The Scottsdale Investor Center is relocating to 7171 E. Paradise Lane, Suite R-120, Scottsdale, AZ 85254 on Monday, 11/03/2025. Please note the current location: 15445 North Scottsdale Road, Scottsdale, AZ 85254 will close at 1pm on Thursday, 10/30/2025 and all day Friday, 10/31/2025. Visit a Fidelity Investor Center for a variety of financial planning, wealth management, retirement, investment, and brokerage... Read More about Fidelity Investments - Relocated

For nearly 160 years of strength and service, Busey provides expert advice and tailored solutions. With nearly 80 banking centers throughout 10 states in the Southwest, Midwest and Florida-we provide full banking services including personal and commercial banking, mortgage lending, wealth management solutions and more. For more information on our products and services-or to find your closest Busey location or... Read More about Busey Bank

Setting goals for your financial future is important. Of course, with unpredictable markets and the unexpected twists and turns that come with life, getting to those goals can sometimes feel difficult. As an Ameriprise financial advisor serving clients in the Scottsdale, AZ area, Kevin L Ehlers will take the time to understand you and your goals, as well as those... Read More about Kevin L Ehlers - Private Wealth Advisor, Ameriprise Financial Services, LLC

Setting goals for your financial future is important. Of course, with unpredictable markets and the unexpected twists and turns that come with life, getting to those goals can sometimes feel difficult. As an Ameriprise financial advisor serving clients in the Scottsdale, AZ area, Daniel Bertolet will take the time to understand you and your goals, as well as those changing... Read More about Daniel Bertolet - Financial Advisor, Ameriprise Financial Services, LLC

Thrivent is a membership-owned holistic financial services organization that believes money is a tool, not a goal. Brian Ginter is committed to providing financial advice, investments, insurance, banking, and generosity programs to help people in Scottsdale, AZ make the most of all they've been given. This page is not intended for communications between you and Thrivent, its representatives or affiliates.... Read More about Brian Ginter - Thrivent

Setting goals for your financial future is important. Of course, with unpredictable markets and the unexpected twists and turns that come with life, getting to those goals can sometimes feel difficult. As an Ameriprise financial advisor serving clients in the Scottsdale, AZ area, Katie Whalen will take the time to understand you and your goals, as well as those changing... Read More about Katie Whalen - Private Wealth Advisor, Ameriprise Financial Services, LLC

For 40 years, Mercer Advisors has called Arizona home. Most of our Scottsdale advisors were born and raised here, and love providing our clients a local office feel — with the resources of a national firm. Deep experience with: Medical professionals, entrepreneurs, tech leaders, real estate professionals, and engineers. Specialized solutions include: Real estate wealth, multi-generational succession planning, concentrated stock... Read More about Mercer Advisors - Scottsdale

Launched in 1984 and providing customized financial planning and investment solutions ever since, Kayne Anderson Rudnick’s wealth management team’s commitment to high-quality investments that has remained at the core of our approach since our firm was first founded by Richard Kayne, John Anderson, and Allan Rudnick. When one considers our portfolio history and our 97% client retention rate, it should... Read More about Kayne Anderson Rudnick

Setting goals for your financial future is important. Of course, with unpredictable markets and the unexpected twists and turns that come with life, getting to those goals can sometimes feel difficult. As an Ameriprise financial advisor serving clients in the Scottsdale, AZ area, Scott Lorenzen will take the time to understand you and your goals, as well as those changing... Read More about Scott Lorenzen - Financial Advisor, Ameriprise Financial Services, LLC

Thrivent is a membership-owned holistic financial services organization that believes money is a tool, not a goal. Brian Brooks is committed to providing financial advice, investments, insurance, banking, and generosity programs to help people in Scottsdale, AZ make the most of all they've been given. This page is not intended for communications between you and Thrivent, its representatives or affiliates.... Read More about Brian Brooks - Thrivent

Equitable Advisors is committed to providing meaningful financial advice and services to our clients. As a strong and growing wealth management firm with over 4,500 financial professionals and more than $240 billion in assets under management and administration (as of December 31, 2026), we bring the same insight and empathy to our relationship with our financial professionals. Our supported independence... Read More about Equitable Advisors

Setting goals for your financial future is important. Of course, with unpredictable markets and the unexpected twists and turns that come with life, getting to those goals can sometimes feel difficult. As an Ameriprise financial advisor serving clients in the Scottsdale, AZ area, Nicholas M Fisher will take the time to understand you and your goals, as well as those... Read More about Nicholas M Fisher - Financial Advisor, Ameriprise Financial Services, LLC

Thrivent is a membership-owned holistic financial services organization that believes money is a tool, not a goal. Nolan Brooks is committed to providing financial advice, investments, insurance, banking, and generosity programs to help people in Scottsdale, AZ make the most of all they've been given. This page is not intended for communications between you and Thrivent, its representatives or affiliates.... Read More about Nolan Brooks - Thrivent

Setting goals for your financial future is important. Of course, with unpredictable markets and the unexpected twists and turns that come with life, getting to those goals can sometimes feel difficult. As an Ameriprise financial advisor serving clients in the Scottsdale, AZ area, Erik Woods will take the time to understand you and your goals, as well as those changing... Read More about Erik Woods - Registered Practice Associate, Ameriprise Financial Services, LLC

Thrivent is a membership-owned holistic financial services organization that believes money is a tool, not a goal. Dylan Skov is committed to providing financial advice, investments, insurance, banking, and generosity programs to help people in Scottsdale, AZ make the most of all they've been given. This page is not intended for communications between you and Thrivent, its representatives or affiliates.... Read More about Dylan Skov - Thrivent

Thrivent is a membership-owned holistic financial services organization that believes money is a tool, not a goal. Charity Madison is committed to providing financial advice, investments, insurance, banking, and generosity programs to help people in Scottsdale, AZ make the most of all they've been given. This page is not intended for communications between you and Thrivent, its representatives or affiliates.... Read More about Charity Madison - Thrivent