Interested in finding a financial or insurance advisor?
Four Peaks Planning, Inc. recommends these local advisors. We appreciate both positive or negative feedback to keep this list efficient. Advisors are broken down by zipcode.
Valleywide
Health insurance - Brice Willoughby - Symphony Financial - 15022 S 40th Pl
Zip: 85044 Phone: (480) 577-2617
Chandler
Investments, Life Insurance - Christine Lobdell-Raney - Edward Jones - 2390 N Alma School Rd #114
Zip: 85224 Phone: (480) 899-0106
Investments, Life / Home / Auto Insurance - Roger Morsch - State Farm - 2450 S Arizona Ave #6
Zip: 85286 Phone: (480) 855-4632
Gilbert
Life / Home / Auto Insurance - Sue Beyer - American Family Ins - 1539 W Elliot Rd #103
Zip: 85233 Phone: (480) 507-8879
Investments, Life Insurance - Brock Somsen - Edward Jones - 675 S Cooper Rd #105
Zip: 85233 Phone: (480) 539-4562
Investments, Life Insurance - Mario Morgan - Edward Jones - 929 N Val Vista Dr #111
Zip: 85234 Phone: (480) 813-2577
Investments, Life Insurance - Tim Burress - Edward Jones - 1661 S Val Vista Rd #103
Zip: 85295 Phone: (480) 899-3476
Investments, Life Insurance - Chad Schuman - Edward Jones - 235 E Warner Rd B-102
Zip: 85295 Phone: (480) 545-3214
Life / Home / Auto Insurance - Jim Tisdale - American Family Ins - 2730 S Val Vista Dr #11
Zip: 85296 Phone: (480) 413-1010
Life / Home / Auto Insurance - Kevin Shelton - Farmer's Insurance - 3303 S Lindsey Rd #103
Zip: 85297 Phone: (480) 718-9498
Mesa
Life / Home / Auto /Business Insurance - Jayson Hoffer - Farmer's Insurance - 2651 W Guadalupe Rd Ste 202
Zip: 85202 Office Phone: (480) 948-6115 Cell Phone: (480) 518-0747
Life / Home / Auto /Business Insurance - Chris Kim - Farmer's Insurance - 2210 W Southern Ave
Zip: 85202 Phone: (480) 964-2005
Investments, Life Insurance - Gregg Parisoff - Edward Jones - 2051 S Dobson Rd #10
Zip: 85202 Phone: (480) 345-7775
Investments, Life / Home / Auto Insurance - Tami Kieffer - State Farm - 1046 E McKellips
Zip: 85203 Phone: (480) 926-0388
Investments, Life Insurance - Price Peasel - Edward Jones - 1058 N Higley Rd #110
Zip: 85205 Phone: (480) 985-3756
Phoenix
Life / Home / Auto Insurance - Chris Bolton - State Farm - 1630 N 7th St
Zip: 85006 Phone: (602) 252-1330
Investments, Life Insurance - Kevin Gottwalt, Frank Lesselyong and Jason Stam - Camelback Financial Group 5050 N 40th St #350
Zip: 85018 Phone: (602) 957-8812
Queen Creek
Investments, Life / Home / Auto Insurance - Brandon Walsh - State Farm - 20261 E Ocotillo Rd #118
Zip: 85242 Phone: (480) 988-6800
Scottsdale
Life / Home / Auto Insurance - Debra Ernzen - American Family Ins - 8040 E Indian School Rd #105
Zip: 85251 Phone: (480) 990-8855
Life / Home / Auto Insurance - Kim Ridgeway - Farmer's Insurance - 8989 E Via Linda #213
Zip: 85258 Phone: (480) 785-1797
Tempe
Investments, Life Insurance - Rene Espinoza - Ameriprise - 4450 S. Rural Road #A140
Zip: 85282 Phone: (480) 730-8700
Additional Resources
Inheritance advances - If you are an heir to a probate estate and you are looking for a loan or cash advance, Inheritance Funding Company can help. Inheritance Funding Company can provide a cash advance of $5,000 to $250,000, usually within 5 - 7 business days of receiving your completed application.
