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Phoenix financial planners
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Below are Phoenix financial planners. Click on the name of the professional to view contact information and standardized credentials. Proposal process: anonymously describe the service desired (such as financial or retirement planning), select professionals who are to receive your information, and then receive price quotes via email from the professionals. It's that simple and it's free. Link to additional cities for financial planners.
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Phoenix financial planners
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(No financial planners registered for this city.)
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(Professionals who wish to be listed please click here.)
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Phoenix Financial Planners
NOT registered with MedLawPlus.com®
Heath Bray, CFS (credentials)
WealthTrust-Arizona
8434 E. Shea Boulevard
Scottsdale, AZ 85260-6634
Phone: (800) 694-5994
Second location:
1035 West Queen Creek Road, Suite 101
Chandler, AZ 85248
Email: pahern@wealthtrust.com
URL: www.wealthtrust-arizona.com
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Mike McCann (credentials)
Perspective Financial Services, LLC
1440 E. Missouri Ave., Suite 250
Phoenix, AZ 85014
Phone: 602-281-HELP (4357)
Email: Mike@MoneyAZ.com
URL: www.moneyaz.com
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Jeff C. Peterson
Financial Planning Unlimited, Inc.
4545 N. 12th Street
Phoenix, AZ 85014
Phone: 602-274-0371
Email: info@fpuinc.com
URL: www.fpuinc.com
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Ellen Dean (credentials)
Ellen A. Dean
Raymond James Financial Services
1118 E. Missouri Ave., Suite A2
Phoenix, AZ 85014
Phone: 602-266-9200
Toll Free: 1-800-521-2620
Email: Ellen.Dean@RaymondJames.com
URL: www.ellendeanfinancial.com
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General types of issues handled by financial planners:
- Explaining various tax deferred options
- Selecting investments that match your desired risk level
- Diversification and other risk reduction strategies for your investment portfolio
- Timing advice regarding when to rotate investments among various sectors as well as weighting between stocks (aka equities) and bonds
- Estate planning
- Retirement planning
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