Camelback Rd.
Ste D-300

Scottsdale, AZ 85251
480-386-7005

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First Command Financial Advisor - Juan Garcia

1414 W. Broadway Rd
Ste 234

Tempe, AZ 85282
480-801-2990

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Safeguard Estate and Financial

1405 N Hayden Rd
101

Scottsdale, AZ 85257
480-842-5000

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Holton & Kosanke Wealth Management, LLC

8427 North Mountain Stone Pine Way

Tucson, AZ 85743
503-756-0113

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Scott Murray - UBS Financial Services Inc.

2575 East Camelback Road
Suite 900

Phoenix, AZ 85016
602-957-5143

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Nicholas Cipriano - Morgan Stanley

2398 E Camelback Rd
Suite 800

Phoenix, AZ 85016
602-954-5752

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Rock Your Mortgage with Kristen

7308 E Deer Valley Rd
Ste 100

Scottsdale, AZ 85255
480-689-6827

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Joshua LeBlanc - Morgan Stanley

16155 N 83rd Ave
Suite 100

Peoria, AZ 85382
480-922-7982

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Brian S Kordansky - Morgan Stanley

2398 E Camelback Rd
Suite 800

Phoenix, AZ 85016
602-954-5770

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Robert Roman

2560 E 10th Street

Tucson, AZ 85716
520-647-2665

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Lincoln Investment

5016 South Ash Avenue
Suite 103

Tempe, AZ 85282
877-469-7377

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REI Co-op Adventure Center Arizona

17465 N 93rd Street

Scottsdale, AZ 85255
480-945-2881

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Allstate Personal Financial Representative: Douglas Roper

3400 E Speedway Blvd
Ste 202

Tucson, AZ 85716
520-275-9288

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Victor Bruno - Morgan Stanley

7175 N Pima Canyon Dr

Tucson, AZ 85718
520-519-2354

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

4800 N Scottsdale Road
Suite 4500

Scottsdale, AZ 85251
480-443-5442

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

2575 East Camelback Road
Suite 900

Phoenix, AZ 85016
602-957-5121

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Michael Choy - UBS Financial Services Inc.

2575 East Camelback Road
Suite 900

Phoenix, AZ 85016
602-957-5157

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Lance P Eaton - Morgan Stanley

2398 E Camelback Rd
Suite 800

Phoenix, AZ 85016
602-954-5746

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

2575 East Camelback Road
Suite 900

Phoenix, AZ 85016
602-957-5152

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Legacy Advisors Arizona, LLC

8767 East Vía de Ventura
Suite 100A

Scottsdale, AZ 85258
480-292-8116

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

2575 E. Camelback Rd.
Suite 900

Phoenix, AZ 85016
602-957-5135

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Michael Metts - Morgan Stanley

14850 N Scottsdale Rd
Suite 600

Scottsdale, AZ 85254
480-922-7881

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Watts Gwilliam & Company

2730 S. Val Vista Dr.
Ste 124

Gilbert, AZ 85295
480-889-8998

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Ross D. Pearlman - Morgan Stanley

14850 N Scottsdale Rd
Suite 600

Scottsdale, AZ 85254
480-345-4756

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The Chacopulos Group - Morgan Stanley

14850 N Scottsdale Rd
Suite 600

Scottsdale, AZ 85254
480-922-7936

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Gateway Capital Management

7695 E. Manana Drive

Scottsdale, AZ 85255
480-266-7536

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Paul Marsillo - Morgan Stanley

14850 N Scottsdale Rd
Suite 600

Scottsdale, AZ 85254
480-368-6563

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Echelon Private Wealth, LLC

7047 E Greenway Parkway
Suite 250

Scottsdale, AZ 85254
602-922-9998

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Steven Applegate - Morgan Stanley

16155 N 83rd Ave
Suite 100

Peoria, AZ 85382
623-875-2406

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Robin McGeorge - Morgan Stanley

7175 N Pima Canyon Dr

Tucson, AZ 85718
520-519-2329

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The CNS Group - Morgan Stanley

14850 N Scottsdale Rd
Suite 600

Scottsdale, AZ 85254
480-922-7863

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Morgan Stanley Financial Advisors

2398 E Camelback Rd
Suite 800

Phoenix, AZ 85016
602-954-7766

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Morgan Stanley Financial Advisors

7175 N Pima Canyon Dr

Tucson, AZ 85718
520-519-2300

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Scott A Pfotenhauer - Morgan Stanley

14850 N Scottsdale Rd
Suite 600

Scottsdale, AZ 85254
480-345-4717

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Terese Anne Loscalzo - Morgan Stanley

7175 N Pima Canyon Dr

Tucson, AZ 85718
520-519-2309

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Ascendant Financial Solutions

809 W. Riordan Road
Suite 104

Flagstaff, AZ 86001
928-774-9598

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Allstate Personal Financial Representative: Arthur Warschaw

985 W Chandler Hghts Rd
Ste 3

Chandler, AZ 85248
480-477-7511

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Aishwarya Adyanthaya - Morgan Stanley

2398 E Camelback Rd
Suite 800

Phoenix, AZ 85016
602-954-5728

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The Pusch Peak Group - Morgan Stanley

7175 N Pima Canyon Dr

Tucson, AZ 85718
520-878-1988

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James F Tighe - Morgan Stanley

2398 E Camelback Rd
Suite 800

Phoenix, AZ 85016
602-954-5711

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Allstate Personal Financial Representative: Julio Bastidas

5932 W Bell Rd
Ste D106

Glendale, AZ 85308
602-332-1184

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Troy Corbridge - Morgan Stanley

14850 N Scottsdale Rd
Suite 600

Scottsdale, AZ 85254
480-922-7966

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Prominent Peak Wealth Management

Two North Central Avenue
Suite 1800

Phoenix, AZ 85004
480-248-3539

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Chris Stocks - Morgan Stanley

14850 N Scottsdale Rd
Suite 600

Scottsdale, AZ 85254
480-922-7900

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Christopher Travelle - Morgan Stanley

14850 N Scottsdale Rd
Suite 600

Scottsdale, AZ 85254
480-922-7879

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Darren Desmond, CFP - UBS Financial Services Inc.

2575 East Camelback Road
Suite 900

Phoenix, AZ 85016
602-957-5184

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Mark Shultz - UBS Financial Services Inc.

4800 N Scottsdale Road
Suite 4500

Scottsdale, AZ 85251
480-443-5476

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Barton Spector Wealth Strategies

6909 E Greenway Pkwy
Suite 295

Scottsdale, AZ 85254
480-409-5924

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Javier Hernandez

480-262-8102

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Bailey Wealth Management - UBS Financial Services Inc.

4800 N Scottsdale Road
Suite 4500

Scottsdale, AZ 85251
480-443-5408

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Jonathon Paul - Morgan Stanley

2398 E Camelback Rd
Suite 800

Phoenix, AZ 85016
602-954-5729

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Chip McLaughlin - Morgan Stanley

7175 N Pima Canyon Dr

Tucson, AZ 85718
520-519-2339

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Allstate Personal Financial Representative: Glenda Donley

2301 W Sr 89A
Ste 103

Sedona, AZ 86336
928-282-9226

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Anthony Esguerra - Morgan Stanley

16155 N 83rd Ave
Suite 100

Peoria, AZ 85382
623-875-2422

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Tyson Tibshraeny - UBS Financial Services Inc.

2575 East Camelback Road
Suite 900

Phoenix, AZ 85016
602-957-5155

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Adara Wealth Management

205 W. Giaconda Way
Suite 115

Tucson, AZ 85704
520-467-5506

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Watermark Wealth Strategies

2151 E Pecos Rd
Suite #3

Chandler, AZ 85225
480-464-9300

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Stifel | Dale Lewis

2801 East Camelback Road
Suite 300

Phoenix, AZ 85016
602-952-2500

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Brandon Rose - Morgan Stanley

2398 E Camelback Rd
Suite 800

Phoenix, AZ 85016
602-954-5727

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First Command Financial Advisor - Jason Gustavson

17505 N 79th Ave
Suite 303

Glendale, AZ 85308
623-218-6251

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First Command Financial Advisor - Alan Altherr

17505 N 79th Ave
Suite 303

Glendale, AZ 85308
623-218-6251

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Jason Wiseman

480-262-8102

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Allstate Personal Financial Representative: Tod Ross

8280 W Union Hills Dr
Ste 105a

Glendale, AZ 85308
623-974-2300

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First Command Financial Advisor - Bryce Maxson

17505 N 79th Ave
Suite 303

Glendale, AZ 85308
623-218-6251

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Mitchell/AbdyTeam - UBS Financial Services Inc.

2840 E. Skyline Drive
Tucson

Tucson, AZ 85718
520-748-3612

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Carole A Hall - Morgan Stanley

14850 N Scottsdale Rd
Suite 600

Scottsdale, AZ 85254
480-368-6557

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Edward T Gesten - Morgan Stanley

14850 N Scottsdale Rd
Suite 600

Scottsdale, AZ 85254
480-368-6523

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Kyle Backus - Morgan Stanley

2398 E Camelback Rd
Suite 800

Phoenix, AZ 85016
602-954-5738

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Theodore John Crowley II - Morgan Stanley

14850 N Scottsdale Rd
Suite 600

Scottsdale, AZ 85254
480-922-7939

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Hugo Frausto - Morgan Stanley

7175 N Pima Canyon Dr

Tucson, AZ 85718
520-745-7074

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Sean McEvilly - Morgan Stanley

14850 N Scottsdale Rd
Suite 600

Scottsdale, AZ 85254
480-502-6093

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Tom Levin - Morgan Stanley

2398 E Camelback Rd
Suite 800

Phoenix, AZ 85016
602-954-5743

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Tim Metcalf - Morgan Stanley

14850 N Scottsdale Rd
Suite 600

Scottsdale, AZ 85254
480-922-7847

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Heather Pospisil - Morgan Stanley

2398 E Camelback Rd
Suite 800

Phoenix, AZ 85016
602-954-5780

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Grant Peterson - Morgan Stanley

14850 N Scottsdale Rd
Suite 600

Scottsdale, AZ 85254
480-624-5754

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Petr Chytka - Morgan Stanley

14850 N Scottsdale Rd
Suite 600

Scottsdale, AZ 85254
480-368-6572

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Louis J Gatchell - Morgan Stanley

2398 E Camelback Rd
Suite 800

Phoenix, AZ 85016
602-954-5719

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First Command Financial Advisor - Shawn Feliciano

333 W. Wilcox Dr
Ste 100

Sierra Vista, AZ 85635
520-335-1200

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Brian Holloway - Morgan Stanley

14850 N Scottsdale Rd
Suite 600

Scottsdale, AZ 85254
480-922-7840

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First Command Financial Advisor - Justin Pollock

17505 N 79th Ave
Suite 303

Glendale, AZ 85308
623-218-6251

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Alan Himebaugh - Morgan Stanley

14850 N Scottsdale Rd
Suite 600

Scottsdale, AZ 85254
480-922-7957

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William Deichmann - Morgan Stanley

14850 N Scottsdale Rd
Suite 600

Scottsdale, AZ 85254
480-922-7827

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Thaxton Peterson - Morgan Stanley

2398 E Camelback Rd
Suite 800

Phoenix, AZ 85016
602-954-5725

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Theresa Campbell Thorson, CFP - UBS Financial Services Inc.

2840 E. Skyline Drive
Tucson

Tucson, AZ 85718
520-748-3629

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Mark B. Fast - Morgan Stanley

14850 N Scottsdale Rd
Suite 600

Scottsdale, AZ 85254
480-922-7951

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Curt Blik - Morgan Stanley

14850 N Scottsdale Rd
Suite 600

Scottsdale, AZ 85254
480-922-7807

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Rebeca G Camargo

7310 N 16th St
Suite 190

Phoenix, AZ 85020
408-449-3773

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Geri Mette - Morgan Stanley

2398 E Camelback Rd
Suite 800

Phoenix, AZ 85016
602-954-5717

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Adam Hamilton Paoli - Morgan Stanley

7175 N Pima Canyon Dr

Tucson, AZ 85718
520-519-2307

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Montgomery Hollahan Group - Morgan Stanley

14850 N Scottsdale Rd
Suite 600

Scottsdale, AZ 85254
480-922-7828

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Jason Bleimeyer - Morgan Stanley

14850 N Scottsdale Rd
Suite 600

Scottsdale, AZ 85254
480-624-5715

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Robert Selleck - Morgan Stanley

7175 N Pima Canyon Dr

Tucson, AZ 85718
520-519-2325

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Justin Wade Breece - Morgan Stanley

14850 N Scottsdale Rd
Suite 600

Scottsdale, AZ 85254
480-624-5719

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The Grand Canyon Group - Morgan Stanley

14850 N Scottsdale Rd
Suite 600

Scottsdale, AZ 85254
480-922-7853

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Philip L Morton - Morgan Stanley

2398 E Camelback Rd
Suite 800

Phoenix, AZ 85016
602-954-5741

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John Allanson - UBS Financial Services Inc.

2840 E. Skyline Drive
Tucson

Tucson, AZ 85718
520-748-3604

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David Ambrose Pozniak - UBS Financial Services Inc.

2575 East Camelback Road
Suite 900

Phoenix, AZ 85016
602-957-5151

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Lawrence Fann - UBS Financial Services Inc.

2575 East Camelback Road
Suite 900

Phoenix, AZ 85016
602-957-5195

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Wert Wealth Management - UBS Financial Services Inc.

4800 N Scottsdale Road
Suite 4500

Scottsdale, AZ 85251
480-443-5435

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Gilbert Thompson - UBS Financial Services Inc.

2840 E. Skyline Drive
Tucson

Tucson, AZ 85718
520-748-3621

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Magaly Carson - Morgan Stanley

14850 N Scottsdale Rd
Suite 600

Scottsdale, AZ 85254
480-368-6630

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Michael Doubleday - UBS Financial Services Inc.

2575 East Camelback Road
Suite 900

Phoenix, AZ 85016
602-667-8115

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Gabriel D Hoffmann - Morgan Stanley

14850 N Scottsdale Rd
Suite 600

Scottsdale, AZ 85254
480-345-4731

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Fiduciary Solutions LLC

7047 East Greenway Parkway
#250

Scottsdale, AZ 85254
602-996-1450

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First Command Financial Advisor - Bruce Ellwein

5920 E Pima Street
Ste 130

Tucson, AZ 85712
520-886-4068

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Daniel Paoli - Morgan Stanley

7175 N Pima Canyon Dr

Tucson, AZ 85718
520-519-2332

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CardConnect Paradise

2929 N 44th St
Ste 220

Phoenix, AZ 85018
480-970-5558

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James Clark - Morgan Stanley

16155 N 83rd Ave
Suite 100

Peoria, AZ 85382
623-875-2424

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John Demetropoulos - Morgan Stanley

14850 N Scottsdale Rd
Suite 600

Scottsdale, AZ 85254
480-922-7850

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Scott Watson, CFP - UBS Financial Services Inc.

4800 N Scottsdale Road
Suite 4500

Scottsdale, AZ 85251
480-922-6010

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Bahbah Sobers Wealth Management - UBS Financial Services Inc.

2575 East Camelback Road
Suite 900

Phoenix, AZ 85016
602-667-8113

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The Gustafson Group - UBS Financial Services Inc.

2575 East Camelback Road
Suite 900

Phoenix, AZ 85016
602-667-8146

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William Favia - Morgan Stanley

14850 N Scottsdale Rd
Suite 600

Scottsdale, AZ 85254
480-922-7813

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Susanna A Hadden - Morgan Stanley

7175 N Pima Canyon Dr

Tucson, AZ 85718
520-519-2356

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Pope & Watson Financial Group - UBS Financial Services Inc.

4800 N Scottsdale Road
Suite 4500

Scottsdale, AZ 85251
480-922-6010

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Lester Mayes, Jr. - UBS Financial Services Inc.

2555 E. Camelback Rd.
Suite 600

Phoenix, AZ 85016
602-957-5167

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Phoenix, AZ Branch Office - UBS Financial Services Inc.

2575 E. Camelback Rd.
Suite 900

Phoenix, AZ 85016
602-957-5100

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Michael Gobbato - Morgan Stanley

14850 N Scottsdale Rd
Suite 600

Scottsdale, AZ 85254
480-922-7913

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Healthcare Community Financial Group - UBS Financial Services Inc.

4800 N Scottsdale Road
Suite 4500

Scottsdale, AZ 85251
480-922-6045

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Matthew Meyer - UBS Financial Services Inc.

2840 E. Skyline Drive
Tucson

Tucson, AZ 85718
520-748-3615

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Paul Murray - UBS Financial Services Inc.

2575 East Camelback Road
Suite 900

Phoenix, AZ 85016
602-957-5138

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Andrew Ruboyianes, CFP - UBS Financial Services Inc.

2840 E. Skyline Drive
Tucson

Tucson, AZ 85718
520-748-3659

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Insight Partners Wealth Management - UBS Financial Services Inc.

2575 East Camelback Road
Suite 900

Phoenix, AZ 85016
602-667-8102

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Justin Low - UBS Financial Services Inc.

2575 East Camelback Road
Suite 900

Phoenix, AZ 85016
602-957-5134

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William Sobers, CRPS - UBS Financial Services Inc.

2575 East Camelback Road
Suite 900

Phoenix, AZ 85016
602-667-8113

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Cradlestone Wealth Services

3654 N Power Rd
144

Mesa, AZ 85215
480-505-0233

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James Ruboyianes - UBS Financial Services Inc.

2840 E. Skyline Drive
Tucson

Tucson, AZ 85718
520-748-3636

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Scottsdale, AZ Branch Office - UBS Financial Services Inc.

4800 N Scottsdale Road
Suite 4500

Scottsdale, AZ 85251
480-443-5400

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Miguelito Reyes

480-262-8102

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First Command Financial Advisor - Tim Trimmell

17505 N 79th Ave
Suite 303

Glendale, AZ 85308
623-218-6251

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Phoenix Wealth Management - UBS Financial Services Inc.

2575 East Camelback Road
Suite 900

Phoenix, AZ 85016
602-667-8149

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Gerard Freeh - UBS Financial Services Inc.

2840 E. Skyline Drive
Tucson

Tucson, AZ 85718
520-748-3671

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Aaron Rottenstein, CFP - UBS Financial Services Inc.

2840 E. Skyline Drive
Tucson

Tucson, AZ 85718
520-748-3628

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The Franklin Alvarado Group - Morgan Stanley

7175 N Pima Canyon Dr

Tucson, AZ 85718
520-519-2300

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Mary Reha - MLR Professional Tax and Accounting Services

2440 N Litchfield Rd
Suite 210

Goodyear, AZ 85395
623-505-7141

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Robert Lehnhardt, CFP - UBS Financial Services Inc.

2840 E. Skyline Drive
Tucson

Tucson, AZ 85718
520-748-3632

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Hamid Reza Kazemi - UBS Financial Services Inc.

4800 N Scottsdale Road
Suite 4500

Scottsdale, AZ 85251
480-922-6044

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Richard Schneider - UBS Financial Services Inc.

4800 N Scottsdale Road
Suite 4500

Scottsdale, AZ 85251
480-443-5466

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Jennifer Loson Lucovich - UBS Financial Services Inc.

4800 N Scottsdale Road
Suite 4500

Scottsdale, AZ 85251
480-443-5451

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Anthony James Montgomery Sr. - Morgan Stanley

14850 N Scottsdale Rd
Suite 600

Scottsdale, AZ 85254
480-922-7828

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First Command Financial Advisor - Carl Alvarez

17505 N 79th Ave
Suite 303

Glendale, AZ 85308
623-218-6251

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First Command Financial Advisor - Mike Holley

333 W. Wilcox Dr
Ste 100

Sierra Vista, AZ 85635
520-335-1200

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Tige Hofer, CIMC® - Morgan Stanley

14850 N Scottsdale Rd
Suite 600

Scottsdale, AZ 85254
480-368-6562

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Intelligence Driven Advisers

14646 N Kierland Blvd
125

Scottsdale, AZ 85254
888-401-2083

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Yuma Risk Management Group, LLP

220 East 16th Street
Suite 2

Yuma, AZ 85364
928-726-9338

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Scooter Grubb - Morgan Stanley

7175 N Pima Canyon Dr

Tucson, AZ 85718
520-745-7044

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Erik Jamsa - Morgan Stanley

16155 N 83rd Ave
Suite 100

Peoria, AZ 85382
623-875-2453

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James Cooper - Morgan Stanley

2398 E Camelback Rd
Suite 800

Phoenix, AZ 85016
602-954-5704

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Jeffery Jay Slump - Morgan Stanley

14850 N Scottsdale Rd
Suite 600

Scottsdale, AZ 85254
480-624-5724

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Selina El-Awad - Morgan Stanley

7175 N Pima Canyon Dr

Tucson, AZ 85718
520-519-2370

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Andrew Keam - Morgan Stanley

2398 E Camelback Rd
Suite 800

Phoenix, AZ 85016
602-954-5748

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Fuller Financial, LLC

1772 E Boston St
Suite #103

Gilbert, AZ 85295
480-631-7133

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Kal V Jamsa - Morgan Stanley

16155 N 83rd Ave
Suite 100

Peoria, AZ 85382
623-875-2441

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Brandon Riley - Morgan Stanley

14850 N Scottsdale Rd
Suite 600

Scottsdale, AZ 85254
480-624-5742

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Tyson Kelley - Morgan Stanley

2398 E Camelback Rd
Suite 800

Phoenix, AZ 85016
602-954-5702

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Ty Sell - Morgan Stanley

118 E Carleton Street

Prescott, AZ 86303
928-443-3064

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Teri Kelley - Morgan Stanley

14850 N Scottsdale Rd
Suite 600

Scottsdale, AZ 85254
480-922-7826

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William J Crowe - Morgan Stanley

16155 N 83rd Ave
Suite 100

Peoria, AZ 85382
623-875-2410

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Carol Ann Ruehl - Morgan Stanley

7175 N Pima Canyon Dr

Tucson, AZ 85718
520-878-1988

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Wayne F Griffith - Morgan Stanley

7175 N Pima Canyon Dr

Tucson, AZ 85718
520-745-7063

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David Hum, CFP® - Morgan Stanley

7175 N Pima Canyon Dr

Tucson, AZ 85718
520-878-2002

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Eric B Boos - Morgan Stanley

7175 N Pima Canyon Dr

Tucson, AZ 85718
520-745-7062

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Robert Blendu - Morgan Stanley

16155 N 83rd Ave
Suite 100

Peoria, AZ 85382
623-875-2452

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John Sanderson - Morgan Stanley

118 E Carleton Street

Prescott, AZ 86303
928-443-3075

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Jane Rojas - Morgan Stanley

7175 N Pima Canyon Dr

Tucson, AZ 85718
520-519-2324

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Matthew Sonder - Morgan Stanley

14850 N Scottsdale Rd
Suite 600

Scottsdale, AZ 85254
480-624-5729

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Daniel Treiber - Morgan Stanley

7175 N Pima Canyon Dr

Tucson, AZ 85718
520-878-1987

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Jeffrey Newman - Morgan Stanley

14850 N Scottsdale Rd
Suite 600

Scottsdale, AZ 85254
480-922-7821

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DKG Financial Group

3573 East Sunrise Drive
Suite 133

Tucson, AZ 85718
520-777-2400

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Susan Cook - Morgan Stanley

14850 N Scottsdale Rd
Suite 600

Scottsdale, AZ 85254
480-922-7854

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Douglas Hodges - Morgan Stanley

14850 N Scottsdale Rd
Suite 600

Scottsdale, AZ 85254
480-624-5730

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Steve A Scott - Morgan Stanley

14850 N Scottsdale Rd
Suite 600

Scottsdale, AZ 85254
480-624-5711

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Christopher Graves, CFP® - Morgan Stanley

7175 N Pima Canyon Dr

Tucson, AZ 85718
520-878-2003

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Arlene Pineda

10000 N. 31st Ave
Suite C316

Phoenix, AZ 85051
408-500-5159

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Sean Neifert - Morgan Stanley

14850 N Scottsdale Rd
Suite 600

Scottsdale, AZ 85254
480-922-7863

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Sean Sailor

1833 W Main St
Suite 138

Mesa, AZ 85201
480-262-8102

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Lindsey Martin - Morgan Stanley

14850 N Scottsdale Rd
Suite 600

Scottsdale, AZ 85254
480-922-7937

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Robert Bancroft - Morgan Stanley

14850 N Scottsdale Rd
Suite 600

Scottsdale, AZ 85254
480-624-5714

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Chris Kissel - Morgan Stanley

118 E Carleton Street

Prescott, AZ 86303
928-443-3065

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Scott Ladrigan - Morgan Stanley

14850 N Scottsdale Rd
Suite 600

Scottsdale, AZ 85254
480-624-5703

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Kyle Nelson - Morgan Stanley

14850 N Scottsdale Rd
Suite 600

Scottsdale, AZ 85254
480-922-7902

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Geoffrey J. Miller - Morgan Stanley

7175 N Pima Canyon Dr

Tucson, AZ 85718
520-745-7012

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Trisha Larson - Morgan Stanley

14850 N Scottsdale Rd
Suite 600

Scottsdale, AZ 85254
480-368-6524

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Adrian Moreno

2560 E 10th Street

Tucson, AZ 85716
520-647-2665

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Theresa Chacopulos - Morgan Stanley

14850 N Scottsdale Rd
Suite 600

Scottsdale, AZ 85254
480-922-7936

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Kurt E Meyer - Morgan Stanley

14850 N Scottsdale Rd
Suite 600

Scottsdale, AZ 85254
480-345-4712

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Marcial Lopez

1833 W Main St
Suite 138

Mesa, AZ 85201
480-262-8102

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Anna Alvarado - Morgan Stanley

7175 N Pima Canyon Dr

Tucson, AZ 85718
520-745-7014

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James Peter Dretler - Morgan Stanley

7175 N Pima Canyon Dr

Tucson, AZ 85718
520-878-2001

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Seth Henrie - Morgan Stanley

14850 N Scottsdale Rd
Suite 600

Scottsdale, AZ 85254
480-922-7802

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Ryan R Turner - Morgan Stanley

14850 N Scottsdale Rd
Suite 600

Scottsdale, AZ 85254
480-345-4742

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Paul Groves - Morgan Stanley

14850 N Scottsdale Rd
Suite 600

Scottsdale, AZ 85254
480-922-7818

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Brian F Scanlon - Morgan Stanley

14850 N Scottsdale Rd
Suite 600

Scottsdale, AZ 85254
480-922-7805

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Jeffrey A. Cain - Morgan Stanley

14850 N Scottsdale Rd
Suite 600

Scottsdale, AZ 85254
480-922-7874

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Owen M Scanlon - Morgan Stanley

14850 N Scottsdale Rd
Suite 600

Scottsdale, AZ 85254
480-922-7909

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Mark P Callahan - Morgan Stanley

16155 N 83rd Ave
Suite 100

Peoria, AZ 85382
623-875-2411

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Matthew Gimmelli - Morgan Stanley

14850 N Scottsdale Rd
Suite 600

Scottsdale, AZ 85254
480-922-7976

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Marc H Lock - Morgan Stanley

7175 N Pima Canyon Dr

Tucson, AZ 85718
520-745-7031

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Arcadia-Biltmore Group at Morgan Stanley - Morgan Stanley

2398 E Camelback Rd
Suite 800

Phoenix, AZ 85016
602-954-7766

* Additional advisor listing is provided in partnership with Yext

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Frequently Asked Questions

Why do I need a retirement planner?

A retirement planner helps you in making your retirement life run smoothly. They also help in identifying various sources of income, estimating the expenses, implementing a savings program, and helps in asset management. The major focus of a Retirement Planner is to estimate future cash flows and assets management.

How to choose a good retirement planner?

While interviewing potential retirement planners, look for someone with expertise in Tax Planning, Social Security, and Withdrawal Strategies for retirement. They need to be able to formulate a schedule and strategy that tells you how to take money out in a tax-efficient manner and they need to be able to give you practical guidance on the use of assured revenue items that can build a sense of financial security in your retirement.

What does a retirement planner do?

A Retirement Planner gives you a clear understanding of the financial assets that you are aggregating along with other resources that you have such as Pensions, Social Security, Part-time work, Home Equity, etc. In this way, they help you transform these income sources to become a future asset/regular source of income that will help you in your retirement days.

How much does a retirement planner cost?

Different Retirement planners charge differently. They may charge on an hourly basis, a quarterly or annual retainer fee, a percentage of assets that they manage for you, in the form of Commissions, a fixed fee to run a retirement plan. You should always ask the prospective retirement planner for a simple clarification of how they want to get compensated.

What questions to ask a retirement planner?

Although the questions to ask your retirement planner may differ as per your financial concerns, following are the most common things to discuss with your retirement planner

  1. Are my current savings enough to get retired?
  2. With my current savings, what will my post-retirement lifestyle look like?
  3. Should I consider making investments right before my retirement?
  4. When is the right time to pay off my mortgage-pre or post-retirement?
  5. How can I mitigate my post-retirement financial risks?

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