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Money Wise Retirement PlanningFinancial advisor in Scottsdale, AZ

Money Wise Retirement Planning is a financial advisor at 14301 N 87th St Ste 315, Scottsdale, AZ 85260, ranked #5 of 6 retirement planners in Scottsdale and rated 5.0 from 4 Google reviews. Open Monday to Friday.

Facts on this page come from public sources and the firm itself. They are not a recommendation and are not checked by any regulator. Check the firm’s registration and disciplinary history on Investor.gov or FINRA BrokerCheck (in Canada, the CSA National Registration Search) and read its Form CRS and Form ADV Part 2 brochure before you hire it.

Scottsdale, AZUpdated 0 paid placements in any rankingHow we rank

Call (480) 556-6600Website ↗

Key facts

Key facts about Money Wise Retirement Planning
Address14301 N 87th St Ste 315, Scottsdale, AZ 85260Get directions
Phone(480) 556-6600
Websitemoneywiseaz.com
HoursMonday to Thursday: 9 AM – 4:30 PM; Friday: 9 AM – 3 PM
Google rating5.0 from 4 Google reviews

Specialties

Each specialty shows the evidence we matched it on.

  • Financial Advisorsmain specialtyGoogle main category
  • Financial PlannersGoogle main category
  • Retirement Planningbusiness name

Service area

Serves Scottsdale and 11 towns within 25 miles: Paradise Valley, Fountain Hills, Tempe, Mesa, Encanto, Tempe Junction, Deer Valley, Central City, Phoenix, Alhambra and Glendale.

Based in Scottsdale, AZView on map

Opening hours

Opening hours for Money Wise Retirement Planning
DayHours
Monday9 AM – 4:30 PM
Tuesday9 AM – 4:30 PM
Wednesday9 AM – 4:30 PM
Thursday9 AM – 4:30 PM
Friday9 AM – 3 PM
SaturdayClosed
SundayClosed
  • Open evenings — no
  • Open Saturdays — no
  • Open Sundays — no

Questions about Money Wise Retirement Planning

How is Money Wise Retirement Planning ranked in Scottsdale?

Money Wise Retirement Planning is ranked #5 of 6 retirement planners in Scottsdale by RFA Score, with 66 out of 100 as of November 2026. The score weighs reputation, registration, review volume, recency, specialty focus, proximity, claimed profile and partnered. No business can pay to change its rank.

What are Money Wise Retirement Planning’s hours?

Money Wise Retirement Planning is open Monday to Friday. Its listed hours are Monday to Thursday, 9 AM – 4:30 PM; Friday, 9 AM – 3 PM. It is closed on Saturdays and closed on Sundays. Hours come from the business listing; holiday hours may differ.

What areas does Money Wise Retirement Planning serve?

Serves Scottsdale and 11 towns within 25 miles: Paradise Valley, Fountain Hills, Tempe, Mesa, Encanto, Tempe Junction, Deer Valley, Central City, Phoenix, Alhambra and Glendale. The list is based on the business's location and the usual service radius for financial advice. Confirm your address is covered when you call.

What do Google reviews say about Money Wise Retirement Planning?

Money Wise Retirement Planning has a rating of 5.0 from 4 Google reviews. The RFA Score adjusts the star rating for review count, so a high rating from a few reviews counts for less than the same rating from many.

How do I contact Money Wise Retirement Planning?

Call Money Wise Retirement Planning on (480) 556-6600. The business is at 14301 N 87th St Ste 315, Scottsdale, AZ 85260. Its website is linked in the key facts on this page. Ask for the firm’s Form CRS and Form ADV Part 2 brochure before you sign anything.

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Compare nearby financial advisors

Money Wise Retirement Planning compared with nearby businesses
BusinessRankRFA ScoreGoogle ratingSaturdaySundayDistance away
Money Wise Retirement Planning (this business)—665.0 (4)NoNo
Innovative Retirement Solutions, PLLC#3685.0 (8)NoNo4.2 mi
Roberts Tax and Retirement Planning#4674.9 (16)NoNo19.1 mi
Self Directed Retirement Plans#6645.0 (7)YesYes19.0 mi

See all 6 ranked retirement planners in Scottsdale