11 advisors with offices in Phoenix. Credentials, fee structures, and minimums are disclosed on each listing.
Phoenix, Arizona
Cetera Investors is based in Phoenix, Arizona and offers financial planning and investment management services. The firm operates in English and has a 5-star rating based on Google reviews.
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Covington Wealth Strategies is based in Phoenix, Arizona and provides investment advisory services. Further details about the firm's specialties, service offerings, and fee structure are not currently available.
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Insurance-Based
Daniel Skellan, Financial Advisor at Eagle Strategies in Phoenix, Arizona, provides financial planning and insurance analysis services. The firm specializes in retirement planning and investment management. Services are offered in English.
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Fusion Wealth Management is based in Phoenix, Arizona and provides financial planning and investment management services. The firm specializes in investment management and wealth management. It currently holds a 3.7 rating on Google.
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Gilbert Gallahar, MBA, CFP® - Financial Planner operates in Phoenix, Arizona and provides financial planning, insurance analysis, and investment management services. The practice specializes in insurance planning and holds CERTIFIED FINANCIAL PLANNER™ certification. Services are delivered in English.
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Granite Vista Financial is an investment advisory firm based in Phoenix, Arizona. The firm serves clients in the Phoenix area and operates in English.
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Meikle Financial Group is located in Phoenix, Arizona and serves clients in English.
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Insurance-Based
Northwestern Mutual is an insurance-based firm in Phoenix, Arizona providing financial planning, insurance analysis, and investment management services. The firm specializes in insurance planning and conducts business in English.
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Reliant Investment Management LLC is an investment advisor based in Phoenix, Arizona that specializes in estate planning services. The firm works with clients on estate planning matters as part of its advisory practice.
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Scottsdale Wealth Services Inc. is a financial planning firm based in Phoenix, Arizona. The firm provides financial planning services to clients and maintains a 4.7 rating on Google reviews.
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Velocity Wealth Management, LLC is a Phoenix-based firm offering financial planning, insurance analysis, and investment management services with a focus on insurance planning. The firm maintains a 4.7 rating across 40 Google reviews and conducts business in English.
View detailsAdvisors serving Phoenix specialize in a range of services — retirement planning, tax strategy, estate planning, and investment management among them. Local practice context (Arizona's tax climate, industry concentration, and cost of living) shapes which specialties are most common; each listing discloses its focus.
Before hiring any advisor, verify their registration on FINRA BrokerCheck or the SEC IAPD, confirm fiduciary status in writing, and review the Form ADV Part 2A (the plain-English fee brochure). We link to both regulators from every advisor detail page.