There are 47 recommended Financial Planners in Arizona. Read reviews from people you know to find the best Financial Planner.
Debbie (and Spanky of course) is as beautiful a person as she looks to be. Over five years of pleasant, business and social experiences, punctuated with numerous mutual assistance events, our bond is complete and non-violable. Nancy and I wish only the best for Ms Oliver, as she wends her way through the rapids of life. She's earned every break and fortunate turn. You Go Girl! See MoreRead Less
I believe a lot of people would rather talk about their love life than their financial life. Which is why it's important to share this part of your life with someone you can trust not to share your information as well as confident this person will help you make the best financial decisions for where ever you are in life- this person is definitely Lann.See MoreRead Less
I have never worked with a financial advisor before that really cares like Shanna does. Her expertise put me on the right track but I was involved and made my own decisions every step of the way. I never have had to wonder where things stand as I get a personal phone call from her (not her admin) informing me when there is something I need to know or a decision to be made. I have referred her to my closest family and friends and will continue to do so. it would be a disservice to my loved ones to not have their financial futures in her hands.See MoreRead Less
Cindy is a very professional ,kind woman . She helped my family out of a very rocky time financially . She stands out as a Professional who has a heart and who takes the time to listen to your problems , point out where your wrong and how to correct it without making you feel like the most stupid person on the planet .See MoreRead Less
Rachael has always given us incredible service, whatever we ask, nothing fazes her and if she doesn't know, she will find out. All this is done with a smile and very good grace every time, even if she might feel under the weather that day. You are lucky to have such a dedicated team member. She is an asset in any situation.See MoreRead Less
Dave Keefe is by far the best financial planner and wealth advisor I have ever dealt with. He is informative, intelligent and most importantly trust worthy. If I ask Dave a question where he doesn't know the answer. He doesn't guess, he researches and quickly gets back to me with always the right advice.See MoreRead Less