We Have Listed The Top 10 Financial Advisors In Tucson To Help You Choose The Best Professional For Your Needs.
Address: 1715 East Skyline Drive, Suite 101 Tucson, AZ 85718
Phone: 520-780-9059
Website: https://premret.com/
Your path to retirement is unlike any other, and so too will be your journey beyond “work life”. That’s where we come in. For more than twenty years we’ve been helping families in the Tucson and Mesa Arizona area, build strategies designed to finance the lifestyles in retirement they dreamt of and deserved. As Certified Financial Fiduciaries, our oath to protect your best interests above all else isn’t just a commitment, it’s our culture. We hold the highest moral, ethical, and fiduciary standards of service when providing advice to potential and existing clients. We work tirelessly to offer strategies and solutions that combine all facets of retirement life: wealth protection, sustainable income, investment growth, healthcare, tax minimization, and estate planning. This takes experience, creativity, industry knowledge, and most of all, a personal connection with the clients we serve. You’ve worked, saved, and sacrificed to create wealth, and we’re committed to be by your side every step of the way to fulfill your goals in retirement. We’ll “take it from here”.
Address: 4011 E. Sunrise Dr. Catalina Foothills, AZ 85718
Phone: 520-733-1477
TCI’s Tucson wealth management office is located in the foothills on Sunrise near La Paloma. Stop by our office, give us a call, or send us a secure message online to talk about our wealth management services. To grow your wealth and create the life that you want, you need a trusted financial advisor who understands your lifestyle, future goals, financial habits, and vision for success. Without that connection and understanding, your financial strategy will fall short of its potential. That’s why every partnership with a Tucson wealth advisor begins with a comprehensive discovery phase. During this phase, your advisor will get to know all about you before crafting a custom financial plan to help meet your goals. Whether you come to TCI for retirement planning, investment strategy, or financial education, you can expect advisory services offered with transparency, warmth, and clarity. As the largest registered investment advisory firm in Tucson, we have the breadth and depth of expertise to handle your financial planning needs. With over 30 years of experience and passion for superior client service, you can be sure you’ve chosen the best wealth management firm in Tucson. In 2020, Gallup recognized TCI Wealth Advisors as a 2020 Exceptional Workplace Award winner, the only Registered Investment Advisor (RIA) on the West Coast to be included. We’re proud to have been recognized as a leader in our industry and honored to receive the following other awards: Top 12 Best Financial Advisors in Phoenix & Scottsdale by AdvisoryHQ, 2020 TCI Ranked #125 of 700 RIA Firms by Financial Advisor, 2019 Top 300 Investment Advisors in the US by Financial Times, 2019
Address: 333 N Wilmot Rd Suite 340 Tucson, AZ 85711
Phone: 520-512-8832
Website: https://silverman-associates.com/
Our unique process is designed to help our clients achieve simplicity and confidence to and through their retirement years. It’s focused around 5 key areas of your current financial life. Because making smarter choices about your money impacts the quality of your life. Silverman + Associates Wealth Management, LLC is an independent financial planning and advisory firm based in Tucson, Arizona. We are fiduciaries, which means we are required to always place our clients’ interests ahead of our own. If you are seeking a Tucson Financial Advisor who specializes in a holistic comprehensive Financial Life Planning approach, with over 25 years of experience, in the areas of Retirement Planning, Risk Management, Investment Management, Cash Management, Estate Planning, Tax Planning, Income Planning, Legacy Planning and Health Care Planning, contact our office at 520.512.8832. You’re being urged not to panic, but many are wondering what effects this will have on their finances. Millions are facing uncertainty about their job, monthly income, daily expenses, debts, retirement and savings. Today many investors don’t have a plan and many others no longer have the right plan. If you’re concerned about the impact the pandemic, high inflation or the situation in Ukraine is having on your savings, investments, and retirement plan receiving a Complimentary Second Opinion is not only prudent it’s just plain common sense! So, we are making our Complimentary Second Opinion Service available to individuals other than our clients. There is NO COST and NO OBLIGATION.
Address: 1926 E. Fort Lowell Rd Suite 100 Tucson, AZ 85719
Phone: 888-271-4646
Website: https://ironwoodfinancial.com/
At Ironwood Financial we believe in the fiduciary duty. It's an oath we took to put our clients' interests above our own and it's a standard that we believe all Tucson retirees deserve. That's why we've built our process to put you first, no matter what. We want to know what drives you, what your values are, and what you really want in life so we can help you achieve those goals and help you thrive in retirement. It's about your life, not just your money. So let's start there. Our clients experience a relationship based on deep understanding and mutual respect. Such relationships are, in our experience, fundamental to the success of every wealth management plan. and we strive to make sure that we truly understand your values, goals and vision for the future. With over 20 years of investment experience, we've provided wealth management for clients through a wide range of market conditions. This track record of experience continues to expand our prudent approach and long-term perspective so we focus on what works over, what sounds good in the moment. At Ironwood we take our fiduciary duty seriously and work to be on the same team as our clients. In contrast to the big investment house quotas and "house approved" investments, which put the firm first, we built our firm around the goals of the client. We use a team effort based on ongoing conversations, tailored advice and transparency.
Address: 7490 N. La Cholla Blvd Tucson, AZ 85741
Phone: 520-751-4300
Website: https://www.carsonwealth.com/locations/tucson-az-n-la-cholla-blvd/
Why should you work with Carson Wealth? We will make sure you’re educated on your investments and how we manage your money – as much or as little information as you’d like. As your trusted advisor, we’re focused on adding convenience and simplicity to your life. Whether you’re investing hundreds or millions, at Carson Wealth we’re about much more than results – we’re about helping you understand where those results came from and why we chose the strategy we did. If you’re tired of the mystery of investing and want to know exactly what’s happening with your money, schedule an appointment today. We are here to help you keep what’s best for you and your family in mind at all times. If you’re spending too much or not saving enough to stay on track for your goals, we will make sure you know it – and we’ll make sure it gets set right. We’re here to coach you through anything and everything. We’re not just a financial advisor. Looking toward a change in profession? We’re here to help. Just went through a divorce? Let’s talk about what’s next. Wondering where you should live in retirement? We’ll give you a neutral opinion – and we probably have a few ideas of our own. Most advisors only care about the table stakes of investments and managing money. While these are important factors, we’re also interested in helping you plan all the key areas of your financial life.
Address: 2200 E. River Rd., Suite 109, Tucson, AZ 85718
Phone: 520-615-2779
Website: https://gordianadvisors.com/
For a small, independent practice, we bring to bear unique and valuable backgrounds. Where else would you find a team that includes: a deputy to Jack Bogle (founder of Vanguard) a Wall Street analyst an estate planning attorney a compliance veteran of several SEC audits a professional day trader a leader of a $6 billion institutional investment firm a Masters of Accounting a Harvard MBA a Russian immigrant turned fervent capitalist In other words, we have a first-hand understanding of the inner workings of the financial services industry. Our diverse experiences have prepared us better than simply learning how to sell complicated products or present standardized plans. We use our knowledge to educate clients and develop the best solutions for them. Just as important, we protect clients from the endless barrage of financial products and services that are not in their best interest and may be harmful to their financial health. Gordian Advisors draws its name, and inspiration, from the Gordian knot of Greek legend. The god Zeus had decreed that when it came time for the people of ancient Phrygia to select a king, the next man to enter the city driving an ox cart should become their king. The peasant Gordius innocently fulfilled the decree, was made king, and ruled very successfully. In his gratitude Gordius dedicated his wagon to Zeus by tying it to a pole near the temple with an intricate knot. Another oracle declared that anyone who succeeded in untying the knot would become the ruler of all Asia. The knot stayed firmly tied, confounding all attempts to loosen it, until the arrival of Alexander the Great. Even Alexander’s conventional attempts to untie the knot were unsuccessful, until he cut the knot open with his sword. Zeus honored the warrior's initiative by making the prophecy come true, and Alexander conquered all of Asia and more. The “Gordian Knot” has come to represent a difficult and intractable problem, while Alexander’s simple solution focused on the outcome rather than the obstacle itself. Likewise, Gordian Advisors is committed to cutting through the noise and complexity of today’s investment environment and focusing on straightforward techniques to help clients reach their goals.
Address: 6450 N Swan Road Suite #100 Tucson, AZ
Phone: 520-299-5875
Website: https://allworthfinancial.com/find-a-location/tucson
The Allworth team in our Tucson office has faithfully been serving individuals and families throughout the Southwest United States for more than 20 years. We pride ourselves on delivering conflict-free, fiduciary investment management and retirement planning advice and guidance that helps clients reach their short and long-term financial goals. Interested in learning more about the Allworth way? Listen to Money Matters, our weekly, call-in radio program, via podcast at iTunes or Google Play. One of the country’s longest-running financial shows, Money Matters answers questions from people just like you about investing, retirement, taxes, and more. Conveniently located at 6450 N. Swan Road, in Northeast Tucson near the juncture of North Swan and East Sunrise Drive just east of State Route 77, our Tucson team delivers guidance on: Retirement and Financial Planning Investment Management Estate and tax planning recommendations Advisory services offered through Allworth Financial, a Registered Investment Advisor | Disclosures | Privacy Policy Securities offered through AW Securities, a Registered Broker/Dealer, member FINRA/SIPC. Check the background of this firm on FINRA's BrokerCheck.
Address: 7594 N La Cholla Blvd. Tucson, AZ 85741
Phone: 520-544-2500
We serve as a guide in helping you navigate the complexities of your financial life and achieve your version of financial success. At Southwest Investment Advisors (SIA), we believe everyone deserves trusted financial advice driven by their goals. With no asset minimums, we’re here for you when you need us, regardless of where you are on your financial journey. We provide custom financial advice and investment solutions to help our clients achieve their goals. Investment Management We take an independent approach to developing diversified investment portfolios that support our clients’ objectives. Retirement Planning We serve as a guide to clients as they transition into retirement, developing custom income strategies with a focus on tax efficiency. Financial Planning We incorporate all aspects of a client’s financial life into a single, comprehensive financial plan that serves as roadmap toward achieving the client’s lifetime goals while optimizing generational wealth transfer. We serve a wide range of clients who share our commitment to long-term, goal-driven planning.
Address: 17505 N 79th Ave #216 Glendale, AZ 85308
Phone: 623-295-1960
Website: https://homesteadwm.com/
If our background in dairy farming has taught us anything, it’s the value of a hard day’s work. At Homestead Wealth Management, we believe that premium service should be accessible. That’s why we are dedicated to real working families. We thrive when you do. As an independent practice, we answer only to you, which allows us to provide custom-crafted plans that are never commission-incentivized. Our straightforward approach means no surprises with hidden fees, and no sales pitches. Just a simplified process that makes things easier and more personal for you. These days almost everything is automated, pre-packaged, and well... impersonal. At Homestead Wealth Management we’ve stuck with what we love, working with YOU. At Homestead Wealth Management we offer detailed financial planning with a simplified process. We pride ourselves on being accessible, while delivering a high level of personal service, so that we can support everyday families on their financial journeys.
Address: 4511 N Campbell Ave, Tucson, AZ 85718, USA
Phone: 520-544-4909
Website: https://greenbergfinancial.com/
Greenberg Financial Group is both a Registered Investment Advisory and Retail Broker / Dealer in Tucson, Arizona. We specialize in portfolio management & advisory services and are located at 4511 N. Campbell Ave. Suite # 255. We invite you to listen to the “Money Matters” program every Sunday morning from 8:00am-10am. Greenberg Financial sponsors the call-in talk show on 790 KNST and iHeart radio. Subject matter includes everything from general market & economic overviews to specific debt and equity securities, as discussed by Greenberg Financial Group’s money managers and guests. At the Greenberg Financial Group, we believe people are happiest in jobs at which they excel and enjoy. Our strong team is dedicated to attracting and cultivating the brightest talent. Let us help you consider your career options with a firm whose strength and integrity differentiates us from other local and National firms. In our customer-focused culture, career development, community involvement, and a health work-life balance play an important role. We invite you to explore a future with our firm. Your future begins now.