3 minute read
INDEPENDENT INVESTMENT ADVISORS
BENNETT & PORTER
3200 N. Hayden Rd., #310, Scottsdale, AZ 85251 480-212-1150 · bennettandporter.com Year Est: 2002 Lic. Brokers: 15 Principal(s): Jack Bennett, Scott Porter
LAST YEAR
3
Bennett & Porter is a full-service insurance and wealth management firm. Based in Scottsdale and with over two decades of experience co-founders Jack Bennett and Scott Porter, CFP, have designed their firm to assist clients with protecting and building their wealth. Bennett & Porter’s services are tailored for each client’s situation and unique needs.
COMPANY STRENGTHS: “Our personal relationship with each client is what differentiates us. We do not have a one-size-fits-all approach and each client’s solution is personally unique to their situation and risk tolerance.” STRENGTH OF STAFF: “We have a team approach that allows for each of our staff to focus on their area of expertise. Each area requires a specific skill set. Insurance advisors focus on insurance. Financial advisors focus on wealth management and retirement planning, etc.” OUTLOOK FOR 2021: “Bennett & Porter is anticipating aggressive growth going forward. Arizona continues to be a high growth area with many retirees continuing to call this state home and are looking for a single point of contact to help in areas of insurance and financial planning.” last year 4
18835 N. Thompson Peak Pkwy., #225, Scottsdale, AZ 85255 480-306-4566 · northstaradvisory.com Year Est: 2012 Lic. Brokers: NA Principal(s): Scott Christie, Ryan Jennings Special Services: Life wealth planning firm that dynamically manages your investments to achieve your needs, wants & wishes in life
3
last year 5
4
last year 2
5
last year 1
6
last year --
7
last year 6
8
last year --
9
last year --
Stonegate Capital Advisors
6263 N. Scottsdale Rd., #295, Scottsdale, AZ 85250 602-953-8450 · stonegateprivateclient.com Year Est: 2002 Lic. Brokers: 7 Principal(s): Jameson Van Houten, CEO Special Services: Wealth management and investment portfolio design, business and personal tax planning, personalized financial planning
Pinnacle Financial Advisors
2141 E. Broadway Rd., #104, Tempe, AZ 85282 480-641-1315 · teampinnacle.net Year Est: 2005 Lic. Brokers: 5 Principal(s): Susan Talbott, Lennard van der Feltz Special Services: Provides customized financial planning and wealth management services for individuals, families and businesses
Thompson Wealth Management
16430 N. Scottsdale Rd., #110, Scottsdale, AZ 85254 480-305-2038 · twmplan.com Year Est: 2010 Lic. Brokers: 1 Principal(s): Neal Thompson, president and advisor Special Services: Financial planning and investment management services. Specialize in retirement planning for federal and state employees.
Charles Schwab & Co.
6350 N. 24th St., Phoenix, AZ 85016 800-435-4000 · schwab.com Year Est: 1977 Lic. Brokers: NA Principal(s): Walt Bettinger, president & CEO Special Services: Comprehensive investment services, including mutual funds, stocks, bonds & fixed income products, annuities, and Schwab stock slices
Integrated Wealth Management
4800 N. Scottsdale Rd., #1900, Scottsdale, AZ 85251 480-663-6000 · iwmllc.com Year Est: 2000 Lic. Brokers: NA Principal(s): Brent S. Pine Special Services: Investment management, estate planning, tax consulting and compliance, commercial liability and personal insurance
Raymond James & Associates
Locations throughout Arizona 480-877-3221 · raymondjames.com/southwest-complex Year Est: 1962 Lic. Brokers: 53 Principal(s): Robert Burghart, senior vice president, complex manager Special Services: Personalized financial and estate planning, portfolio management, trust and banking services for individuals and businesses
Edward Jones
8640 S. River Pkwy., Tempe, AZ 85284 480-337-2000 · edwardjones.com Year Est: 1922 Lic. Brokers: 298 Principal(s): Dave Long, principal Special Services: Financial strategies based on personal service and tailored advice
10
last year --
Vanguard
800-997-2798 · advisors.vanguard.com Year Est: 1996 Lic. Brokers: NA Principal(s): Manuel S. Calero Special Services: Advisor services for EFTs, mutual funds, insurance funds; portfolio construction tools
