

Farnam Financial
Retirement planning and investment management for clients with over $2M
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Financial advisors help people make sense of money decisions, from managing investments and planning for retirement to organizing an estate or thinking through tax planning. Many firms also list services such as retirement income planning, wealth management, annuities, and life insurance, so you can often find someone whose focus matches your situation. In Arizona, listings are grouped by town, including Scottsdale, Phoenix, Chandler, Paradise Valley, Peoria, and Glendale, so you can start with the area that is most convenient for you. When choosing an advisor, ask about how they are paid, whether by fee, commission, or a mix, since that affects which recommendations you receive. It also helps to contact two or three firms with a clear question about your goal, such as preparing for retirement or passing on property, and see which one explains things in a way you understand.


Retirement planning and investment management for clients with over $2M


Commercial debt collection and recovery for businesses


Mortgage broker helping Arizona buyers and homeowners



Integrated investment, estate and tax planning from CPAs and advisors


Broker-dealer partnership for independent financial advisors


Customized investment strategies for individuals, families, and business owners



Financial planning built around your personal vision of freedom


Estate and retirement planning guided by Arizona law


Independent retirement planning with fiduciary advisors in Scottsdale


Business valuation and succession planning for owners


Retirement, tax and estate planning for Arizona families


Wealth management, tax planning, and retirement income strategies


Retirement planning and investment strategies for individuals and families


Wealth management and financial planning for individuals and families


Fee-only wealth management and financial planning in Scottsdale


Wealth management and retirement plan advice for families and business owners


Retirement income, tax and legacy planning for retirees


Retirement income, tax and estate planning for pre-retirees and retirees


Coordinated wealth planning for Phoenix families and executives


Retirement planning and investment management for families and businesses



Fee-only financial planning and wealth management for individuals and families


Tax-smart retirement planning for disciplined savers


Financial planning and investment advice for the recently widowed or divorced

Family-owned investment firm serving Northwest Arizona since 1970

Mortgage purchase, refinance and pre-approval help across several states

Retirement income planning for retirees and pre-retirees

Retirement, education, and estate planning with investment allocation

Retirement planning, income strategy and tax planning in the Valley

Retirement planning built around a flight plan framework

Independent financial planning for retirement, taxes and estates