Laurels

Best Financial Advisors in Scottsdale
2021

Why These Financial Advisors?

Our goal is to connect people with the best local experts. We scored Scottsdale Financial Advisors on more than 25 variables across five categories, and analyzed the results to give you a hand-picked list of the best.

Reviewed Curated Top Picks 76 54 23

Our Selection Criteria:

  • 1. Availability

    Consistently approachable and responsive, so customers never feel ignored.

  • 2. Qualifications

    Building customer confidence with licensing, accreditations, and awards.

  • 3. Reputation

    A history of delighted customers and outstanding service.

  • 4. Experience

    Masters of their craft, based on years of practical experience and education.

  • 5. Professionalism

    Providing service with honesty, reliability, and respect.

Read more about our selection process

Andrew Tuell Lincoln Financial Advisors

Andrew Tuell Lincoln Financial Advisors is a financial services firm serving the Arizona community from Scottsdale. Andrew Tuell is a representative of the Lincoln Financial Advisors Corporations. He has been part of the financial services industry since 2007 and offers private wealth advisory and investment advisory services. Every plan is custom-tailored following a comprehensive analysis. The plans address client concerns about investment planning, retirement planning, and estate planning. Specific planning services for business owners are also available. Business owners can receive advice regarding whether to keep or sell their business. They also receive tax analyses and assistance retaining business value.

Scottsdale, AZ 85251

Website

Strategic Wealth Advisors

  • Certified Financial Planner (CFP)

Strategic Wealth Advisors is a family-owned business based in Scottsdale. It offers customized and personalized services for its clients, from overall financial education to investment management and wealth management. It also provides services such as retirement planning, estate, trust and charitable planning, life transition consulting, and cash flow planning and budgeting. Strategic Wealth Advisors was founded by Laurie Bagley in 1998. Prior to this, Bagley served as a senior portfolio manager and vice-president at JP Morgan.

9375 East Shea Boulevard
Scottsdale, AZ 85260

Website

WealthPlan Advisors

  • Retirement Planning
  • Certified Financial Planner (CFP)

Wealthplan Advisors is an independent registered investment advisory firm based in Scottsdale that serves corporations and individuals across five states. The main areas of concentration for individuals are wealth management, financial planning solutions, and retirement income management. Corporations can avail themselves of employee benefits package designs, including 401(k), 403(b), defined benefit, and non-qualified retirement plans. Company principal Rick Horton is a Certified Financial Planner and an investment consultant who has been part of the financial services industry since 1985.

8777 North Gainey Center Drive
Scottsdale, AZ 85258

Website

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