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Best Financial Advisors in Avondale

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1616 N Litchfield Rd, Suite 260, Goodyear, AZ 85395
Goodyear, AZ 85395
  • Retirement Planning

American Wealth Advisers is an independent financial planning firm serving customers in Avondale. It developed a six-step financial planning process, which includes establishing client-advisor relationships, gathering and analyzing data, creating strategies, implementing plans, and monitoring accounts. The team offers budget and cashflow planning, investment management, insurance review, retirement projection, and education planning services. Kyle Addington, the company's president, is a Certified Financial Fiduciary. American Wealth Advisers has been listed on Phoenix Magazine's Top Wealth Managers for several years.

1616 N Litchfield Rd, Suite 260, Goodyear, AZ 85395
Goodyear, AZ 85395

Website(602) 441-9441

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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.

Online Profiles:

2 (Better)

Average Review Score:

5 / 5 ( Best)

Total Reviews:

3 (Good)

Score Consistency:

Consistent (Best)

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.

Responsiveness: A+

Friendliness: A+

Helpfulness: A+

Detail: A+

12725 W. Indian School Rd. Suite E-101, Avondale, AZ 85392
Avondale, AZ 85392
Instagram
  • Estate Planning
  • Certified Financial Planner (CFP)
  • Retirement Planning
  • Investment Management
  • Financial Planning

Bayntree Wealth Advisors provides comprehensive services in the Avondale metro. It caters to young professionals, business owners, executives, and retirees who need financial planning and wealth management assistance. The company offers income planning, asset protection, and investment management solutions. It also creates personalized tax strategies to help clients secure financial protection. In addition, it processes life, health, and long-term care insurance policies. Founder and president Andrew Rafal is a member of Ed Slott's Master Elite IRA Advisory Group.

12725 W. Indian School Rd. Suite E-101, Avondale, AZ 85392
Avondale, AZ 85392

InstagramWebsite(480) 494-2750

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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.

Online Profiles:

2 (Better)

Average Review Score:

4.8 / 5 ( Best)

Total Reviews:

4 (Good)

Score Consistency:

Consistent (Best)

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.

Responsiveness: A+

Friendliness: A+

Helpfulness: A+

Detail: A

12725 West Indian School Road, Suite E-101, Avondale, Az 85392
Avondale, Az 85392
  • Finance Planning
  • Financial Planning

Continuum Wealth Management is a Registered Investment Advisor firm with offices based in Avondale and Scottsdale. It provides fiduciary, financial planning, retirement planning, fee-only wealth management, and investment management services. With over 15 years of experience in the industry, owner Craig W. Ritter has earned the Certified Financial Planner designation. He is also a member of the National Association of Personal Financial Advisors. Ritter leads a roster of financial advisors who are focused on securing the financial goals of their clients.

12725 West Indian School Road, Suite E-101, Avondale, Az 85392
Avondale, Az 85392

Website(480) 296-2066

Show Number

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.

Online Profiles:

1 (Good)

Average Review Score:

5 / 5 ( Best)

Total Reviews:

10 (Better)

Score Consistency:

Consistent (Best)

13843 W. Meeker Blvd, Sun City West, AZ 85375
Sun City West, AZ 85375
  • Estate Planning
  • Retirement Planning

Prime Wealth Advisors offers full-spectrum retirement planning solutions to the residents of Avondale. The company works with clients who are near retirement, recently retired, or transitioning from working to retiring. It handles customized financial and estate planning, as well as tax, risk, and investment management. The company has been working with individuals and families for more than 20 years. Its financial specialist team is composed of Certified Financial Planners, Chartered Financial Consultants, CPAs, and estate planning attorneys.

13843 W. Meeker Blvd, Sun City West, AZ 85375
Sun City West, AZ 85375

Website(623) 777-7463

Show Number

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.

Online Profiles:

3 (Best)

Average Review Score:

4.8 / 5 ( Best)

Total Reviews:

25 (Best)

Score Consistency:

Variable (Good)

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.

Responsiveness: A+

Friendliness: A+

Helpfulness: A+

Detail: A

8800 E Raintree Dr., Suite 220, Scottsdale, AZ 85260
Scottsdale, AZ 85260
Instagram
  • Certified Financial Planner (CFP)

Retirement Planners of America is an investment advisory firm offering its services to the locals of Avondale. It assists clients who are either planning for retirement or are already retired by protecting their savings against an up and down market. The team creates a comprehensive plan that includes advice about matters like family legacy planning, social security, and estate planning to help maintain the client's lifestyle after retirement. One of its senior advisors, Kenneth Moraif, hosts the "Money Matters with Ken Moraif" radio show.

8800 E Raintree Dr., Suite 220, Scottsdale, AZ 85260
Scottsdale, AZ 85260

InstagramWebsite(480) 400-7700

Show Number

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.

Online Profiles:

2 (Better)

Average Review Score:

4.8 / 5 ( Best)

Total Reviews:

113 (Best)

Score Consistency:

Consistent (Best)

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.

Responsiveness: A+

Friendliness: A+

Helpfulness: A+

Detail: A+

5060 North 40th Street, Ste. 200, Phoenix, AZ 85018
Phoenix, AZ 85018
  • Financial Planning

TFO Phoenix is a team of financial advisors serving families in Avondale and nearby locations. Its team of professionals advises families on a variety of concerns, including wealth planning, tax consulting and compliance, family discovery and milestone setting, estate and gift planning, and family governance and education. The company also provides wealth recommendations and communicates regularly with clients to assess changes in their financial status and objectives. TFO Phoenix has been helping families achieve their financial goals for a decade.

5060 North 40th Street, Ste. 200, Phoenix, AZ 85018
Phoenix, AZ 85018

Website(602) 466-2611

Show Number

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.

Online Profiles:

1 (Good)

Average Review Score:

5 / 5 ( Best)

Total Reviews:

2 (Good)

Score Consistency:

Consistent (Best)

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.

Responsiveness: A+

Friendliness: A+

Helpfulness: A+

Detail: --

Frequently Asked Questions:

Q: Should I hire a financial advisor before buying a house?
A: 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.
Q: What experience should I look for in a financial advisor?
A:  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.
Q: Can my financial planner help with taxes?
A: 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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