Best Financial Advisors in Phoenix, AZ

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List of Firms

Phoenix, AZ Fiduciary Financial Advisors

SEC File# 801-29358
CRD# 111147
Location 3131 E Camelback Rd #135, Phoenix, AZ 85016, USA
Phone (602) 795-7600
Directions
SEC File# 801-41815
CRD# 105913
Location 2550 W Union Hills Dr, Phoenix, AZ 85027, USA
Phone (623) 242-6332
Time Monday: 8:00 AM – 4:30 PM Tuesday: 8:00 AM – 4:30 PM Wednesday: 8:00 AM – 4:30 PM Thursday: 8:00 AM – 4:30 PM Friday: 8:00 AM – 4:30 PM Saturday: Closed Sunday: Closed
Directions
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Merrill Lynch Wealth Management Advisor James P Marten
Location 2555 E Camelback Rd Suite 900, Phoenix, AZ 85016, USA
Phone (602) 954-5016
Directions
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Wayne D Kandas - Private Wealth Advisor, Ameriprise Financial Services, LLC
Location 2398 E Camelback Rd Ste 550, Phoenix, AZ 85016, USA
Phone (480) 922-4215
Directions
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Preferred Wealth Management
5 out of 5
Location 1202 E Maryland Ave Ste. 1J, Phoenix, AZ 85014, USA
Phone (602) 494-0020
Directions
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Merrill Lynch Wealth Management Advisor Brian D Friedman
Location 2555 E Camelback Rd Suite 900, Phoenix, AZ 85016, USA
Phone (602) 954-5008
Directions
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Foothills Financial Planning
SEC File# 801-122546
CRD# 147270
Location 4425 E Agave Rd #132, Phoenix, AZ 85044, USA
Phone (480) 445-9072
Directions
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Mary Beth Baron - Financial Advisor, Ameriprise Financial Services, LLC
Location 11260 N Tatum Blvd Ste 140, Phoenix, AZ 85028, USA
Phone (602) 443-7806
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Financial Planning Unlimited
5 out of 5
Location 4545 N 12th St, Phoenix, AZ 85014, USA
Phone (602) 274-0371
Directions
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TFO Phoenix, Inc.
SEC File# 801-72840
CRD# 159440
5 out of 5
Location 5060 N 40th St Suite 200, Phoenix, AZ 85018, USA
Phone (602) 466-2611
Directions
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Aaron M Thomas - Private Wealth Advisor, Ameriprise Financial Services, LLC
Location 11811 N Tatum Blvd Ste 3031, Phoenix, AZ 85028, USA
Phone (602) 834-0488
Directions
Financial Advisors in Phoenix, AZ

Where Certified Financial Advisors in Phoenix, AZ Serve

Phoenix, AZ is a bustling city located in the Sonoran Desert. It is home to a variety of landmarks, including the iconic Camelback Mountain and the stunning Desert Botanical Garden. The city is also known for its thriving economy, with top employers such as Intel, Banner Health, and Wells Fargo. Major highways and streets in the area include the I-10, Loop 101, and Camelback Road. Phoenix is comprised of a diverse range of neighborhoods, from the trendy downtown area to the historic districts of Encanto and Willo. With its rich culture, thriving economy, and stunning natural beauty, Phoenix is a city that truly has something for everyone.

Services Provided by Fee Based and Fee Only Financial Advisors

Banks and Credit Unions

Residents of Phoenix, AZ can benefit from the guidance of a financial advisor in a variety of ways. One of the most common ways is through retirement planning. With a large population of retirees and a thriving job market, many Phoenix residents need help navigating their retirement savings and investments. A financial advisor can help them make informed decisions about 401(k) plans, IRA contributions, and other retirement accounts. Additionally, with the city's hot summers and high energy costs, a financial advisor can also assist with budgeting and saving for utility bills. By working with a financial advisor, Phoenix residents can feel more confident about their financial future and enjoy the many amenities that the city has to offer.

Insurance Broker

Residents of Phoenix, AZ can benefit greatly from the services of an insurance broker. With the city's scorching hot summers and occasional monsoon season, it's important for residents to have adequate coverage for their homes and vehicles. An insurance broker can help residents find the best policies to protect their assets from damage caused by extreme weather conditions. Additionally, with Phoenix being a popular tourist destination, insurance brokers can assist local businesses in obtaining liability and property insurance to protect against any potential accidents or lawsuits. Overall, an insurance broker can provide peace of mind to Phoenix residents by ensuring they have the proper coverage to protect their assets and financial well-being.

Retirement Planning

Residents of Phoenix, AZ can benefit greatly from the services of a retirement planner. With the city's warm climate and abundance of outdoor activities, many retirees choose to settle in Phoenix. A retirement planner can help these individuals navigate the complexities of retirement, including managing their savings, creating a budget, and planning for healthcare costs. Additionally, with the cost of living in Phoenix on the rise, a retirement planner can provide guidance on how to maximize their retirement income and make their savings last. Overall, a retirement planner can offer peace of mind and help residents of Phoenix, AZ enjoy their retirement years to the fullest.

Wealth Management

Residents of Phoenix, AZ can benefit from the expertise of a wealth manager in several ways. One of the most common ways is through retirement planning. Phoenix has a large population of retirees, and a wealth manager can help them navigate the complexities of retirement planning, including creating a retirement income stream, managing investments, and minimizing taxes. Additionally, with the hot and dry climate in Phoenix, residents may need to consider additional insurance policies for their homes and assets. A wealth manager can provide guidance on insurance options and help protect their clients' assets in case of unexpected events like wildfires or floods. Overall, a wealth manager can help Phoenix residents achieve their financial goals and provide peace of mind for their financial future.

Mortgage Loan Officer

Residents of Phoenix, AZ can benefit greatly from the expertise of a mortgage loan officer. With the city's booming real estate market, a loan officer can guide prospective homebuyers through the often complex and overwhelming process of securing a mortgage. Additionally, Phoenix's extreme temperatures can make energy-efficient homes a top priority for many residents. A knowledgeable loan officer can help borrowers find and finance homes with energy-saving features, such as solar panels or efficient HVAC systems. Overall, a mortgage loan officer can be a valuable resource for Phoenix residents looking to navigate the competitive housing market and find a home that meets their unique needs and budget.

Tax Services

Residents of Phoenix, AZ can greatly benefit from the assistance of a tax advisor. One specific way a tax advisor can help is by navigating the unique tax laws and regulations in Arizona. For example, Arizona has a state sales tax rate of 5.6%, which is higher than the national average. A tax advisor can help residents understand how this affects their personal finances and provide guidance on how to minimize their tax liability. Additionally, with the recent changes to the tax code, a tax advisor can ensure that residents are taking advantage of all available deductions and credits, such as the Arizona Charitable Tax Credit, which allows taxpayers to receive a dollar-for-dollar credit for donations made to qualifying organizations. Overall, a tax advisor can provide valuable insights and strategies to help Phoenix residents make informed financial decisions and maximize their tax savings.

Estate Planning Lawyer

Residents of Phoenix, AZ can benefit greatly from the services of an estate planning lawyer. One of the most common ways an estate planning lawyer can help is by creating a comprehensive estate plan that ensures their assets are distributed according to their wishes after their passing. This is especially important in Phoenix, AZ, where the population is rapidly growing and the real estate market is booming. An estate planning lawyer can help residents navigate the complexities of property ownership and ensure that their assets are protected and passed down to their loved ones in the most tax-efficient way possible. Additionally, an estate planning lawyer can assist with the creation of important legal documents such as wills, trusts, and powers of attorney, which can provide peace of mind to residents and their families.

Phoenix, AZ Financial Resources

Phoenix, AZ Chamber of Commerce

https://phoenixchamber.com/

Phoenix, AZ City Hall

https://www.phoenix.gov/

Phoenix, AZ Public Library

https://www.phoenixpubliclibrary.org/

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