Financial Advisors in Phoenix, Arizona (Maricopa County)

Jon Ford, BA, CFP, MA
As a company that specializes in offering fee-only comprehensive financial planning and investment services, we provide an opportunity for you to become a part of a new and unique financial/investment planning service. We sell no products, which reduces the risk of a conflict of interest and increases the chances that our clients purchase only those investments, insurance policies, and other financial products that increase the chances of reaching your goals. People discover that with Commission Free Financial Planning Solutions, Inc., being financially secure and independent does not mean being alone.
Jon Ford is an investment advisor representative for Commission Free Financial Planning Solutions, Inc. He holds undergraduate and graduate degrees in mathematics and psychology and practiced as a psychologist in private and public service for sixteen years. His training--mathematician, psychologist, manager, financial planner--combine to make a formidable ally for any client seeking to reach his or her financial goals. Don`t wait--make the contact now.
Check out our website--It will lead you to vast and comprehensive stores of knowledge. We provide financial planning and investment advisory services that will help you toward all your financial goals. Welcome to our world.
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Fee-only
Investment Advisory
NAPFA Registered Advisor
Certified Financial Planner
Comprehensive Planning
Portfolio construction
No commissions
Fiduciary

At Witnauer Sloan & Associates, LLC, we work as partners with our clients to help them navigate the three critical stages of wealth:

1) the accumulation of capital for retirement,
2) the management of this capital to ensure it will last a lifetime, and
3) the tax–efficient transfer of remaining wealth to beneficiaries.

The mission of our firm is to provide intelligent, informed, independent, and reasonably priced investment, retirement and estate planning advice.... See More

Phone: .Cell: .

James Stoes – AAMS® is the Founder of San Tan Planning and Investments, PLLC (STPI), a Comprehensive Financial Planning Firm located in Chandler, AZ that provides highly personalized financial guidance throughout the Phoenix metro area. STPI provides professional wealth management and financial planning services to busy professionals, business owners and families.

Our core mission is simple - "To help improve our clients' financial lives." Our belief is that managing wealth extends beyond building investment portfolios. It means partnering with people to define what matters most as they prepare for the next stage of life. We bring value to our clients by understanding what their needs and aspirations are. Our approach is comprehensive, consultative, objective and committed to excellence. The client dictates the focus and objectives, we bring principled, competent, and independent advice.... See More

Kenneth Brenden, CFP

We proviced comprehensive financial planning and coordination services. Including investment, retirement, estate and tax planning. We are a resource for our clients seeking objective guidance. We are fee only and do not sell any products.

Lucas Wennersten
Specializing in Canadians making the transition to the US (and back) and all Canada/US financial planning issues. My website contains a wealth of information on the topic at www.transitionfinancial.com