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

Aaron C. Montez

Validus Financial Associates

8877 West Union Hills Drive Suite 540

Peoria, AZ 85382

623-825-1020

Bruce Hosler

Hosler Wealth Management

7400 E Pinnacle Peak Rd
Suite #100

Scottsdale, AZ 85255

480-994-7342

Dave Stanfield

Evergreen Wealth Management

7047 E Greenway Pkwy
Suite 250

Scottsdale, AZ 85254

206-235-6025

Jeffrey Wilcock

Seros Financial

2141 E. Broadway Rd.
Suite 220

Tempe, AZ 85282

480-967-1155

Michael Massara

Full Picture Financial

3785 East Lexington Ave

Gilbert, AZ 85234

480-847-0373

Michelle Anthony

Modern Wealth Management

1640 East River Road
Suite 208

Tucson, AZ 85718

520-298-1900

Diron Tappin

TCP Asset Management

11130 N. Tatum Blvd
Suite I-101

Phoenix, AZ 85028

480-824-8444

Ekenna Anya-Gafu

Bay Street Capital Holdings

4111 N Drinkwater Blvd

Scottsdale, AZ 85251

650-781-8880

James Good

BGK Capital

3060 N Swan Rd

Tucson, AZ 85712

520-600-3064

Thanasi Panagiotakopoulos

Life Managed

5134 N. Central Ave.
Suite 101

Phoenix, AZ 85012

602-931-5043

Blake Davelaar

Allworth Financial

6450 N Swan Road, Suite 100

Tucson, AZ 85718

888-242-6766

Chad Anderson

Anderson Wealth LLC

2500 S Power Rd Suite 223 BLDG 9

480-206-2430

Jacob Vanderslik

Edelman Financial Engines, LLC

4742 N. 24th Street
Suite 400

Phoenix, AZ 85016

602-553-2024

James Golichowski

Edelman Financial Engines, LLC

3100 West Ray Road, Suite 334
Suite 801

Chandler, AZ 85226

480-946-3626

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

List of Additional Retirement Planners in Arizona*

* Additional advisor listing is provided in partnership with Yext

The Franklin Alvarado Group - Morgan Stanley

7175 N Pima Canyon Dr

Tucson, AZ 85718
520-519-2300

Bridge Financial Strategies

11111 N. Scottsdale Road
Suite 205

Scottsdale, AZ 85254
480-378-2383

Aaron Kurasch - Ameriprise Financial Services, LLC

16220 N Scottsdale Rd
Ste 250

Scottsdale, AZ 85254
480-922-4217

Silver Lining Wealth Advisors - Ameriprise Financial Services, LLC

16220 N Scottsdale Rd
Ste 250

Scottsdale, AZ 85254
480-922-4234

Ed Koven - Ameriprise Financial Services, LLC

1715 E Skyline Dr
Ste 151

Tucson, AZ 85718
520-877-5636

Anderson Financial Group

6400 E. El Dorado Circle
Ste. C-200

Tucson, AZ 85715
520-886-8686

Michael Gobbato - Morgan Stanley

14850 N Scottsdale Rd
Suite 600

Scottsdale, AZ 85254
480-922-7913

Edward Jones - Financial Advisor: Pete Schraufnagel, AAMS"

1543 W Elliot Rd
Suite 103

Gilbert, AZ 85233
480-497-6600

Ana Alburquerque - Morgan Stanley

14850 N Scottsdale Rd
Suite 600

Scottsdale, AZ 85254
480-922-7911

Newman's Financial Planning

480-798-9544

Backbone Financial

4900 Scottsdale Road
Suite 3700

Scottsdale, AZ 85251
480-824-4100

Grant Peterson - Morgan Stanley

14850 N Scottsdale Rd
Suite 600

Scottsdale, AZ 85254
480-624-5754

Blakely Walters

3333 North Hayden Road

Scottsdale, AZ 85251
480-776-5897

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

Phillip Williams - Ameriprise Financial Services, Inc.

268 E River Rd
Ste 100

Tucson, AZ 85704
520-529-8145

CardConnect Paradise

2929 N 44th St
Ste 220

Phoenix, AZ 85018
480-289-6300

The Chacopulos Group - Morgan Stanley

14850 N Scottsdale Rd
Suite 600

Scottsdale, AZ 85254
480-922-7936

Arizona Retirement Planning

8655 East Via De Ventura
Suite F-127

Scottsdale, AZ 85258
480-345-3155

PrideStaff

432 North Litchfield Road
Suite 316

Goodyear, AZ 85338
623-215-2631

Nicholas Cipriano - Morgan Stanley

2398 E Camelback Rd
Suite 800

Phoenix, AZ 85016
602-954-5752

Clark & Associates Financial Services, PLLC

9977 North 90th Street
Suite 170

Scottsdale, AZ 85258
480-429-6555

Paul A Koch - Ameriprise Financial Services, LLC

2398 E Camelback Rd
Ste 550

Phoenix, AZ 85016
623-687-2610

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

Elizabeth Reyes

1833 W Main St
Suite 138

Mesa, AZ 85201
480-262-8102

Edward Jones - Financial Advisor: Josh Bring, AAMS"

3011 S Lindsay Rd
Ste 103

Gilbert, AZ 85295
480-899-3476

Edward Jones - Financial Advisor: Jeff Falls

13610 N Scottsdale Rd
Suite 8

Scottsdale, AZ 85254
480-948-1028

Raintree Wealth Partners

8350 East Raintree Drive
Suite 250

Scottsdale, AZ 85260
877-717-2772

Allstate Personal Financial Representative: Carrie Vidamo

1560 W Warner Rd
Ste 201

Gilbert, AZ 85233
623-229-9748

Matthew Rea - Ameriprise Financial Services, LLC

16220 N Scottsdale Rd
Ste 250

Scottsdale, AZ 85254
480-922-4222

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

Kevin L Ehlers - Ameriprise Financial Services, LLC

15396 N 83rd Ave
Bldg G-101

Peoria, AZ 85381
623-486-8440

The Martin Group - UBS Financial Services Inc.

2555 East Camelback Road
Suite 600

Phoenix, AZ 85016
602-957-5105

The Pinnacle Group - UBS Financial Services Inc.

4800 N Scottsdale Road
Suite 4500

Scottsdale, AZ 85251
480-443-5474

Amy Bley - Ameriprise Financial Services, Inc.

4450 S Rural Rd
Ste A140

Tempe, AZ 85282
480-755-1591

Eric Franz, CEPA - UBS Financial Services Inc.

2575 East Camelback Road
Suite 900

Phoenix, AZ 85016
602-957-5146

Philip Pappas II - Ameriprise Financial Services, LLC

5151 E Broadway Blvd
Ste 1530

Tucson, AZ 85711
520-514-1027

Steven Rabin - Ameriprise Financial Services, LLC

161 E Rivulon Blvd
Ste 108

Gilbert, AZ 85297
480-396-6040

Joseph Barkat - Ameriprise Financial Services, LLC

161 E Rivulon Blvd
Ste 108

Gilbert, AZ 85297
480-641-9188

Full Moon Financial

1 S. Church Avenue
Suite 2200

Tucson, AZ 85701
520-270-4306

Craig Scrimpshire - Ameriprise Financial Services, LLC

5690 W Chandler Blvd
Ste 4

Chandler, AZ 85226
480-264-5104

Mike Palmer - Ameriprise Financial Services, LLC

16220 N Scottsdale Rd
Ste 250

Scottsdale, AZ 85254
480-922-4253

Edward Jones - Financial Advisor: Erik Reichstein, AAMS"

7254 E Southern Ave
Suite 109

Mesa, AZ 85209
480-830-0098

Tucson, AZ Branch Office - UBS Financial Services Inc.

2840 E. Skyline Drive
Suite 200

Tucson, AZ 85718
520-750-7500

Bahbah Sobers Wealth Management - UBS Financial Services Inc.

2575 East Camelback Road
Suite 900

Phoenix, AZ 85016
602-957-5189

Impact Wealth Management - UBS Financial Services Inc.

4800 N. Scottsdale Road
Suite 4500

Scottsdale, AZ 85251
480-443-5487

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

Carlos D. Ruiz Pacheco

408-500-5159

Thaxton Peterson - Morgan Stanley

2398 E Camelback Rd
Suite 800

Phoenix, AZ 85016
602-954-5725

Edward Jones - Financial Advisor: Peggy A Klein, CFP®|ChFC®

10445 N Oracle Rd
Suite 220

Oro Valley, AZ 85737
520-797-3812

First Command Financial Advisor - Bryce Maxson

17505 N 79th Ave
Suite 303

Glendale, AZ 85308
623-218-6251

Allstate Personal Financial Representative: Alan Zorne

3690 S Estrella Pkwy
Ste 107

Goodyear, AZ 85338
602-370-1886

Luis Antonio Ayala Resendiz

10000 N. 31st Ave
Suite C316

Phoenix, AZ 85051
408-500-5159

The Meyer Group - Morgan Stanley

14850 N Scottsdale Rd
Suite 600

Scottsdale, AZ 85254
480-368-6566

Lance P Eaton - Morgan Stanley

2398 E Camelback Rd
Suite 800

Phoenix, AZ 85016
602-954-5746

SagePoint Financial, Inc. Scott Killworth

5470 South Lakeshore Drive
Suite 103

Tempe, AZ 85283
480-270-9245

Sally Morgan Allison - Ameriprise Financial Services, LLC

3610 N Prince Village Pl
Ste 130

Tucson, AZ 85719
520-795-1648

Rottenstein Wealth Management and Consulting - UBS Financial Services Inc.

2840 E. Skyline Drive
Tucson

Tucson, AZ 85718
520-748-3628

Edward Jones - Financial Advisor: Phalen A Booker

4250 N Drinkwater Blvd
Ste 170

Scottsdale, AZ 85251
480-423-1129

Safeguard Estate and Financial

9000 E Pima Center Pkwy
150

Scottsdale, AZ 85258
480-842-5000

Ascension College Planning

2500 E 22nd Street

Tucson, AZ 85713
520-918-0340

Azterra Accounting Services

602-881-6603

Alan Himebaugh - Morgan Stanley

14850 N Scottsdale Rd
Suite 600

Scottsdale, AZ 85254
480-922-7957

Rougemont Insurance Group

16165 N 83rd Ave
#200

Peoria, AZ 85382
623-215-4139

Craig Nochumson

6979 E Broadway Blvd
#127

Tucson, AZ 85710
520-268-9015

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

Sarah Schmidt - Ameriprise Financial Services, LLC

14274 N Northsight Blvd
Ste 100

Scottsdale, AZ 85260
480-473-0376

Foundation Funding LLC

260 E Raintree Dr.
Suite 205

Scottsdale, AZ 85260
623-335-2541

Lomsdalen Wealth Management - Ameriprise Financial Services, LLC

16220 N Scottsdale Rd
Ste 250

Scottsdale, AZ 85254
480-922-4220

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

Montgomery Hollahan Group - Morgan Stanley

14850 N Scottsdale Rd
Suite 600

Scottsdale, AZ 85254
480-922-7828

John W Cheang - Ameriprise Financial Services, LLC

16220 N Scottsdale Rd
Ste 250

Scottsdale, AZ 85254
480-922-4227

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

Theodore John Crowley II - Morgan Stanley

14850 N Scottsdale Rd
Suite 600

Scottsdale, AZ 85254
480-922-7939

Kyle Backus - Morgan Stanley

2398 E Camelback Rd
Suite 800

Phoenix, AZ 85016
602-954-5738

Westmark Wealth Management

5050 North 40th Street
Suite 140

Phoenix, AZ 85018
602-714-1950

Premiere Retirement Planning & Wealth Management

2929 North Power Road
Suite 101

Mesa, AZ 85215
520-780-9059

Adam Hamilton Paoli - Morgan Stanley

7175 N Pima Canyon Dr

Tucson, AZ 85718
520-519-2307

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

Brian Leinbach - Ameriprise Financial Services, LLC

17505 N 79th Ave
Ste 102

Glendale, AZ 85308
623-207-7760

Michael Metts - Morgan Stanley

14850 N Scottsdale Rd
Suite 600

Scottsdale, AZ 85254
480-922-7881

DeMichele Wealth Management - UBS Financial Services Inc.

4800 N Scottsdale Road
Suite 4500

Scottsdale, AZ 85251
480-443-5487

Elizabeth Dobre

10000 N. 31st Ave
Suite C316

Phoenix, AZ 85051
408-500-5159

Edward Jones - Financial Advisor: William L Carlson

8010 E McDowell Rd
Ste 122

Scottsdale, AZ 85257
480-941-3137

Allstate Personal Financial Representative: Bryce Williams

16674 N 91st St
Ste 107d

Scottsdale, AZ 85260
775-848-7575

Cole Adamson - Morgan Stanley

14850 N Scottsdale Rd
Suite 600

Scottsdale, AZ 85254
480-922-7941

Kristi Morrow - Ameriprise Financial Services, LLC

14500 N Northsight Blvd
Ste 213

Scottsdale, AZ 85260
602-825-3212

Troy Corbridge - Morgan Stanley

14850 N Scottsdale Rd
Suite 600

Scottsdale, AZ 85254
480-922-7966

Allstate Personal Financial Representative: Marcia Kennedy

1119 E University Dr

Mesa, AZ 85203
602-531-0997

George F. Herget Jr. - Morgan Stanley

7175 N Pima Canyon Dr

Tucson, AZ 85718
520-519-2328

Ellish Wealth Management - Ameriprise Financial Services, LLC

5701 W Talavi Blvd
Ste 155

Glendale, AZ 85306
623-308-2000

Treguboff Group - Morgan Stanley

16155 N 83rd Ave
Suite 100

Peoria, AZ 85382
623-875-2435

Sheri Martin - UBS Financial Services Inc.

2555 East Camelback Road
Suite 600

Phoenix, AZ 85016
602-957-5105

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

Tracy L Adamczyk - Ameriprise Financial Services, LLC

14274 N Northsight Blvd
Ste 100

Scottsdale, AZ 85260
480-268-2323

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

Susanna A Hadden - Morgan Stanley

7175 N Pima Canyon Dr

Tucson, AZ 85718
520-519-2356

Brian Dobbins - Ameriprise Financial Services, LLC

6909 E Greenway Pkwy
Ste 245

Scottsdale, AZ 85254
602-794-0191

Aida Castro, MBA

1 South Church Ave
Suite 2200

Tucson, AZ 85701
520-620-5408

Stanton Dwight - Ameriprise Financial Services, LLC

16220 N Scottsdale Rd
Ste 250

Scottsdale, AZ 85254
480-922-4207

Terese Anne Loscalzo - Morgan Stanley

7175 N Pima Canyon Dr

Tucson, AZ 85718
520-519-2309

Nick James Polydoros, CFP - UBS Financial Services Inc.

4800 N Scottsdale Road
Suite 4500

Scottsdale, AZ 85251
480-443-5416

Thomas Blanchard - Morgan Stanley

7175 N Pima Canyon Dr

Tucson, AZ 85718
520-878-1985

Becky Johnson - Ameriprise Financial Services, Inc.

4400 E Broadway Blvd
Ste 712

Tucson, AZ 85711
520-327-3299

Bruce Usher - Usher & Associates LLC

8134 East Cactus Road Ste 600

Scottsdale, AZ 85260
480-861-6076

Scottsdale Financial Group

8134 East Cactus Road, Suite 600

Scottsdale, AZ 85260
480-922-5900

Heather Pospisil - Morgan Stanley

2398 E Camelback Rd
Suite 800

Phoenix, AZ 85016
602-954-5780

Ted Horowitz - Ameriprise Financial Services, LLC

16220 N Scottsdale Rd
Ste 250

Scottsdale, AZ 85254
623-687-2611

AutoZone Auto Parts

19680 W Indian School Rd

Buckeye, AZ 85396
602-635-5985

Charles Fw Schwartz - Ameriprise Financial Services, LLC

551 Skyview Dr

Prescott, AZ 86303
928-771-2007

Nicholas Vincent Favia - Morgan Stanley

14850 N Scottsdale Rd
Suite 600

Scottsdale, AZ 85254
480-922-7995

KDI WealthManagement

8817 East Bell Road
Suite 202

Scottsdale, AZ 85260
928-474-4350

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

Wayne D Kandas - Ameriprise Financial Services, LLC

2398 E Camelback Rd
Ste 550

Phoenix, AZ 85016
480-922-4215

Seros Financial

2141 East Broadway Road
Suite 220

Tempe, AZ 85282
480-967-1155

Silver Birch Advisors

14362 North Frank Lloyd Wright Boulevard
Suite 1000

Scottsdale, AZ 85260
480-477-6580

Jeffrey Adams - UBS Financial Services Inc.

4800 N Scottsdale Road
Suite 4500

Scottsdale, AZ 85251
858-947-7131

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

Alexander Mccrohan, CFP - UBS Financial Services Inc.

2840 E. Skyline Drive
Tucson

Tucson, AZ 85718
520-748-3658

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

2575 East Camelback Road
Suite 900

Phoenix, AZ 85016
602-957-5152

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

Root Assets

11135 East Golf Links Road

Tucson, AZ 85730
520-222-7225

Moyer Wealth Management - UBS Financial Services Inc.

4800 N Scottsdale Road
Suite 4500

Scottsdale, AZ 85251
480-443-5450

Fortress Financial Strategies

20325 North 51st Avenue
Suite 134

Glendale, AZ 85308
623-255-5180

Sound Advice Financial Planning - David Lesnick

7075 West Bell Road
Suite 8

Glendale, AZ 85308
623-878-6470

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

Carl Anderson - Ameriprise Financial Services, LLC

16220 N Scottsdale Rd
Ste 250

Scottsdale, AZ 85254
480-922-4200

Jason Ayala - Ameriprise Financial Services, LLC

14500 N Northsight Blvd
Ste 213

Scottsdale, AZ 85260
602-825-3212

Eric Hegarty - Morgan Stanley

14850 N Scottsdale Rd
Suite 600

Scottsdale, AZ 85254
480-345-4714

James E Meyer - Morgan Stanley

14850 N Scottsdale Rd
Suite 600

Scottsdale, AZ 85254
480-368-6566

Morgan Stanley Financial Advisors

16155 N 83rd Ave
Suite 100

Peoria, AZ 85382
623-875-2400

James Boullion - UBS Financial Services Inc.

4800 N Scottsdale Road
Suite 4500

Scottsdale, AZ 85251
480-443-5420

Jennifer Pope - UBS Financial Services Inc.

4800 N Scottsdale Road
Suite 4500

Scottsdale, AZ 85251
480-443-5428

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

Ryan Freberg - UBS Financial Services Inc.

2575 East Camelback Road
Suite 900

Phoenix, AZ 85016
602-957-5186

Jerry O'Neill - Ameriprise Financial Services, LLC

1715 E Skyline Dr
Ste 151

Tucson, AZ 85718
520-877-5603

Chuck Smith - Ameriprise Financial Services, LLC

161 E Rivulon Blvd
Ste 108

Gilbert, AZ 85297
480-545-8390

Marcella Lees - Ameriprise Financial Services, LLC

16220 N Scottsdale Rd
Ste 250

Scottsdale, AZ 85254
480-922-4213

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

Trae Farrell - Morgan Stanley

14850 N Scottsdale Rd
Suite 600

Scottsdale, AZ 85254
480-345-4738

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

Matt MacLean - Ameriprise Financial Services, LLC

7992 W Thunderbird Rd
Ste 110

Peoria, AZ 85381
623-388-6465

Michael Vukonich - Ameriprise Financial Services, LLC

4450 S Rural Rd
Ste A140

Tempe, AZ 85282
480-897-8667

Grand Canyon Wealth Manangement

6641 S Kings Ranch Road
# 4

Gold Canyon, AZ 85118
480-590-3590

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

Anthony Esguerra - Morgan Stanley

16155 N 83rd Ave
Suite 100

Peoria, AZ 85382
623-875-2422

Renee Hanson - Ameriprise Financial Services, LLC

7010 E Chauncey Ln
Ste 200

Phoenix, AZ 85054
602-923-9800

Financial Life Planners

10429 South 51st Street
Suite 220

Phoenix, AZ 85044
480-477-8530

Cetera Investors - Stead Julian

1702 E Highland Avenue
#204

Phoenix, AZ 85016
602-841-2627

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

Erik Blanton - Ameriprise Financial Services, LLC

5690 W Chandler Blvd
Ste 4

Chandler, AZ 85226
480-568-8896

Fleming Financial Services

4702 E Southern Ave

Mesa, AZ 85206
480-632-8770

Smith Wealth Management Group - UBS Financial Services Inc.

2575 East Camelback Road
Suite 900

Phoenix, AZ 85016
602-957-5166

Andrew J Meyer - Morgan Stanley

14850 N Scottsdale Rd
Suite 600

Scottsdale, AZ 85254
480-922-7930

Robert Burns - UBS Financial Services Inc.

2840 E. Skyline Drive
Tucson

Tucson, AZ 85718
520-748-3673

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

Blake Rorbach - UBS Financial Services Inc.

2555 East Camelback Road
Suite 600

Phoenix, AZ 85016
602-957-5128

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

SJI Financial Services

7481 E Broadway Blvd.

Tucson, AZ 85710
520-326-6133

Dewey M Darwin - Ameriprise Financial Services, LLC

16220 N Scottsdale Rd
Ste 250

Scottsdale, AZ 85254
480-922-4205

WJ Wealth Management

18275 North 59th Avenue
Suite B-112

Glendale, AZ 85308
602-942-1321

Assured Financial, LLC

14362 N Frank Lloyd Wright Boulevard
Suite 1000

Scottsdale, AZ 85260
480-305-5661

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

Geri Mette - Morgan Stanley

2398 E Camelback Rd
Suite 800

Phoenix, AZ 85016
602-954-5717

Philip L Morton - Morgan Stanley

2398 E Camelback Rd
Suite 800

Phoenix, AZ 85016
602-954-5741

Joseph DeMichele - UBS Financial Services Inc.

4800 N Scottsdale Road
Suite 4500

Scottsdale, AZ 85251
480-443-5487

Jennifer Herl - Ameriprise Financial Services, LLC

5701 W Talavi Blvd
Ste 155

Glendale, AZ 85306
623-308-2000

Sean McEvilly - Morgan Stanley

14850 N Scottsdale Rd
Suite 600

Scottsdale, AZ 85254
480-502-6093

Lessard Wealth Management

7337 East Doubletree Ranch Road
Suite 195

Scottsdale, AZ 85258
480-463-5433

The Pusch Peak Group - Morgan Stanley

7175 N Pima Canyon Dr

Tucson, AZ 85718
520-878-1988

Rick Martinez - Ameriprise Financial Services, LLC

4450 S Rural Rd
Ste A140

Tempe, AZ 85282
480-755-3399

Rene Espinoza - Ameriprise Financial Services, LLC

4450 S Rural Rd
Ste A140

Tempe, AZ 85282
480-730-8700

Gary Bishop - Ameriprise Financial Services, LLC

16220 N Scottsdale Rd
Ste 250

Scottsdale, AZ 85254
480-922-4249

Alexander T Schneebacher - Ameriprise Financial Services, LLC

6909 E Greenway Pkwy
Ste 245

Scottsdale, AZ 85254
602-794-1105

Charles Palacios - Ameriprise Financial Services, LLC

14274 N Northsight Blvd
Ste 100

Scottsdale, AZ 85260
480-473-0376

John "Jake" Sanford - Morgan Stanley

16155 N 83rd Ave
Suite 100

Peoria, AZ 85382
623-875-2438

Laurence Lof Financial Advisors

4757 E Camp Lowell Dr

Tucson, AZ 85712
520-881-2523

Lee Cooper - Ameriprise Financial Services, LLC

5055 E Broadway Blvd
Ste D201

Tucson, AZ 85711
520-777-1371

Steven Kreutzberg - Ameriprise Financial Services, LLC

17505 N 79th Ave
Ste 102

Glendale, AZ 85308
623-594-4600

Paul Altobelli - Ameriprise Financial Services, LLC

1715 E Skyline Dr
Ste 151

Tucson, AZ 85718
520-877-5644

Stephen Patrick Harnden - Ameriprise Financial Services, LLC

7992 W Thunderbird Rd
Ste 110

Peoria, AZ 85381
623-972-3133

Mason Haugland - Ameriprise Financial Services, LLC

5690 W Chandler Blvd
Ste 4

Chandler, AZ 85226
480-397-9800

Edward Jones - Financial Advisor: Kim Bilbrey, AAMS"

2139 Airway Ave
Suite B

Kingman, AZ 86409
928-757-5831

Debra Coyle - Ameriprise Financial Services, LLC

1715 E Skyline Dr
Ste 151

Tucson, AZ 85718
520-877-5600

Zakie Gardezy

8601 N Scottsdale Rd
Suite 100

Scottsdale, AZ 85253
602-706-5480

Bob Solis - Morgan Stanley

16155 N 83rd Ave
Suite 100

Peoria, AZ 85382
623-875-2432

Holton & Kosanke Wealth Management, LLC

8427 North Mountain Stone Pine Way

Tucson, AZ 85743
503-756-0113

Jason Bleimeyer - Morgan Stanley

14850 N Scottsdale Rd
Suite 600

Scottsdale, AZ 85254
480-624-5715

Scott Murray - UBS Financial Services Inc.

2575 East Camelback Road
Suite 900

Phoenix, AZ 85016
602-957-5143

Carlos Hidalgo - Gateway Mortgage Group

8355 E. Hartford Dr.
Ste. 207

Scottsdale, AZ 85255
480-257-1670

Karekin Girair Kaprelian - Ameriprise Financial Services, LLC

14274 N Northsight Blvd
Ste 100

Scottsdale, AZ 85260
480-473-0376

Amy J Wolken - Ameriprise Financial Services, LLC

17505 N 79th Ave
Ste 102

Glendale, AZ 85308
520-732-8849

John D Burgraff - Morgan Stanley

14850 N Scottsdale Rd
Suite 600

Scottsdale, AZ 85254
480-368-6602

Sarinya Jackie Phillips - Morgan Stanley

7175 N Pima Canyon Dr

Tucson, AZ 85718
520-519-2315

Baha Chanel - Morgan Stanley

14850 N Scottsdale Rd
Suite 600

Scottsdale, AZ 85254
480-368-6505

Justin Wade Breece - Morgan Stanley

14850 N Scottsdale Rd
Suite 600

Scottsdale, AZ 85254
480-624-5719

Robert Roman

2560 E 10th Street

Tucson, AZ 85716
520-647-2665

Lincoln Investment

5016 South Ash Avenue
Suite 103

Tempe, AZ 85282
877-469-7377

Cesar Castelo - Morgan Stanley

7175 N Pima Canyon Dr

Tucson, AZ 85718
520-519-2322

Ken Johnston - Ameriprise Financial Services, LLC

15396 N 83rd Ave
Bldg G-101

Peoria, AZ 85381
623-486-8440

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

Polaris Wealth Group - Ameriprise Financial Services, LLC

15396 N 83rd Ave
Bldg G-101

Peoria, AZ 85381
623-486-8440

Terry Wengert

480-528-6664

Chad Stauffacher - Ameriprise Financial Services, LLC

4040 E Camelback Rd
Ste 212

Phoenix, AZ 85018
480-927-3639

Athena Gatan - Ameriprise Financial Services, LLC

7992 W Thunderbird Rd
Ste 110

Peoria, AZ 85381
623-972-3133

McCrossan & Associates - Ameriprise Financial Services, LLC

1201 S Alma School Rd
Ste 10000

Mesa, AZ 85210
480-833-1809

Allstate Personal Financial Representative: James North

1140 N Gilbert Rd
Ste 110

Gilbert, AZ 85234
480-406-8180

Allstate Personal Financial Representative: Mark Markham

34225 N 27th Dr
Ste 108

Phoenix, AZ 85085
480-946-6543

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

2575 East Camelback Road
Suite 900

Phoenix, AZ 85016
602-957-5121

Josh Winston - Ameriprise Financial Services, LLC

16220 N Scottsdale Rd
Ste 250

Scottsdale, AZ 85254
480-922-4211

Michael Choy - UBS Financial Services Inc.

2575 East Camelback Road
Suite 900

Phoenix, AZ 85016
602-957-5157

Renae E Smith - Ameriprise Financial Services, LLC

4720 W Maverick Ln
Ste 105

Lakeside, AZ 85929
928-368-4090

Allstate Personal Financial Representative: Ronald Wilson

7385 S Houghton Rd
Ste 125

Tucson, AZ 85747
520-370-6553

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

2575 East Camelback Road
Suite 900

Phoenix, AZ 85016
602-957-5152

Philip Delord - Ameriprise Financial Services, LLC

16220 N Scottsdale Rd
Ste 250

Scottsdale, AZ 85254
480-922-4206

Rob Lenz - Morgan Stanley

14850 N Scottsdale Rd
Suite 600

Scottsdale, AZ 85254
480-368-6588

Steve Schulte - Ameriprise Financial Services, LLC

3150 S Catalina Dr
Ste 4

Yuma, AZ 85364
928-726-9536

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

First Command Financial Advisor - Luke Groninger

333 W. Wilcox Dr
Ste 100

Sierra Vista, AZ 85635
520-335-1200

Legacy Advisors Arizona, LLC

8767 East Vía de Ventura
Suite 100A

Scottsdale, AZ 85258
480-292-8116

Arizona Private Wealth - Ameriprise Financial Services, LLC

4040 E Camelback Rd
Ste 212

Phoenix, AZ 85018
480-927-3639

Eric Gill - Ameriprise Financial Services, LLC

14274 N Northsight Blvd
Ste 100

Scottsdale, AZ 85260
480-473-0376

Christopher J Mc Crossan - Ameriprise Financial Services, LLC

1201 S Alma School Rd
Ste 10000

Mesa, AZ 85210
480-833-1809

Stephen T Hester - Ameriprise Financial Services, LLC

5000 E Mediterranean Dr
Ste A

Sierra Vista, AZ 85635
520-452-9988

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

2575 E. Camelback Rd.
Suite 900

Phoenix, AZ 85016
602-957-5135

Daniel Paoli - Morgan Stanley

7175 N Pima Canyon Dr

Tucson, AZ 85718
520-519-2332

Andy Hall - Morgan Stanley

14850 N Scottsdale Rd
Suite 600

Scottsdale, AZ 85254
480-922-7851

Watts Gwilliam & Company

2730 S. Val Vista Dr.
Ste 124

Gilbert, AZ 85295
480-889-8998

Mark E Parfet - Ameriprise Financial Services, LLC

6909 E Greenway Pkwy
Ste 245

Scottsdale, AZ 85254
602-794-1166

Affinity Wealth Advisory Group - Ameriprise Financial Services, LLC

7010 E Chauncey Ln
Ste 200

Phoenix, AZ 85054
602-923-9800

Gateway Capital Management

7695 E. Manana Drive

Scottsdale, AZ 85255
480-266-7536

Brent Pressentin - Morgan Stanley

14850 N Scottsdale Rd
Suite 600

Scottsdale, AZ 85254
480-922-7804

James Clark - Morgan Stanley

16155 N 83rd Ave
Suite 100

Peoria, AZ 85382
623-875-2424

Brent Flading - Ameriprise Financial Services, LLC

1715 E Skyline Dr
Ste 151

Tucson, AZ 85718
520-877-5622

Katherine J Kenison - Ameriprise Financial Services, Inc.

14274 N Northsight Blvd
Ste 100

Scottsdale, AZ 85260
480-473-0376

Melanie Braun - Ameriprise Financial Services, LLC

6909 E Greenway Pkwy
Ste 245

Scottsdale, AZ 85254
602-794-1100

Marshall J Campbell - Morgan Stanley

2398 E Camelback Rd
Suite 800

Phoenix, AZ 85016
602-954-5792

Echelon Private Wealth, LLC

7047 E Greenway Parkway
Suite 250

Scottsdale, AZ 85254
602-922-9998

J.R. Wagner - Ameriprise Financial Services, LLC

17505 N 79th Ave
Ste 102

Glendale, AZ 85308
623-594-4600

Morgan Stanley Financial Advisors

2398 E Camelback Rd
Suite 800

Phoenix, AZ 85016
602-954-7766

Morgan Stanley Financial Advisors

7175 N Pima Canyon Dr

Tucson, AZ 85718
520-519-2300

Eric Burns - Morgan Stanley

14850 N Scottsdale Rd
Suite 600

Scottsdale, AZ 85254
480-345-4707

Gabriel D Hoffmann - Morgan Stanley

14850 N Scottsdale Rd
Suite 600

Scottsdale, AZ 85254
480-345-4731

Fernando A. Arreola - Morgan Stanley

7175 N Pima Canyon Dr

Tucson, AZ 85718
520-745-7068

Ascendant Financial Solutions

809 W. Riordan Road
Suite 104

Flagstaff, AZ 86001
928-774-9598

Kyle Edsall - Ameriprise Financial Services, Inc.

14274 N Northsight Blvd
Ste 100

Scottsdale, AZ 85260
480-473-0376

Tom Levin - Morgan Stanley

2398 E Camelback Rd
Suite 800

Phoenix, AZ 85016
602-954-5743

Allstate Personal Financial Representative: Steven Hite

645 E Speedway Blvd

Tucson, AZ 85705
520-235-7276

Scott A Pfotenhauer - Morgan Stanley

14850 N Scottsdale Rd
Suite 600

Scottsdale, AZ 85254
480-345-4717

Steven Rhein - Ameriprise Financial Services, LLC

141 S McCormick St
Ste 104

Prescott, AZ 86303
928-771-2117

Christopher Travelle - Morgan Stanley

14850 N Scottsdale Rd
Suite 600

Scottsdale, AZ 85254
480-922-7879

Anthony James Montgomery Sr. - Morgan Stanley

14850 N Scottsdale Rd
Suite 600

Scottsdale, AZ 85254
480-922-7828

Edward Jones - Financial Advisor: Michael W Barton, AAMS"

2033 E Warner Rd
Suite 106

Tempe, AZ 85284
480-857-7016

James Rettke - Ameriprise Financial Services, LLC

14274 N Northsight Blvd
Ste 100

Scottsdale, AZ 85260
480-268-2336

Joshua LeBlanc - Morgan Stanley

16155 N 83rd Ave
Suite 100

Peoria, AZ 85382
480-922-7982

Craig Landers - Ameriprise Financial Services, LLC

15396 N 83rd Ave
Bldg G-101

Peoria, AZ 85381
623-486-8440

Stephen Lomsdalen - Ameriprise Financial Services, LLC

16220 N Scottsdale Rd
Ste 250

Scottsdale, AZ 85254
480-922-4220

Nick Dyer - Ameriprise Financial Services, LLC

8722 E Via De Commercio
Ste 200

Scottsdale, AZ 85258
480-788-4891

Prominent Peak Wealth Management

Two North Central Avenue
Suite 1800

Phoenix, AZ 85004
480-248-3539

Garrett Pierce Smith - Ameriprise Financial Services, LLC

5055 E Broadway Blvd
Ste D201

Tucson, AZ 85711
520-514-6000

Edward Jones - Financial Advisor: Jamie Fort, CFP®

3134 W Carefree Hwy
Suite 12

Phoenix, AZ 85086
623-580-3956

Mike Lenderink - Morgan Stanley

14850 N Scottsdale Rd
Suite 600

Scottsdale, AZ 85254
480-922-7806

Darren Desmond, CFP - UBS Financial Services Inc.

2575 East Camelback Road
Suite 900

Phoenix, AZ 85016
602-957-5184

Mark Shultz - UBS Financial Services Inc.

4800 N Scottsdale Road
Suite 4500

Scottsdale, AZ 85251
480-443-5476

Barton Spector Wealth Strategies

6909 E Greenway Pkwy
Suite 295

Scottsdale, AZ 85254
480-409-5924

Beth Vance - Ameriprise Financial Services, LLC

5151 E Broadway Blvd
Ste 730

Tucson, AZ 85711
520-748-2384

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

16220 N Scottsdale Rd
Ste 250

Scottsdale, AZ 85254
480-922-4229

Aaron M Thomas - Ameriprise Financial Services, LLC

2415 E Camelback Rd
Ste 700

Phoenix, AZ 85016
602-553-1076

Bailey Wealth Management - UBS Financial Services Inc.

4800 N Scottsdale Road
Suite 4500

Scottsdale, AZ 85251
480-443-5408

John Erickson - Ameriprise Financial Services, LLC

161 E Rivulon Blvd
Ste 108

Gilbert, AZ 85297
480-396-6028

Aaron Rottenstein, CFP, CIMA - UBS Financial Services Inc.

2840 E. Skyline Drive
Tucson

Tucson, AZ 85718
520-748-3628

Justin Hill - Ameriprise Financial Services, LLC

15396 N 83rd Ave
Bldg G-101

Peoria, AZ 85381
623-486-8440

William Favia - Morgan Stanley

14850 N Scottsdale Rd
Suite 600

Scottsdale, AZ 85254
480-922-7813

Tyson Tibshraeny - UBS Financial Services Inc.

2575 East Camelback Road
Suite 900

Phoenix, AZ 85016
602-957-5155

Ben W Belanger - Ameriprise Financial Services, LLC

16220 N Scottsdale Rd
Ste 250

Scottsdale, AZ 85254
480-922-4200

Adara Wealth Management

205 W. Giaconda Way
Suite 115

Tucson, AZ 85704
520-467-5506

Alice Arant-Cousins - Ameriprise Financial Services, LLC

4450 S Rural Rd
Ste A140

Tempe, AZ 85282
602-910-3733

Richard L Clark - Ameriprise Financial Services, LLC

6816 E Brown Rd
Ste 101

Mesa, AZ 85207
480-264-5102

Edward Jones - Financial Advisor: Raymond F Tenpenny III

16435 N Scottsdale Rd
#B110

Scottsdale, AZ 85254
480-998-3371

Watermark Wealth Strategies

2151 E Pecos Rd
Suite #3

Chandler, AZ 85225
480-464-9300

Stifel | Dale Lewis

2801 East Camelback Road
Suite 300

Phoenix, AZ 85016
602-952-2500

Allstate Personal Financial Representative: Michael Franzen

9568 E Golf Links Rd

Tucson, AZ 85730
520-870-9103

Benjamin Haugland - Ameriprise Financial Services, LLC

5690 W Chandler Blvd
Ste 4

Chandler, AZ 85226
480-397-9800

Petr Chytka - Morgan Stanley

14850 N Scottsdale Rd
Suite 600

Scottsdale, AZ 85254
480-368-6572

Jason Wiseman

480-262-8102

Mitchell/AbdyTeam - UBS Financial Services Inc.

2840 E. Skyline Drive
Tucson

Tucson, AZ 85718
520-748-3612

Curt Blik - Morgan Stanley

14850 N Scottsdale Rd
Suite 600

Scottsdale, AZ 85254
480-922-7807

Chip McLaughlin - Morgan Stanley

7175 N Pima Canyon Dr

Tucson, AZ 85718
520-519-2339

First Command Financial Advisor - Alan Altherr

17505 N 79th Ave
Suite 303

Glendale, AZ 85308
623-218-6251

Allstate Personal Financial Representative: Glenda Donley

2301 W Sr 89A
Ste 103

Sedona, AZ 86336
928-282-9226

The Grand Canyon Group - Morgan Stanley

14850 N Scottsdale Rd
Suite 600

Scottsdale, AZ 85254
480-922-7853

First Command Financial Advisor - Tim Trimmell

17505 N 79th Ave
Suite 303

Glendale, AZ 85308
623-218-6251

Hugo Frausto - Morgan Stanley

7175 N Pima Canyon Dr

Tucson, AZ 85718
520-745-7074

Fuller Financial, LLC

1772 E Boston St
Suite #103

Gilbert, AZ 85295
480-631-7133

The Jamsa Group - Morgan Stanley

16155 N 83rd Ave
Suite 100

Peoria, AZ 85382
623-875-2441

First Command Financial Advisor - Jason Gustavson

6991 East Camelback Rd.
Ste D-300

Scottsdale, AZ 85251
480-386-7005

Mark B. Fast - Morgan Stanley

14850 N Scottsdale Rd
Suite 600

Scottsdale, AZ 85254
480-922-7951

First Command Financial Advisor - Shawn Feliciano

333 W. Wilcox Dr
Ste 100

Sierra Vista, AZ 85635
520-335-1200

Brandon Rose - Morgan Stanley

2398 E Camelback Rd
Suite 800

Phoenix, AZ 85016
602-954-5727

Roberto Monroy - Morgan Stanley

7175 N Pima Canyon Dr

Tucson, AZ 85718
520-745-7017

Ronald Diaz - Morgan Stanley

7175 N Pima Canyon Dr

Tucson, AZ 85718
520-519-2308

Bennie Schmidt - Ameriprise Financial Services, LLC

4250 N Drinkwater Blvd
Fl 3

Scottsdale, AZ 85251
602-840-1888

Dong Choi - Ameriprise Financial Services, LLC

161 E Rivulon Blvd
Ste 108

Gilbert, AZ 85297
650-226-2105

Katie Whalen - Ameriprise Financial Services, LLC

161 E Rivulon Blvd
Ste 108

Gilbert, AZ 85297
480-636-3350

Allstate Personal Financial Representative: Kemberly Stallings

3160 S Gilbert Rd
Ste 4

Chandler, AZ 85286
480-213-9970