Financial Planners in Scottsdale, AZ

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1. Desert Financial Credit Union

Desert Financial Credit Union

8220 Via Paseo Del Norte, Scottsdale, AZ 85258

From Business: Located north of McCormick Parkway and East of Hayden Road. ATM open 24/7 daily. Since 1939, we’ve helped thousands of members save money and achieve their dreams. We’ve grown…

YP
86 Years
in Business

2. LPL Financial - Donald Burton, CFP

LPL Financial - Donald Burton, CFP

8707 E Vista Bonita Dr Ste 135, Scottsdale, AZ 85255

CLOSED NOW:8:00 am - 5:00 pm

From Business: Financial Planning, Financial Planner, Retirement Planning, Fee Based Accounts, Mutual Funds, Stocks, Bonds, 401k analysis, IRA Rollovers, College Savings Plans, Annuities,…

YP
36 Years
in Business
Amenities:
Wheelchair accessible

3. GoldBook Financial

GoldBook Financial

4900 N Scottsdale Rd Ste 4000, Scottsdale, AZ 85251

CLOSED NOW:8:00 am - 5:00 pm

From Business: As a general agency of Massachusetts Mutual Life Insurance Company (MassMutual), we help people like you take the next step toward a more secure financial future. The…

4. Homeowners Financial Group

Homeowners Financial Group

4800 N Scottsdale Rd Ste 6000, Scottsdale, AZ 85251

From Business: Homeowners Financial Group is an award-winning mortgage lender committed to serving your lifetime of home financing needs. Whether you’re looking to purchase a primary…

YP
21 Years
in Business

5. James Rettke - Financial Advisor, Ameriprise Financial Services

James Rettke - Financial Advisor, Ameriprise Financial Services

14274 N Northsight Blvd Ste 100, Scottsdale, AZ 85260

CLOSED NOW:8:00 am - 4:30 pm

From Business: Setting goals for your financial future is important. Of course, with unpredictable markets and the unexpected twists and turns that come with life, getting to those goals can…

6. John Merendino - Private Wealth Advisor, Ameriprise Financial Services

John Merendino - Private Wealth Advisor, Ameriprise Financial Services

14274 N Northsight Blvd Ste 100, Scottsdale, AZ 85260

CLOSED NOW:7:00 am - 4:00 pm

From Business: Setting goals for your financial future is important. Of course, with unpredictable markets and the unexpected twists and turns that come with life, getting to those goals can…

7. Katherine J Kenison - Financial Advisor, Ameriprise Financial Services

Katherine J Kenison - Financial Advisor, Ameriprise Financial Services

14274 N Northsight Blvd Ste 100, Scottsdale, AZ 85260

CLOSED NOW:8:00 am - 5:00 pm

From Business: Setting goals for your financial future is important. Of course, with unpredictable markets and the unexpected twists and turns that come with life, getting to those goals can…

8. Rene Espinoza - Financial Advisor, Ameriprise Financial Services

Rene Espinoza - Financial Advisor, Ameriprise Financial Services

14274 N Northsight Blvd Ste 100, Scottsdale, AZ 85260

From Business: Setting goals for your financial future is important. Of course, with unpredictable markets and the unexpected twists and turns that come with life, getting to those goals can…

9. Sandra Kramer - Financial Advisor, Ameriprise Financial Services

Sandra Kramer - Financial Advisor, Ameriprise Financial Services

14274 N Northsight Blvd Ste 100, Scottsdale, AZ 85260

CLOSED NOW:8:00 am - 5:00 pm

From Business: Setting goals for your financial future is important. Of course, with unpredictable markets and the unexpected twists and turns that come with life, getting to those goals can…

10. Ronald Ginter - Financial Advisor, Ameriprise Financial Services

Ronald Ginter - Financial Advisor, Ameriprise Financial Services

14274 N Northsight Blvd Ste 100, Scottsdale, AZ 85260

CLOSED NOW:8:00 am - 5:00 pm

From Business: Setting goals for your financial future is important. Of course, with unpredictable markets and the unexpected twists and turns that come with life, getting to those goals can…

11. Trent Lickteig - Financial Advisor, Ameriprise Financial Services

Trent Lickteig - Financial Advisor, Ameriprise Financial Services

14274 N Northsight Blvd Ste 100, Scottsdale, AZ 85260

From Business: Setting goals for your financial future is important. Of course, with unpredictable markets and the unexpected twists and turns that come with life, getting to those goals can…

12. Todd R Pfutzenreuter - Financial Advisor, Ameriprise Financial Services

Todd R Pfutzenreuter - Financial Advisor, Ameriprise Financial Services

14274 N Northsight Blvd Ste 100, Scottsdale, AZ 85260

CLOSED NOW:9:00 am - 5:00 pm

From Business: Setting goals for your financial future is important. Of course, with unpredictable markets and the unexpected twists and turns that come with life, getting to those goals can…

13. Robert Adams - Financial Advisor, Ameriprise Financial Services

Robert Adams - Financial Advisor, Ameriprise Financial Services

14274 N Northsight Blvd Ste 100, Scottsdale, AZ 85260

CLOSED NOW:8:00 am - 5:00 pm

From Business: Setting goals for your financial future is important. Of course, with unpredictable markets and the unexpected twists and turns that come with life, getting to those goals can…

14. Focus Partners Wealth

Focus Partners Wealth

7047 E Greenway Pkwy Ste 250, Scottsdale, AZ 85254

CLOSED NOW:8:00 am - 5:00 pm

From Business: Focus Partners Wealth is an organization of wealth, asset, and business management resources that brings strength, innovation, and partnership to client relationships. Through…

15. Mark E Parfet - Private Wealth Advisor, Ameriprise Financial Services

Mark E Parfet - Private Wealth Advisor, Ameriprise Financial Services

6909 E Greenway Pkwy Ste 245, Scottsdale, AZ 85254

CLOSED NOW:9:00 am - 5:00 pm

From Business: Setting goals for your financial future is important. Of course, with unpredictable markets and the unexpected twists and turns that come with life, getting to those goals can…

16. Dewey M Darwin - Private Wealth Advisor, Ameriprise Financial Services

Dewey M Darwin - Private Wealth Advisor, Ameriprise Financial Services

16220 N Scottsdale Rd Ste 250, Scottsdale, AZ 85254

CLOSED NOW:7:00 am - 3:30 pm

From Business: Setting goals for your financial future is important. Of course, with unpredictable markets and the unexpected twists and turns that come with life, getting to those goals can…

17. Nayan Ranchhod - Private Wealth Advisor, Ameriprise Financial Services

Nayan Ranchhod - Private Wealth Advisor, Ameriprise Financial Services

16220 N Scottsdale Rd Ste 250, Scottsdale, AZ 85254

From Business: Setting goals for your financial future is important. Of course, with unpredictable markets and the unexpected twists and turns that come with life, getting to those goals can…

18. Jonathan Rea - Financial Advisor, Ameriprise Financial Services

Jonathan Rea - Financial Advisor, Ameriprise Financial Services

16220 N Scottsdale Rd Ste 250, Scottsdale, AZ 85254

CLOSED NOW:8:00 am - 5:00 pm

From Business: Setting goals for your financial future is important. Of course, with unpredictable markets and the unexpected twists and turns that come with life, getting to those goals can…

19. David A. Gray, CFP® - Buttonwood Financial Partners

David A. Gray, CFP® - Buttonwood Financial Partners

17550 N Perimeter Dr Ste 140, Scottsdale, AZ 85255

CLOSED NOW:8:00 am - 5:00 pm

From Business: We take a comprehensive approach to your wealth management because we understand that each family's needs are unique and change over time. Our thorough six-step process focuses…

20. Roger B. Adler - Buttonwood Financial Partners

Roger B. Adler - Buttonwood Financial Partners

17550 N Perimeter Dr Ste 140, Scottsdale, AZ 85255

CLOSED NOW:9:00 am - 5:00 pm

From Business: Roger Adler is a Senior Vice President, Wealth Advisor and a founding member of Buttonwood Financial Partners.

21. Mariner

Mariner

17770 N Pacesetter Way Ste 200, Scottsdale, AZ 85255

CLOSED NOW:8:00 am - 5:00 pm

From Business: Access to a wealth of knowledge and solutions.

22. Mariner

Mariner

17767 N Scottsdale Rd Ste 310, Scottsdale, AZ 85255

CLOSED NOW:8:00 am - 5:00 pm

From Business: Access to a wealth of knowledge and solutions.

23. CoolTrade Inc.

CoolTrade Inc.

18940 N Pima Rd Suite D-240, Scottsdale, AZ 85255

From Business: Taking profits out of the market is just as important as the stocks you invest in. Online trading has evolved. The ‘buy and hold’ paradigm no longer applies for today’s…

YP
20 Years
in Business

24. Kris Dahl - RBC Wealth Management Financial Advisor

Kris Dahl - RBC Wealth Management Financial Advisor

6710 N Scottsdale Rd Ste 150, Scottsdale, AZ 85253

CLOSED NOW:9:00 am - 5:00 pm

From Business: With customized advice and guidance, we help you build a financial strategy targeted toward achieving your financial goals. You can depend on our investment management…

25. Theodore J. Crowley II - RBC Wealth Management Financial Advisor

Theodore J. Crowley II - RBC Wealth Management Financial Advisor

6710 N Scottsdale Rd Ste 150, Scottsdale, AZ 85253

CLOSED NOW:9:00 am - 5:00 pm

From Business: With customized advice and guidance, we help you build a financial strategy targeted toward achieving your financial goals. You can depend on our investment management…

26. Bill Herf - RBC Wealth Management Financial Advisor

Bill Herf - RBC Wealth Management Financial Advisor

6710 N Scottsdale Rd Ste 150, Scottsdale, AZ 85253

CLOSED NOW:9:00 am - 5:00 pm

From Business: With customized advice and guidance, we help you build a financial strategy targeted toward achieving your financial goals. You can depend on our investment management…

27. Daniel Fox - RBC Wealth Management Financial Advisor

Daniel Fox - RBC Wealth Management Financial Advisor

6710 N Scottsdale Rd Ste 150, Scottsdale, AZ 85253

CLOSED NOW:9:00 am - 5:00 pm

From Business: With customized advice and guidance, we help you build a financial strategy targeted toward achieving your financial goals. You can depend on our investment management…

28. Peter Roe - RBC Wealth Management Financial Advisor

Peter Roe - RBC Wealth Management Financial Advisor

6710 N Scottsdale Rd Ste 150, Scottsdale, AZ 85253

CLOSED NOW:9:00 am - 5:00 pm

From Business: With customized advice and guidance, we help you build a financial strategy targeted toward achieving your financial goals. You can depend on our investment management…

29. Charles Schwab

Charles Schwab

7293 N Scottsdale Rd, Scottsdale, AZ 85253

CLOSED NOW:8:30 am - 5:00 pm

From Business: The Charles Schwab Corporation provides a full range of brokerage, banking and financial advisory services through its operating subsidiaries. Its broker-dealer subsidiary,…

30. Arizona Retirement Planning

Arizona Retirement Planning

8655 E Via De Ventura Ste F127, Scottsdale, AZ 85258

From Business: We specialize in helping individuals develop well-rounded, sound retirement strategies. If you are retired â?? or approaching retirement â?? please take the time to explore our…

We found 411 results for Financial Planners in or near Scottsdale, AZ.They also appear in other related business categories including Financial Services, Financial Planning Consultants, and Investment Advisory Service. 6 of the rated businesses have 4+ star ratings.


The businesses listed also serve surrounding cities and neighborhoods including Paradise Valley, Camelback East, and Kierland. These businesses offer their services in one-or-more of the following languages: Spanish, and French.