Financial Services across the Phoenix metro
Inclusive and diverse-owned financial services businesses across the Phoenix metro, not just the city itself. Listed in Glendale and Phoenix.
Advisers, planners and insurance agents working with Valley households and small businesses, including offices in Phoenix and Glendale. How an adviser is paid, fee-only or commission, shapes the advice you get. Ask that before the first meeting.
All listings
3Sponsor the Financial Services page in Phoenix. One Category Sponsor per city, credited on this page and on the Phoenix hub.See sponsorship
Where they are across the Phoenix metro
Each listing sits at its street address when the owner has shared one, otherwise at its ZIP or town.
Businesses on the map of Phoenix
- Matt Parker - Edward Jones, Glendale (town center)
- Spectrum Wellth, Phoenix (town center)
- STUDIOi, Phoenix (town center)
Getting your money in order in Phoenix? Start here.
Plain-English guides to business credit, community lenders and grants, and to spotting a funding scam before it costs you.
Guides for money and funding
Reading picked for financial services and for the Phoenix metro.
Microloans for Diverse-Owned Businesses in 2026: A Practical Guide to Small-Dollar Funding
11 min read
Small Business Grants for Diverse-Owned Businesses in 2026: What’s Real, What’s Not, and Where to Look
10 min read
How to Avoid Small Business Grant and Funding Scams in 2026
11 min read
Funding Application Checklist for Diverse-Owned Businesses in 2026
10 min read
Coming up
Where to be around Phoenix
Pride and cultural festivals nearby, and the heritage and awareness dates on the calendar.
- Oct10FestivalPan African Food FestivalOctober 10, 2026 · Phoenix, AZ
- Oct11PridePhoenix Pride Festival and ParadeOctober 11, 2026 · Phoenix, AZ
- Oct24FestivalMikiztli: Dia de los Muertos PHX FestivalOctober 24, 2026 · Phoenix, AZ
- Oct31FestivalDia de Los Muertos Chamba-a-Ladito FestivalOctober 31, 2026 · Phoenix, AZ
Keep exploring
More across the Phoenix metro
Each photo is from a listing in that category.
Legal4 places Photo: PLATZ JURIS PLLC
Real Estate4 places Photo: Jill Hamilton, REALTOR® at West USA Realty Luxury Division
Professional Services7 places Photo: Archwood Exchange
Restaurants & Food64 places Photo: Cocina Chiwas
Retail & Shops34 places Photo: Amor Collective
Health & Wellness12 places Photo: Arizona Yoga Co.
Notes
Signed, dated pieces about the places where we spend our money, and who they are built for.
EssayMaybe "Authentic" Is a Terrible Word
We call restaurants authentic all the time. Authentic to whom? What the word really measures, and better ways to describe food you love.
Luke · September 28, 2026
Why Are Restaurants So Loud?
Read more
The Strip Mall Is Better Than You Think
Read more
Three Days Around Tampa Bay: Great Food, Warm Welcomes, and a Few Moments That Weren't
Read moreFinancial Services in Phoenix: questions people ask
How many financial professionals are listed across the Phoenix metro?
Three right now, in Glendale and Phoenix. The list grows as businesses are recommended, checked and added.
What makes a business inclusive on Inclusivity.org?
Every listing shows why it is here, with a source you can check: the owner's own statement, a public listing such as a chamber directory, or a recognized certification. Some are owned by the communities they serve and some are allies who welcome everyone. We never list someone's identity without a source.
What does fiduciary mean?
A fiduciary is required to put your interests first when giving advice. Ask any advisor whether they act as a fiduciary at all times and how they are paid.
How can I check a financial professional?
FINRA BrokerCheck and the SEC's adviser database are free, and CFP Board has a lookup for certified planners. The IRS directory lists credentialed tax preparers.
Is it free to be listed?
Yes. A basic listing is free, and owners can claim and update theirs at any time. Featured and Enhanced listings get more room on the page, and being listed never depends on them.
How do I suggest a financial professional that is missing?
Use Recommend a business at the bottom of this page. We research every suggestion, and nothing goes live until it has been checked.
Know a financial professional we're missing?
Tell us who they are and we'll do the research. Nothing goes live until we've checked it, and we never list someone's identity without a source.