Best Financial Advisors in Rogers

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SmartAdvisor by SmartAsset logo
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SmartAdvisor by SmartAsset

Rogers, AR

Business Description

SmartAsset's free, five-minute tool makes it easy to find qualified financial advisors in your area. The exclusive tool uses a quick survey to help SmartAsset's exclusive algorithm match you with up to three advisors based on your specific financial needs. Each advisor is a fiduciary, legally bound to work in your best interest, and rigorously vetted by SmartAsset. You can speak with each for free, sometimes within a matter of minutes, and choose whom you want to work with. Hundreds of thousands of smart investors and retirees have already used SmartAsset's simple, no-cost service to find the right financial advisors for them.

Reputation:

We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.
4.0

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
4.0
Responsiveness
Friendliness
Helpfulness
Detail
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Price: Free consultation

SmartAdvisor by SmartAsset

Biz Hippo logo
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Biz Hippo

3901 W Arnold Ave, Rogers, AR 72758
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  • Tax Planning

Business Description

Biz Hippo is a firm that caters to clients across Rogers and the surrounding areas. It offers a wide variety of services for small- and medium-sized business owners, including personal financial planning. The firm also provides financial reporting, cash flow analysis, outsourced accounting, and payroll processing services and works on state and multi-state taxes and state registrations and compliance. Its principal is a CPA who has been in the industry for more than three decades.

Reputation:

We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.
5.0
Google
5.0 / 5 (1)
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Biz Hippo

Boston Mountain Money Management, Inc. logo
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Boston Mountain Money Management, Inc.

2003 S. Horsebarn Rd., Ste. 9, Rogers, AR 72758
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  • Private Wealth Advisor
  • Retirement Planning

Business Description

Boston Mountain Money Management, Inc. serves clients in Rogers and nearby locations. Its financial planners assist clients in organizing and diversifying their income. They design investment portfolios based on a client's long-term objectives and risk tolerance. The company also prepares for retirement by providing a steady income during the golden years. CEO Scott Alaniz is a Northwest Arkansas native with over 30 years of financial industry experience, including time spent at a New York-based investment bank.

Reputation:

We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.
5.0
Google
5.0 / 5 (1)
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Boston Mountain Money Management, Inc.

Integrity Capital Wealth Management LLC logo
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License Verified:

License: 3136985

Investment Adviser Public Disclosure Database, SEC

Integrity Capital Wealth Management LLC

4201 West New Hope Road Suite 102, Rogers, AR 72758
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  • Certified Financial Planner (CFP)
  • Retirement Planning

Business Description

Integrity Capital Wealth Management LLC serves individuals and investors in Rogers and nearby areas. It offers financial advisory services that help clients achieve their financial objectives, including stock management, intergenerational wealth transfer, charitable planning, and investment management. As an independent brokerage, the company offers securities through SIPC and FINRA member, LPL Financial, and investment advice through Strategic Wealth Advisors Group. Founder Brandon Simmons leverages his technical analysis and process reengineering experience at Accenture to serve investors.

License Verified:

License: 3136985

Investment Adviser Public Disclosure Database, SEC

Reputation:

We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.
4.0

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
5.0
Responsiveness
Friendliness
Helpfulness
Detail
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Integrity Capital Wealth Management LLC

Lighthouse Financial logo
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License Verified:

License: 2432737

Investment Adviser Public Disclosure Database, SEC

Lighthouse Financial

3614 W Southern Hills Blvd, Rogers, AR 72758
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  • Certified Financial Planner (CFP)

Business Description

Lighthouse Financial caters to individuals and businesses in the Rogers metro and the surrounding communities. Its team of financial advisors helps clients maximize their assets through comprehensive financial planning, wealth management, and tax planning. The firm provides various other services, including 401k implementation, business succession, and the bucket strategy, a retirement plan for creating short-term, intermediate, and long-term investment streams. Lighthouse Financial's team comprises 11 financial professionals, CPAs, and estate planners with over 100 years of combined industry experience.

License Verified:

License: 2432737

Investment Adviser Public Disclosure Database, SEC

Reputation:

We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.
4.7
Google
4.7 / 5 (42)

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
5.0
Responsiveness
Friendliness
Helpfulness
Detail
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Lighthouse Financial

SWK Financial Planning Advisors of Raymond James logo
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License Verified:

License: 2199538

Investment Adviser Public Disclosure Database, SEC

SWK Financial Planning Advisors of Raymond James

3945 N Vantage Dr Ste 3, Fayetteville, AR 72703
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  • Certified Financial Planner (CFP)

Business Description

SWK Financial Planning Advisors of Raymond James serves individuals, families, and businesses in Rogers. The company offers financial, divorce, retirement planning; sustainable investing, and wealth portfolio management. Its financial advisors also assist corporations with group retirement planning for their employees. Committed to wealth longevity, the company continually reviews each client's portfolio to accommodate life changes and apply new financial strategies. Its team's certifications include Certified Plan Fiduciary Advisor, Certified Wealth Strategist, Chartered Retirement Plan Specialist, and Certified Divorce Financial Analyst.

License Verified:

License: 2199538

Investment Adviser Public Disclosure Database, SEC

Reputation:

We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.
5.0
Google
4.9 / 5 (7)

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
4.0
Responsiveness
Friendliness
Helpfulness
Detail
––
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SWK Financial Planning Advisors of Raymond James

The Point Financial Group logo
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License Verified:

License: 2753795

Investment Adviser Public Disclosure Database, SEC

The Point Financial Group

6576 Lynch's Prairie Cove Suite A, Springdale, AR 72762
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  • Certified Financial Planner (CFP)

Business Description

The Point Financial Group has been serving clients in Rogers and the surrounding areas since 2001. It helps individuals, families, and small businesses achieve their objectives through investment, retirement, and estate planning. Its independent financial advisors, who have more than a century of combined industry experience, perform portfolio analysis, income management, and college education planning. The company offers securities services through SIPC member LPL Financial. It stays current on industry developments through continuing education and market trends monitoring.

License Verified:

License: 2753795

Investment Adviser Public Disclosure Database, SEC

Reputation:

We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.
4.0
Google
5.0 / 5 (3)

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
5.0
Responsiveness
Friendliness
Helpfulness
Detail
Visit Website

The Point Financial Group

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Frequently Asked Questions

Should I hire a financial advisor before buying a house?

While not always necessary, a financial advisor could help you decide how large of a mortgage to apply for, how much money to put down, and how to balance the purchase with other savings and investment goals.

What experience should I look for in a financial advisor?

 If you have specific goals or a unique financial situation, look for a financial advisor with expertise in that area. For example, some financial advisors specialize in working with millennials or focus on socially responsible investing.

Can my financial planner help with taxes?

Financial advisors aren’t necessarily accountants or tax preparers, so don’t expect them to prepare your taxes for you. However, they may be able to provide tax-related advice to help you optimize your returns and deductions. If you need an advisor who can file your taxes, look for one who is also a CPA (Certified Public Accountant).

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