Laurels

Best Financial Advisors in Phoenix
2022

CorePath Wealth Partners Phoenix

CorePath Wealth Partners PhoenixFEATURED
Expertise.com

A family office providing concierge-level services, CorePath Wealth Partners is a four-time consecutive winner of the Five Star Wealth Manager award and has also been featured in Drug Topics Magazine as well as on AZ Channel 7. CorePath serves the Phoenix metro areas, with two other offices located in Denver and Minneapolis. CorePath aims to excel in assisting clients with wealth management, investments, taxes and accounting, risk and insurance solutions, and business management. CorePath also focuses acutely on women’s financial education and elevation.

7114 East Stetson Drive
Scottsdale, AZ 85251

WebsiteInstagram

Website

We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.

Online Profiles:

1 (Good)

Average Review Score:

5 / 5 ( Best)

Total Reviews:

19 (Better)

Score Consistency:

Consistent (Best)

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.

Responsiveness: A+

Friendliness: A+

Helpfulness: A+

Detail: A+

Intelligent Capitalworks

Intelligent CapitalworksFEATURED
Expertise.com

Intelligent Capitalworks serves individuals and families in Phoenix. The wealth management firm assists with investment management and retirement, incapacity, and estate planning. Its financial planners tackle multiple aspects of the client's finances, from cash flow and taxes to charitable giving. They guide clients in identifying their goals and implementing strategies to accumulate enough wealth to support them. The firm is a certified fiduciary by the Centre for Fiduciary Excellence, LLC. Founder Vincent Rossi is a Certified Financial Planner and Certified Investment Management Analyst.

16427 N Scottsdale Rd, Suite 350
Scottsdale, AZ 85254

Website

Website

We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.

Online Profiles:

1 (Good)

Average Review Score:

5 / 5 ( Best)

Total Reviews:

1 (Good)

Score Consistency:

Consistent (Best)

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.

Responsiveness: A+

Friendliness: A+

Helpfulness: A+

Detail: A+

SmartAdvisor by SmartAsset

SmartAdvisor by SmartAssetFEATURED
Expertise.com

SmartAsset's free, five-minute tool makes it easy to find qualified financial advisors in your area. The exclusive tool uses a quick survey to help SmartAsset's exclusive algorithm match you with up to three advisors based on your specific financial needs. Each advisor is a fiduciary, legally bound to work in your best interest, and rigorously vetted by SmartAsset. You can speak with each for free, sometimes within a matter of minutes, and choose whom you want to work with. Hundreds of thousands of smart investors and retirees have already used SmartAsset's simple, no-cost service to find the right financial advisors for them.

Phoenix, AZ

Website

We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.

Online Profiles:

1 (Good)

Average Review Score:

4 / 5 ( Best)

Total Reviews:

4 (Good)

Score Consistency:

Consistent (Best)

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.

Responsiveness: A+

Friendliness: A+

Helpfulness: A+

Detail: --

Alpha Fiduciary

Alpha Fiduciary

Alpha Fiduciary is a company of financial advisors that has been providing services in Phoenix, AZ for more than a decade. The company provides wealth management solutions that include investment consulting and management services such as portfolio review and performance analysis, risk evaluation, evaluation of retirement plans, and asset allocation recommendations. Alpha Fiduciary's services include insurance advice, business succession and retirement planning, restricted stock strategies, second-opinion services for those who might be questioning their current wealth planner, and cash-flow planning.

20645 N Pima Road, Suite N-2225
Scottsdale,, AZ 85255

Website

Website

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.

Responsiveness: A+

Friendliness: A+

Helpfulness: A+

Detail: A+

ARQ Wealth Advisors

ARQ Wealth Advisors

  • Certified Financial Planner (CFP)
  • Retirement Planning

ARQ Wealth Advisors is a financial advisory firm that provides fiduciary financial planning services to clients in Phoenix and the surrounding areas. Its services include estate, tax, insurance, college, and retirement planning solutions as well as investment management. Its average financial advisors bring over 20 years of industry experience. Co-founder and managing partner Richard Siegel has been serving clients in asset management and financial planning for 23 years. He is also a Certified Financial Planner.

14500 North Northsight Boulevard
Scottsdale, AZ 85260

Website

Website

We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.

Online Profiles:

1 (Good)

Average Review Score:

5 / 5 ( Best)

Total Reviews:

16 (Better)

Score Consistency:

Consistent (Best)

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.

Responsiveness: A+

Friendliness: A+

Helpfulness: A+

Detail: A+

Bayntree Wealth Advisors

Bayntree Wealth Advisors

  • Estate Planning
  • Certified Financial Planner (CFP)
  • Retirement Planning
  • Insurance Products
  • Tax Planning

Bayntree Wealth Advisors is a wealth management and financial advisory firm that caters to clients in Phoenix. It offers a range of services and risk management solutions, including retirement income maximization strategies, life insurance planning, and Social Security planning. The firm also offers tax strategies and guidance on asset protection. Its founder, Andrew Rafal, has been in the industry for almost 15 years. He is a member of the National Association of Insurance and Financial Advisors and Ed Slott's Elite IRA Advisor Group.

7001 North Scottsdale Road
Scottsdale, AZ 85253

WebsiteInstagram

Website

We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.

Online Profiles:

2 (Better)

Average Review Score:

4.8 / 5 ( Best)

Total Reviews:

4 (Good)

Score Consistency:

Consistent (Best)

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.

Responsiveness: A+

Friendliness: A+

Helpfulness: A+

Detail: A

Continuum Wealth Management

Continuum Wealth Management

  • Certified Financial Planner (CFP)

An independent and fiduciary financial advisory firm, Continuum Wealth Management serves clients in Phoenix and Scottsdale. It offers financial planning solutions such as estate plans, tax strategies, risk management, and net worth analysis. The company also handles investment portfolios and monitors them regularly to make sound rebalancing decisions. Continuum Wealth Management was founded by Craig W. Ritter, a Certified Financial Planner with 15 years of experience in the fields of financial planning and investment advisory.

7337 East Doubletree Ranch Road
Scottsdale, AZ 85258

Website

Website

We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.

Online Profiles:

1 (Good)

Average Review Score:

5 / 5 ( Best)

Total Reviews:

7 (Good)

Score Consistency:

Consistent (Best)

Dynamic Wealth Advisors

Dynamic Wealth Advisors

  • Certified Financial Planner (CFP)
  • Tax Planning

Dynamic Wealth Advisors is a community of financial professionals with more than 80 firms across its network. It provides portfolio management and financial planning services to clients in Phoenix. The company offers services such as ongoing monitoring for cash deposits and withdrawals, handling of regulatory documentation for investment management, and managing position exclusions for legacy or tax considerations. Jim Cannon, the CEO and founder of Dynamic Wealth Advisors, has been in the financial services industry for over 25 years.

2415 East Camelback Road
Phoenix, AZ 85016

Website

Website

We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.

Online Profiles:

1 (Good)

Average Review Score:

4 / 5 ( Best)

Total Reviews:

4 (Good)

Score Consistency:

Consistent (Best)

Ellen Dean

Ellen Dean

  • Certified Financial Planner (CFP)

Ellen Dean is a Certified Financial Planner serving the residents of Phoenix. An affiliate of Raymond James Financial Services, Inc., Ellen offers client education in the areas of investments and financial plans and carries a variety of products, such as mutual funds, life insurance, and certificates of deposits. She also provides estate planning assistance, coordinating with tax advisors and attorneys for the necessary documents. Ellen has been working as an investment advisor representative since 1997.

1118 East Missouri Avenue
Phoenix, AZ 85014

Website

Website

We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.

Online Profiles:

1 (Good)

Average Review Score:

5 / 5 ( Best)

Total Reviews:

2 (Good)

Score Consistency:

Consistent (Best)

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.

Responsiveness: A+

Friendliness: A+

Helpfulness: A+

Detail: A+

Elliot Financial Group, Inc.

Elliot Financial Group, Inc.

Elliot Financial Group, Inc., in Glendale, AZ, is a financial planning and advising firm that serves the greater Phoenix metropolitan area. Founded in 2001, the husband and wife team assist retirees, individuals, and small businesses with the goal of financial stability. Highlights of the Elliots' services include retirement planning, estate planning, tax management, and risk management. In addition, financial advisor Todd Elliot teaches several courses that include "The Truth About Life Insurance and Annuities" and "A Confident Financial Future." Previous clients praise Elliot Financial Group, Inc., for its trustworthiness and informative atmosphere. The firm is accredited by both the Better Business Bureau and the National Ethics Bureau.

Glendale, AZ 85308

Website

Website
Fitzgerald Wealth Management, LLC

Fitzgerald Wealth Management, LLC

  • Private Wealth Advisor
  • Retirement Planning

Fitzgerald Wealth Management, LLC, is a financial advising firm that offers assistance to individuals and families in Phoenix. Owner John Fitzgerald has been in the financial industry for more than 25 years. He is partnered with numerous companies like Charles Schwab and American Funds in providing financial solutions to investment, cash flow, and retirement plans. In addition, he handles a variety of insurance products such as life, health, and long-term care. Clients can access financial tools on the company's website to calculate household and investment goals.

7010 East Acoma Drive
Scottsdale, AZ 85254

Website

Website

We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.

Online Profiles:

1 (Good)

Average Review Score:

5 / 5 ( Best)

Total Reviews:

2 (Good)

Score Consistency:

Consistent (Best)

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.

Responsiveness: A+

Friendliness: A+

Helpfulness: A+

Detail: A+

FocalPoint Wealth Management

FocalPoint Wealth Management

  • Certified Financial Planner (CFP)
  • Retirement Planning

FocalPoint Wealth Management provides fiduciary financial planning, retirement, and investment services to individuals and families in Phoneix and other surrounding areas. It develops and monitors risk-based portfolios that are appropriate for its clients' needs and milestones. It also creates strategies to manage retirement income from pensions, social security, and investment distribution. Additionally, the company provides insurance planning, risk management, and tax analysis services. Its founder and CEO, Chris Urness, is a Certified Financial Planner and an Accredited Asset Management Specialist.

20860 North Tatum Boulevard
Phoenix, AZ 85050

Website

Website

We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.

Online Profiles:

1 (Good)

Average Review Score:

5 / 5 ( Best)

Total Reviews:

2 (Good)

Score Consistency:

Consistent (Best)

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.

Responsiveness: A+

Friendliness: A+

Helpfulness: A+

Detail: --

Foothills Financial Planning

Foothills Financial Planning

  • Certified Financial Planner (CFP)
  • Retirement Planning

Foothills Financial Planning is a financial advisor serving clients in Phoenix and nearby areas. The company offers a wide range of services, such as portfolio rebalancing, initial investment recommendations, investment management, and housing review. The company was founded by Kevin O’Reilly whose goal was to provide families, individuals, and business owners with customized investment management and financial planning based on their needs. The company has a financial calculator that clients can readily access on the website.

4425 East Agave Road
Phoenix, AZ 85044

Website

Website

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.

Responsiveness: A+

Friendliness: A+

Helpfulness: A+

Detail: A+

Fullerton Financial Planning

Fullerton Financial Planning

Fullerton Financial Planning in Peoria, AZ, is a financial advising firm founded by Stephanie Fullerton, who has been considered one of the top 100 Businesswomen of Arizona since 2011 and who was selected as a finalist for the National Advisor of the Year in 2011. Additionally, Fullerton has been named a member of the Million Dollar Round Table, which is known as the Premier Association of Financial Professionals. With the mission of bringing clients to financial stability and independence, Fullerton Financial Planning offers services that include Wealth Accumulation, Asset Management, Medicare, Tax Planning, Retirement Planning, and more. The group supports several charitable organizations in the local community, including the Make A Wish Foundation, Phoenix Children's Hospital, and Hands Giving Hope. Fullerton can be heard on KTAR on Sundays at 12:00 PM or KFYI on Sundays at 1:00 PM and seen on CBS5 TV on Sundays at 9:30 AM, after Face the Nation.

Phoenix, AZ 85381

WebsiteInstagram

Website
Hatton Consulting

Hatton Consulting

  • Retirement Planning

Hatton Consulting is a wealth management company founded in 1999. It offers comprehensive investment, financial planning, banking, and trustee services to the residents of Phoenix. The company works with clients such as business owners, widowed individuals, retirees, and managers and executives to help them make informed decisions about finances. Tim Hatton, the firm's founder, began his career with Dean Witter in 1988. In addition to being a Certified Financial Planner, Hatton is also the author of the book, 'The New Fiduciary Standard.'

5090 North 40th Street
Phoenix, AZ 85018

Website

Website

We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.

Online Profiles:

1 (Good)

Average Review Score:

5 / 5 ( Best)

Total Reviews:

3 (Good)

Score Consistency:

Consistent (Best)

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.

Responsiveness: A+

Friendliness: A+

Helpfulness: A+

Detail: A+

LifeManaged

LifeManaged

  • Certified Financial Planner (CFP)

LifeManaged is a team of independent financial advisors based in Phoenix. Whether clients are looking into retiring or investing, they assist in a number of areas, from financial planning and risk management to asset allocation and tax planning. The professionals also help clients attain their financial goals by creating custom spending plans and conducting values and behavior analyses. Prior to establishing LifeManaged, Thanasi Panagiotakopoulos was a senior wealth advisor at a firm that managed $300 million of assets.

5134 North Central Avenue
Phoenix, AZ 85012

WebsiteInstagram

Website

We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.

Online Profiles:

2 (Better)

Average Review Score:

5 / 5 ( Best)

Total Reviews:

2 (Good)

Score Consistency:

Consistent (Best)

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.

Responsiveness: A+

Friendliness: A+

Helpfulness: A+

Detail: A+

LifeTyme Financial LLC

LifeTyme Financial LLC

LifeTyme Financial LLC in Phoenix, AZ, is a financial advising firm serving business owners and individuals in the greater Phoenix metropolitan area. The advisors at LifeTyme Financial boast a combined experience of over 40 years and help provide life insurance, asset management, college funding plans, retirement, estate planning strategies and more for individuals and families. In addition, the advisors at LifeTyme work to provide an array of corporate solutions to businesses, including tax planning strategies, executive compensation programs, and business continuation plans. Previous clients praise the firm's ability to keep customers in the loop and informed, and for the success of their financial strategies.

Phoenix, AZ 85044

Website

Website
Montebello Avenue

Montebello Avenue

  • Certified Financial Planner (CFP)

Montebello Avenue is a financial advisory firm that serves the residents of Phoenix and the surrounding areas. It helps clients protect and grow their wealth through services such as financial planning, financial supervision and guidance, and investment portfolio design and management. Founder Robinson Crawford is a member of the National Association of Personal Financial Advisors and the XY Planning Network. Montebello Avenue has been featured in publications such as The New York Times, The Wall Street Journal, and CNN Business.

2801 East Camelback Road
Phoenix, AZ 85016

Website

Website

We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.

Online Profiles:

1 (Good)

Average Review Score:

5 / 5 ( Best)

Total Reviews:

2 (Good)

Score Consistency:

Consistent (Best)

Pearl Capital Management

Pearl Capital Management

Pearl Capital Management is a financial advisory business serving the Phoenix metro area. It provides comprehensive consultation concerning investment management and financial strategies. This business also provides ongoing fiduciary oversight to help clients achieve long term goals and resolve issues such as debts and problematic investments. Pearl Capital Management also assists with asset allocation and retirement planning. Other areas of expertise include insurance policies and general financial management as well as charitable giving.

4417 N 40th St Ste 300
Phoenix, AZ 85018

Website

Website
Phillis Sax Pilvinis & Associates Inc.

Phillis Sax Pilvinis & Associates Inc.

  • Estate Planning

Phillis Sax Pilvinis & Associates Inc. is a financial advisory firm that serves the Phoenix metro. The team of financial advisors offers retirement wealth management, income planning strategies, and other comprehensive services to retirees and families. Its expertise includes financial analysis, estate and long-term care planning, and income security for the surviving spouse. Phillis Sax Pilvinis, president and founder of the company, has over 30 years of experience in the financial industry and is a Chartered Retirement Planning Counselor.

9220 West Union Hills Drive
Peoria, AZ 85382

Website

Website

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.

Responsiveness: A+

Friendliness: A+

Helpfulness: A+

Detail: A

Preferred Wealth Management

Preferred Wealth Management

  • Certified Financial Planner (CFP)

Preferred Wealth Management in Phoenix is a firm of wealth management advisors that offer financial planning solutions to individuals, families, and firms in the area. Some of the firm's services include personalized financial planning, insurance solutions, estate planning, business consultations, and retirement planning. The firm is headed by Ross Bonifield, an insurance and financial planning professional who has been in the industry since 1998. Ross holds the FINRA Series 6 qualification in investments and variable contracts.

1202 East Maryland Avenue
Phoenix, AZ 85014

Website

Website

We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.

Online Profiles:

1 (Good)

Average Review Score:

5 / 5 ( Best)

Total Reviews:

1 (Good)

Score Consistency:

Consistent (Best)

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.

Responsiveness: A+

Friendliness: A+

Helpfulness: A+

Detail: A+

ProFocus

ProFocus

  • Certified Financial Planner (CFP)

ProFocus is a financial advisory firm located in Phoenix. Asset protection is one of its services, which may include forming a number of corporations, partnerships, trusts, and LLCs. Aside from asset protection, the company also provides investment portfolio management. Michael M. Smith, the founder of ProFocus, is a Certified Financial Planner (CFP) whose career in the financial management industry began in 1981. His previous work experience includes developing retirement plans for medical professionals and other high-net-worth individuals.

5010 Warner Road
Phoenix, AZ 85044

Website

Website

We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.

Online Profiles:

2 (Better)

Average Review Score:

5 / 5 ( Best)

Total Reviews:

2 (Good)

Score Consistency:

Consistent (Best)

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.

Responsiveness: A+

Friendliness: A+

Helpfulness: A+

Detail: A+

Strategy Financial Group

Strategy Financial Group

  • Insurance Products
  • Tax Planning

Strategy Financial Group has been serving clients in Phoenix and the surrounding areas since 2010. It offers a wide variety of services, including asset protection, investment management, IRA and 401k rollovers, life insurance selection, and tax planning coordination. In addition, it helps design retirement income strategies by utilizing income from annuities, investments, and tax-free loans. Calvin Goetz, the founder, has around 20 years of experience in the financial services industry. He is a member of the National Association of Insurance and Financial Advisors.

7010 East Chauncey Lane
Phoenix, AZ 85054

Website

Website

We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.

Online Profiles:

1 (Good)

Average Review Score:

4.6 / 5 ( Best)

Total Reviews:

9 (Good)

Score Consistency:

Consistent (Best)

TFO Phoenix

TFO Phoenix

  • Certified Financial Planner (CFP)

TFO Phoenix is a wealth management services company that guides families in Phoenix and nearby areas. The company offers financial advice on areas such as wealth planning, family discovery and milestone setting, estate planning, taxation compliance, and philanthropic planning. A team of experienced wealth and financial advisors helps families through its Wealth and Purpose approach by creating a financial and wealth management plan aligned with the family's goals and financial targets. The company also provides tools and financial management knowledge to next-generation clients through TFO Life Academy.

5060 North 40th Street
Phoenix, AZ 85018

Website

Website

We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.

Online Profiles:

1 (Good)

Average Review Score:

5 / 5 ( Best)

Total Reviews:

2 (Good)

Score Consistency:

Consistent (Best)

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.

Responsiveness: A+

Friendliness: A+

Helpfulness: A+

Detail: --

Wealth Engineering

Wealth Engineering

  • Retirement Planning

Wealth Engineering is a financial advisory company that serves Phoenix. The wealth management firm advises clients on a variety of topics, including retirement, social security, estate, tax planning, and risk management. Furthermore, its team develops investment portfolios according to clients' emotional risk tolerance, time horizon, tax situation, and financial needs. David Fernandez, the company's founder, is a CFP with over two decades of trade industry experience. He has provided insights for publications such as USA Today, The Wall Street Journal, and The Arizona Republic.

7337 East Doubletree Ranch Road
Scottsdale, AZ 85258

Website

Website

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.

Responsiveness: A+

Friendliness: A+

Helpfulness: A+

Detail: A

Wealth Management Solutions

Wealth Management Solutions

  • Certified Financial Planner (CFP)
  • Retirement Planning

Wealth Management Solutions provides fiduciary financial advice to clients in Phoenix. The firm offers personalized financial planning services to business owners, corporate executives, divorcees, and retirees. These services involve income tax and estate planning, risk management, and company benefits. In addition, it assists in designing investment portfolios and strategizing asset allocation. The firm also handles different types of retirement plans such as 401(k), defined benefits, and combinations. President David Rosenthal is a Certified Financial Planner and NAPFA-affiliated.

8550 East Shea Boulevard
Scottsdale, AZ 85260

Website

Website

We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.

Online Profiles:

2 (Better)

Average Review Score:

5 / 5 ( Best)

Total Reviews:

11 (Better)

Score Consistency:

Consistent (Best)

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.

Responsiveness: A+

Friendliness: A+

Helpfulness: A+

Detail: A+

Wrong city? Here are some nearby places: