We Have Listed The Top 10 Financial Advisors In Phoenix To Help You Choose The Best Professional For Your Needs.
Address: 14155 N. 83rd Ave., Suite 144 Peoria, AZ 85381
Phone: 623-974-0300
Website: https://www.fullertonfp.com/
Community is everything…it drives us in our decision making, experiences, and adaptability. When Steve and Stephanie founded Fullerton Financial Planning in 2004, the word “community” was one of the integral pieces in the inner workings of the foundation of their business. Giving back to the "Kingdom: was second, hence Fullerton Financial Planning created Kingdom Financial, a Registered Investment Advisor." With a culmination of the two, Steve and Stephanie Fullerton founded Fullerton Financial Planning with one common goal: to help clients achieve financial confidence. Whether you’re planning for or already living in retirement, there’s a lot that goes into solidifying a written retirement plan. From crafting a budget and managing your money to last a lifetime to creating a goal sheet to identify what you want to focus on, it's crucial to understand the many variables that make up your retirement years. At Fullerton Financial, we value relationship building with our clients. We want to know about you, your family, your goals, and your dreams. The more we get to know you, the easier it can be to create a plan that accomplishes your ideal retirement. By taking a holistic approach, we build your retirement plan around these objectives while focusing on addressing the longevity of your accounts. We create an individualized retirement road map for each and every one of our clients because no two retirements are the same. Having the proper co-pilot sets the trajectory of your destination... Let us help you navigate this exciting journey.
Address: 3420 E Shea Blvd Ste 200 Phoenix, AZ 85028
Phone: 602-635-7399
Website: https://www.investwithff.com/
Over the years, we have found that a team approach can be an effective method to help clients who have a wide variety of needs as they maneuver through a complex financial-services world. We invite you to discover and experience the power of our services. We believe it has far-reaching benefits for our clients to get opinions from several sources with diverse backgrounds, education, and experience. No one strategy fits everyone, which is why every client gets our undivided attention—from planning to execution to follow-up. We take a proactive approach to helping you develop a strategy to address your financial goals and objectives, using the most efficient methods available. Recognizing that everyone encounters challenges along the way, we strive to anticipate and address those situations as they occur. We want to keep you on track toward a meaningful and purpose-driven financial future. We invite you to check out all the material on our website. If you have any questions, please send us an email or call the office. We look forward to speaking with you. Our mission is to get to know and understand your needs, wants, and long-term goals. We want to help you develop, implement, and monitor a strategy that’s designed to address your individual situation. We understand the challenges families face today. From managing debt to saving for college to retirement, these personal finance challenges can be overwhelming. Our commitment is to utilize all of our resources to help you pursue your goals. We believe in thinking “out of the box” and we are not afraid to challenge conventional wisdom in our approach to investing and preserving wealth. All of our energy, commitment, and efforts are focused on you, the client, and your satisfaction.
Address: 7010 E. Chauncey Lane Suite 130 Phoenix, AZ 85054
Phone: 602-343-9301
No matter what your plans are for the future, creating a custom plan to ensure that your assets provide for you and your family the way you want means partnering with a team of experienced professionals. We know that retirement planning and financial planning can be complicated, but we also know our business. Our years of experience allow us to provide clear, easily understood explanations of products and services to help you make the best decisions. Our dedication is to growing our clients’ wealth while simultaneously working to minimizing risk exposure and protecting existing assets. For more than a decade, our experienced team has helped hundreds of families create personalized retirement strategies to best fit their goals. Client feedback: SFG is a small (but growing) financial services company that takes the time to get to know the client, the client's family, and important interests. All of the SFG advisors are very personable and quickly won my trust while not pressuring me to try to win my business.
Address: 5080 North 40th Street Suite 400 Phoenix, AZ 85018
Phone: 480-404-7523
Website: http://www.velocitywealthmgt.com/
Velocity Wealth Management, LLC was founded upon the realization that traditional financial planning is flawed and thus is no longer working for the majority of Americans. We take great pride in our uncommon approach that allows our clients the ability to enjoy life today while having the flexibility to realize profits from investments, real estate, and business opportunities. Combining our uncommon strategies and proven techniques along with knowledgeable guidance from only the industry’s leading advisors across the nation allows our clients to truly have the velocity of their money work optimally. The goal is a better, less stressful life today, with a dramatically enhanced retirement lifestyle and legacy. Overall, we expect to provide unparalleled results for our clients and feel they should expect the same. We work with many different types of clientele, however, we specialize with Dentists, Medical Physicians, Pharmacists, Executives, and Pre-Retirees. Every year, we travel all across the country to teach at multiple universities, hospitals, and residency programs. We have also had the privilege of teaching multiple Fortune 500 company new hire classes. A specialist in these spaces, we are often called upon to assist and consult other advisors and their clients in these specific markets. We invite you to discover and experience the power of our services. We believe it has far-reaching benefits for our clients to get opinions from several sources with diverse backgrounds, education, and experience. No one strategy fits everyone, which is why every client gets our undivided attention—from planning to execution to follow-up. We take a proactive approach to helping you develop a strategy to address your financial goals and objectives, using the most efficient methods available. Recognizing that everyone encounters challenges along the way, we strive to anticipate and address those situations as they occur. We want to keep you on track toward a meaningful and purpose-driven financial future. We invite you to check out all the material on our website. If something prompts a question, please send us a quick email or call our office. We look forward to speaking with you.
A qualified retirement goal is an extremely valuable asset to any company. To benefit employer and employees alike to the fullest extent possible, plan design and administration requires diligent care, personal service, and above all, a mastery of the complex and ever changing opportunities available. At Fiduciary Advisors, LTD., we have the expertise to design plans that best serve our clients’ priorities, and the integrity to meet their needs. Fiduciary Advisors, LTD. is committed to building relationships that last. This means making ourselves available to you when and how you need us. Our responsive staff prides itself on rapid turnaround times, no matter what effort is required… going the extra mile is part of doing our job. Whether conducting enrollment meetings, preparing detailed actuarial calculations, or supplying clients with important answers to critical questions, we take a personal interest in every aspect of service we provide. We recognize that selecting a plan is just the beginning… timely, effective and consistent communication is crucial to keeping employees informed and involved. Through periodic participant statements and enrollment meetings, we will assist you in explaining your plan’s features and advantages to your workforce in a way which instills confidence, provides comfort and bolsters participation. Proper plan administration is thorough, detailed work that must be carried out accurately and conscientiously. Precise calculation, alert monitoring, keen analysis — all must be orchestrated and executed in a timely manner. We will help coordinate the complex, yet well established, aspects of retirement planning. From installation to termination, and all the data collection, asset analysis and actuarial process in between, we at Fiduciary Advisors, LTD. hold ourselves to the highest standards of performance. Since 1985, our founder has served this industry and established a tradition of excellence in the Phoenix, Tempe, and Scottsdale, AZ communities. Employing a well-seasoned staff of actuaries and administrators continues to make Fiduciary Advisors, LTD. a leader in retirement administration. We are uniquely focused on developing and managing employees’ defined benefit plans. By concentrating on planning and leaving the investment advise to your money managers and financial planners, we are able to provide a premier service to our clients. Thousands of employees, working for hundreds of employers throughout the United States, depend on our firm for their retirement benefit needs.
Address: 7702 E. Doubletree Ranch Road, Suite #100, Scottsdale, AZ 85258
Phone: 800-838-3079
Website: https://trajanwealth.com/
We know you have many choices for financial advisors and estate planners, but please give us a moment to mention why we’re different. Retirement planning and estate planning go hand in hand. We are proud to offer both services with advisors and attorneys that work together under one roof. As one of the first hybrid firms in the nation, Trajan’s business structures offer unique benefits. Your estate plan is not prepared in a vacuum, and all the facets of your estate plan are considered, including wealth and tax planning. Fiduciary advisors can also protect and grow your investments, creating an end-to-end strategy for assets. Starting on a foundation of mutual respect and understanding, we will dedicate the time needed to listen to your goals and educate you on the options. And as an independent firm, we’re not bound to just one line of products or portfolios. We have the ability to customize a portfolio to meet your own unique goals and needs. We are fiduciaries, and it’s a legal obligation of the highest degree for us to act in your best interest at all times. Plus, our advisors are not dually registered as brokers. We employ individuals with hearts of teachers who share high values. We won’t talk down to you or use fancy financial or legal jargon without explanation. We have a straightforward, flat percentage fee for money management. We will also disclose any conflicts of interest.
Address: 4040 E Camelback Rd Ste 212 Phoenix, AZ 85018-8361
Phone: 480-927-3639
Website: https://www.ameripriseadvisors.com/chad.j.stauffacher/
For over 125 years, Ameriprise has been committed to putting our clients’ needs first. Over the years, we’ve helped millions of people invest billions of dollars so they may pursue what’s important to them. Our advisors develop ongoing one-to-one relationships with clients and take time to understand what’s truly important to them and their families. To help clients achieve their financial goals and prepare for the expected and unexpected, we offer personalized financial advice and a range of product solutions, including investments, insurance, annuities and banking. Smart technologies enable clients to track progress toward individual financial goals, as well as see how investments and solutions are performing, at any time, any place, from any device. At Ameriprise, our focus is to help clients achieve their financial goals and feel confident, connected and in control of their financial life. - Ameriprise Financial is a longstanding leader in financial planning and advice. - Ameriprise earns high ratings in the investment industry, including a Hearts & Wallets Top Performer™ recognition in1: "Unbiased, puts my interest first" "Explains things in understandable terms" "Understands me and shares my values" - To provide our clients a broad choice of investment products, we offer thousands of mutual funds from approximately 160 mutual fund families on a stand-alone basis and as part of our wrap accounts.2 - Ameriprise Financial has approximately 10,000 financial advisors3
Address: 4545 North 12th Street Phoenix, AZ 85014
Phone: 602-274-0371
Website: https://www.fpuinc.com/
Over the years, we have found that a team approach can be an effective method to help clients who have a wide variety of needs as they maneuver through a complex financial-services world. We invite you to discover and experience the power of our services. We believe it has far-reaching benefits for our clients to get opinions from several sources with diverse backgrounds, education, and experience. No one strategy fits everyone, which is why every client gets our undivided attention—from planning to execution to follow-up. We take a proactive approach to helping you develop a strategy to address your financial goals and objectives, using the most efficient methods available. Recognizing that everyone encounters challenges along the way, we strive to anticipate and address those situations as they occur. We want to keep you on track toward a meaningful and purpose-driven financial future. We invite you to check out all the material on our website. If something prompts a question, please send us a quick email or call our office. We would enjoy speaking with you.
With more than 80 firms across the Dynamic network, Dynamic Wealth Advisors represents a growing community of trusted wealth advisors, delivering exceptional client experiences that go beyond traditional financial planning and portfolio management. Dynamic-affiliated wealth advisors focus on holistic wealth advice and life planning, taking a sincere interest in understanding what fulfillment means to you and helping you realize your goals to achieve it. From investing and retirement planning, to career pathing, college savings, and lifecycle planning that builds and preserves your family legacy, wealth advisors affiliated with Dynamic are all fiduciaries. They are not tied to one way to manage your money or one institutional investor. They are on your side, doing what’s in your best interest. Wealth advisors affiliated with Dynamic are successful advisors who value their clients. They thrive with the support of an experienced, dedicated team at Dynamic ready to support your financial goals. By partnering with Dynamic, your wealth advisor is able to focus 100% of their time serving you rather than the administrivia and complexities of the financial service industry. Explore the services provided by your Dynamic advisor:
Address: 2398 E. Camelback Rd., Suite 700 Phoenix, AZ 85016
Phone: 602-381-5300
For more than a century, RBC Wealth Management has provided trusted advice and wealth management solutions to individuals, families and institutions. We are a global organization, bringing our diverse expertise and deep knowledge to help strengthen the financial security of our clients around the world. With strategic vision and an unparalleled dedication to responsible stewardship, our management team is helping reshape the way you might think about a full-service securities firm. As a client of RBC Wealth Management, you’ll be working with a company with deep resources, a reputation for putting the interests of clients ahead of our own and a passion for helping transform the lives of the people we serve through customized wealth planning. Discover our strengths. We provide a suite of world-class products and services available to help you build, preserve, enjoy and share your wealth. Explore our offerings. We invite you to explore the links above to learn more about what sets RBC Wealth Management apart and contact us today to see how we can help you achieve financial security.