Expertise.com

2024

Last updated:

Best Financial Advisors in Avondale

Our Recommended Top 6

We did the research for you!

  • Licensing
  • User Reviews
  • Mystery Shopping Calls

Our goal is to connect people with the best local professionals. We scored Avondale Financial Advisors on more than 25 variables across five categories, and analyzed the results to give you a hand-picked list of the best.

24Reviewed

16Curated

6Top Picks

Learn about our selection process.

Providers

featured provider = Featured Provider

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

Why choose this provider?

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.

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
4.0 / 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

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

Why choose this provider?

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.

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 (2)

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
––

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

Why choose this provider?

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.

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.
4.9
Google
5.0 / 5 (27)
Facebook
5.0 / 5 (8)
Yelp
1.0 / 5 (1)

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.
4.5
Responsiveness
Friendliness
Helpfulness
Detail

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

Why choose this provider?

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.

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.
4.9

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

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

Why choose this provider?

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.

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.
4.8
Google
5.0 / 5 (3)
Yelp
4.5 / 5 (2)

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.
4.5
Responsiveness
Friendliness
Helpfulness
Detail

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

Why choose this provider?

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.

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
Facebook
5.0 / 5 (12)
Google
5.0 / 5 (3)

FAQs

  • Introduction

    There are many titles for financial professionals, so it's challenging to track what each one means. A financial advisor is probably the term you've heard most often. Financial advisor is a broad term for a professional who helps individuals or companies manage their finances, including investment choices. There are over 100 certifications that financial advisors can obtain.

    • Financial planners, wealth managers, and investment advisors are all financial advisors with different focus areas.
    • A financial planner helps an individual or a company make a plan to achieve long-term financial goals.
    • A wealth manager helps individuals maintain their wealth through various disciplines and services, such as taxes, estate planning, and investment advice.
    • An investment advisor offers investment advice and recommendations to individuals or organizations.
    There’s a misconception that you have to be extremely wealthy to use a financial advisor. In reality, they can be beneficial for people from any income level. Keep reading to find answers to the most commonly asked questions about financial advisors, so you know which type can fit your specific needs.

  • How do you tell the difference between a financial advisor and a wealth manager in Avondale?

    In Avondale, distinguishing between a financial advisor and a wealth manager hinges on the type of services they deliver. Financial advisors typically give custom advice on many money-related matters, serving a diverse group of clients. In comparison, wealth managers are especially important for those with substantial assets. They offer comprehensive financial services, from wise investment tips to detailed planning for estates and charitable gifts.

  • What are the benefits of hiring a financial advisor for tax preparation in Avondale?

    Hiring a financial advisor in Avondale can offer benefits for tax preparation. They have a deep understanding of the changing laws and guidelines that affect tax season each year. They can provide comprehensive services to manage your wealth, balance your taxes, and guide you through unique income and investment situations. By leveraging their expertise, they can help you find a better balance between your investments and minimize your tax costs, ultimately working toward your short- and long-term goals.

  • Why do financial experts in Avondale recommend individuals to regularly review their credit reports?

    Financial experts in Avondale suggest regular assessments of credit reports to verify the accuracy, completeness, and currency of information. By consistently examining their credit reports, people can promptly identify disparities that may impact their credit scores and overall financial well-being. This proactive approach allows individuals to maintain a positive credit profile and provides swift resolution of potential issues. It is advised to conduct a credit report review at least once annually to ensure optimal financial health.

  • Is there a standard cost for hiring a financial advisor in Avondale?

    Engaging a financial advisor in Avondale isn't confined to a fixed cost, given the diverse fee structures presented by various firms. Nonetheless, local regulatory frameworks safeguard clients by ensuring reasonable charges. An extensive study and rate comparison could enable individuals to secure a professional whose offerings meet their financial aspirations and budget constraints.

  • What saving option can people in Avondale consider beyond traditional savings accounts?

    For people in Avondale seeking more advantageous saving options, they can consider a certificate of deposit (CD). This financial product immobilizes a certain amount of money for a predetermined duration. Once you reclaim your CD, you regain your initial investment plus accrued interest. As with all investments, some risks exist with CDs, necessitating careful research or consulting a financial professional.

  • Are financial advisors worth it?

    Whether or not a financial advisor is worth it depends on your personal situation. If your finances are fairly straightforward, then you may be better off handling it on your own. But if you have substantial assets or a complex investment portfolio, then hiring someone to handle it for you can be well worth the cost.