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Displaying results 1 to 25 of 63

  • 1

    Stellar Capital Management LLC

    Phoenix, AZ (5.61 miles)

    Services offered: Money Management, Retirement Planning, 401K to IRA Rollover, Estate Planning, 529 College Savings

    Portfolio requirement: $500,000

    We are a SEC Registered Investment Advisor, specializing in custom-tailored portfolio management services to high net-worth individuals and institutional investors across the nation. Our NEW CLIENT minimum portfolio size = $500,000...

  • 2

    McComsey Asset Management, LLC

    Tempe, AZ (9.87 miles)

    Services offered: Money Management

    Portfolio requirement: $250,000

    Our firm specializes in disciplined, quantitative approaches to actively manage large capitalization equities. We serve clients in Arizona, CA & Texas. Our NEW CLIENT minimum portfolio size = $250,000...

  • 3

    Wealth Engineering, LLC

    Scottsdale, AZ (11.11 miles)

    Services offered: Money Management, Retirement Planning, 401K to IRA Rollover

    Portfolio requirement: $1,000,000

    ** NAPFA Member** At Wealth Engineering, we build financial peace of mind. We provide customized investment management, retirement planning and financial planning tailored to your unique financial goals. NEW CLIENT Minimum Portfolio Size = $1,000,000...

  • 4

    Baron Capital Management, LLC

    Scottsdale, AZ (11.11 miles)

    Services offered: Money Management, Retirement Planning, 401K to IRA Rollover, Estate Planning

    We offer a broad range of services and investments. We are seeking long-term relationships with serious investors...

  • 5

    Clear Stream Advisors Inc.

    Phoenix, AZ (12.85 miles)

    Services offered: Money Management, 401K to IRA Rollover

    Portfolio requirement: $100,000

    Clear Stream Advisors provides clear advice on enhancing investment returns in an otherwise confusing world of investing.Our NEW CLIENT minimum portfolio size = $100,000...

  • 6

    Galvin, Gaustad & Stein, LLC

    Scottsdale, AZ (13.30 miles)

    Services offered: Money Management, Retirement Planning, 401K to IRA Rollover, Estate Planning, 529 College Savings

    Portfolio requirement: $250,000

    We serve many clients throughout the SW including: CA, AZ, CO, NM, UT and NV. Our expertise is in reducing taxes and expenses of our clients and more effectively managing the growth of their assets. NEW CLIENT minimum portfolio size = $250,000...

  • 7

    Witnauer Sloan & Associates LLC

    Phoenix, AZ (13.30 miles)

    Services offered: Money Management, Retirement Planning, 401K to IRA Rollover, Estate Planning

    Portfolio requirement: $100,000

    Our mission is to provide intelligent, informed, independent, and reasonably priced investment, retirement and financial planning advice. Contact us today to begin the process to your complete peace-of-mind. NEW CLIENT Minimum Portfolio Size = $100,000...

  • 8

    Focused Wealth Strategies Inc.

    Scottsdale, AZ (15.43 miles)

    Services offered: Money Management, Retirement Planning, 401K to IRA Rollover

    Portfolio requirement: $500,000

    **NAPFA Member** I specialize in helping people in or near retirement. I can help with retirement planning and actively managing portfolios, with the goal of avoiding large portfolio losses. NEW CLIENT minimum portfolio size = $500,000…

  • 9

    Siegel/Yocum Asset Management, LLC

    Scottsdale, AZ (15.43 miles)

    Services offered: Money Management, Retirement Planning, 401K to IRA Rollover

    Portfolio requirement: $500,000

    Richard Siegel and Gregory Yocum, the co-founders of Siegel/Yocum Asset Management, LLC both hold the designation of Certified Financial Planner™ and have a combined 26 years of industry experience. Our NEW CLIENT minimum portfolio size = $500,000...

  • 10

    Sensible Money

    Scottsdale, AZ (15.43 miles)

    Services offered: Money Management, Retirement Planning, 401K to IRA Rollover

    Portfolio requirement: $500,000

    We are a Fee-Only financial planning firm. As such, we may only receive compensation that is paid directly from our clients. Contact us today to discuss your financial planning needs! Our NEW CLIENT Minimum Portfolio Size = $500,000...

  • 11

    McGinley Financial Advisory, LLC

    Glendale, AZ (16.54 miles)

    Services offered: Money Management, Retirement Planning, 401K to IRA Rollover

    Portfolio requirement: $250,000

    McGinley Financial Advisory, LLC (MFA) specializes in providing income solutions for retirees. NEW CLIENT minimum portfolio size = $250,000...

  • 12

    Ironwood Asset Management, LLC

    Scottsdale, AZ (21.33 miles)

    Services offered: Money Management, Retirement Planning, Estate Planning, 529 College Savings, 401K to IRA Rollover

    Portfolio requirement: $500,000

    We provide conservative investment advice and counsel to institutions, charitable organizations and High Net Worth (HNW) individuals. Our NEW CLIENT Minimum Portfolio Size = $500,000...

  • 13

    Denk Investment Advisory

    2702 N. 3rd. Street
    Phoenix, AZ

  • 14

    TMD & Associates, Inc.

    3800 N. Central Avenue
    Phoenix, AZ

  • 15

    Perspective Financial Services LLC

    1440 E. Missouri Avenue
    Phoenix, AZ

  • 16

    Biltmore Advisors, Inc.

    2415 E Camelback Road
    Phoenix, AZ

  • 17

    Biltmore Wealth Advisers, LLC

    2701 E. Camelback Road
    Phoenix, AZ

  • 18

    Coolwater Capital Management, LLC

    2525 E. Camelback Road
    Phoenix, AZ

  • 19

    First Financial Strategies Inc

    4425 N. 24th Street
    Phoenix, AZ

  • 20

    Hatton Consulting, Inc.

    2425 E. Camelback Road
    Phoenix, AZ

    Services offered: Money Management, Retirement Planning, Estate Planning

    Portfolio requirement: $1,000,000

    We act as your personal CFO! We advise our clients in very effective ways to meet their financial goals. Our professionals are skilled at integrating investment planning with estate and tax planning. NEW CLIENT minimum portfolio size = $1,000,000…

  • 21

    LKL Investment Counsel LLC

    2415 East Camelback Road
    Phoenix, AZ

  • 22

    Oxford Investment Partners, LLC

    2390 E. Camelback Road
    Phoenix, AZ

  • 23

    Versant Capital Management, Inc.

    2425 East Camelback Road
    Phoenix, AZ

  • 24

    Cross Border Tax & Accounting, LLC

    3336 North 32nd Street
    Phoenix, AZ

  • 25

    Keats Connelly & Associates Inc.

    3336 North 32nd Street
    Phoenix, AZ

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