Financial Advisors in Phoenix, AZ

Helping you elevate your financial potential

4742 N. 24th Street

Suite 400

Phoenix, AZ 85016

Driving Directions

THE Phoenix, az TEAM

  • James Golichowski

    Executive Director, Financial Planning

    Chandler, Phoenix

    Read Bio
    James Golichowski
  • Jim Halloran

    Director, Financial Planning

    Chandler, Phoenix

    Read Bio
    Jim Halloran
  • Justine Gidaro

    Director, Financial Planning

    Phoenix

    Read Bio
    Justine Gidaro
  • Nathan Bardin

    Director, Financial Planning

    Phoenix

    Read Bio
    Nathan Bardin

 

 

 

 

Meet some of our clients

 

In their own words, clients explain how we've changed their lives.

Working with us in Phoenix, AZ

The further you go in your financial life, the more complex it becomes. That’s why you need a partner who can help you plot a course. The Edelman Financial Engines office in Phoenix is here for you, serving Scottsdale and the surrounding area. Whether you’re accumulating wealth, transitioning into retirement or strengthening your legacy, your financial planner is by your side along the way. From tax planning to estate planning, your planner can also tap into our in-house experts for an extra layer of financial planning insight as well as our client service associates who can provide you with additional resources and support.

The latest insights from our experts