Skip to main content
BestProsInTown

Financial Planners in Scottsdale

Financial Planners in Scottsdale picked by BestProsInTown

Bradley Wealth LLC

Bradley Wealth LLC

16430 North Scottsdale Road Ste 230, Scottsdale

Fri 8AM - 5PM

4.9 54 reviews

“Sometimes you don’t realize how important one decision will become until years later. Almost two years ago, during one of the most overwhelming times of my life, I chose to trust Michael Bradley. Today, that trust feels like family.

After losing my husband, Sgt. Ramon Gutierrez, in the line of duty, I suddenly found myself carrying financial decisions and responsibilities that felt enormous. My greatest concern was my children. As their mother, I have always felt deeply responsible for protecting their future. Even when I was grieving, numb, and unsure of what direction my own life would take, that part of me never changed. My heart knew I needed to make the right decisions for my family, even when I wasn’t quite ready to make them for myself.

Before meeting Michael, I had already sought advice from other financial companies and had gotten very far into the process, but something kept me from taking that final step. Then I met Michael, just two days before the trial for the person responsible for my husband’s death. It was one of the most overwhelming periods of my life, and somehow, I trusted him.

Michael never rushed me. He gave me patience, understanding, and the space I needed while helping me carry a responsibility that felt incredibly heavy. A 43-year sentence will never bring my husband back or make what happened right. No amount of money could ever replace what our family lost. What mattered to me was knowing I was making responsible decisions for my children and the generations that will come after them.

Almost two years later, I’m in a very different place. I’m ready to learn, ask questions, understand what we’re building, and take an active role in my own financial future. The peace I feel knowing my family is in good hands is something I cannot put a price on.

I just came home to Houston after spending time in Scottsdale with Michael and his entire team. Walking into my house, I had this overwhelming feeling that we are exactly where we are supposed to be. I had the opportunity to ask questions, learn, laugh, and even host everyone for dinner so I could show off my tamales… because of course I did! 🫔😂

What stood out most was the genuine kindness, honesty, and care of the entire team. I went to Scottsdale knowing they were the people helping us with our financial future. I came home feeling like they were family.

Today, Michael Bradley and his team are family to us. I trust them with something incredibly precious to me: my family’s future.

Thank you, Michael, and your entire team, for the patience, grace, and care you have shown our family. What began with trust during one of the most overwhelming times of my life has grown into peace, friendship, and a relationship I hope continues for generations. ❤🙏🏼”

American Retirement Advisors

American Retirement Advisors

8501 East Princess Drive Suite 210, Scottsdale

Fri 9AM - 5PM

4.7 58 reviews

“I started Medicare in 2017 after attending an American Retirement Advisors seminar hosted by David S. They have been supportive, attentive and more importantly very accessible and responsive when needed. We are very happy with our relationship and association with American Retirement Advisors.”

Bayntree Wealth Advisors

Bayntree Wealth Advisors

7001 N Scottsdale Rd #2055, Scottsdale

Fri 8:30AM - 3PM

5.0 16 reviews

“From my initial consultation with Jonathan years ago, through our most recent communications, I have felt that he has had my family's current and future financial success in mind when discussing our investments and goals as we navigate our way through retirement. Very happy to have him as our advisor.”

Filters

Searches Financial Planners around Scottsdale, AZ and opens the results.

Rating
Price range

Leave all off to include every price.

Distance