Expertise.com

2024

Last updated:

Best Financial Advisors in Buckeye

Our Recommended Top 5

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 Buckeye Financial Advisors on more than 25 variables across five categories, and analyzed the results to give you a hand-picked list of the best.

19Reviewed

13Curated

5Top Picks

Learn about our selection process.

Providers

featured provider = Featured Provider
SmartAdvisor by SmartAsset logoFEATUREDExpertise.com

SmartAdvisor by SmartAsset

Buckeye, AZ
  • Estate Planning
  • Investment Management
  • Retirement Planning
  • Financial Planning

Why choose this provider?

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.
3.8
Responsiveness
Friendliness
Helpfulness
Detail
––

Price: Free Consultation

Buckeye, AZ

Why choose this provider?

Need help contacting a Financial Advisor in Buckeye? Call our Concierge team at 848-Book-Pro (848-266-5776 from 6 am - 4 pm PT | Mon - Fri). They are standing by to help you get the service you need.

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

Price: Free booking service | Call 848.Book.Pro!

Website
7025 North Scottsdale Road Suite 115, Scottsdale, AZ 85253
  • Estate Planning
  • Tax Preparation
  • Certified Financial Planner (CFP)

Why choose this provider?

Wilde Wealth Management Group offers financial services in Buckeye. It deals with asset allocation and diversification, concentrated stock analysis, portfolio and 401(k) management, IRA contributions and conversions, and retirement goal setting. The company also conducts investment, elderly, legacy, and business planning. In addition, its agents create defined benefit and college savings plans. The firm maintains affiliations with Rizzo Financial Group and Mosaic Financial Associates. Its CEO, Trevor Wilde, is an AIF who has been in the industry since 1999.

License Verified:

License: 4238789

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
5.0 / 5 (5)

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
5134 N Central Ave, Suite 104, Phoenix, AZ 85012
  • Certified Financial Planner (CFP)
  • Retirement Planning

Why choose this provider?

LifeManaged is an independent advisory company that caters to customers in the Buckeye metro and the surrounding communities. It offers financial planning services, helping clients achieve their money goals. Its process involves identifying their objectives, reviewing balance sheet and cash flow details, designing and implementing personalized plans, and providing transparent reporting to understand results and adjust the program when necessary. Ben Fredlake, the company's director of planning, brings over 10 years of industry experience. He holds the CFP designation.

License Verified:

License: 151367

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
Facebook
5.0 / 5 (6)
Google
5.0 / 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.
5.0
Responsiveness
Friendliness
Helpfulness
Detail

Website
1616 N Litchfield Road, Suite 155, Goodyear, AZ 85395
  • Certified Financial Planner (CFP)
  • Private Wealth Advisor

Why choose this provider?

Murphy Capital Advisors helps Buckeye residents organize their wealth by providing fiduciary solutions. It assists clients from understanding their circumstances and goals to presenting financial plan recommendations, implementing the plans, and monitoring their progress. Its team works with other professionals such as accountants and attorneys to develop integrated strategies for organizing and growing clients' financial resources. Matt Murphy, the company's owner, served as a commissioner on the CFP Board of Standards, Disciplinary and Ethics Commission from 2010 to 2014.

License Verified:

License: 133616

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.
4.2
Yelp
4.2 / 5 (58)
Facebook
4.2 / 5 (54)
Google
5.0 / 5 (1)

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.

  • If you are resigning from your company in Buckeye, what can you do with your 401(k) plan?

    If you are resigning from your company in Buckeye, you have several options for your 401(k) plan. You can roll over the account to an Individual Retirement Account. You can consolidate all your investment accounts and place them in one provider. Through this, you can manage and monitor your assets easily. You can also leave it with your company or move it to your new employer.

  • Are there financial or tax benefits in a donor-advised fund in Buckeye?

    Yes. Donor-advised fund in Buckeye provides a convenient way to maximize charitable giving while enjoying upfront tax deduction. It can also lower your capital gains if you have investments that have increased in value. Donating them to charities can help you avoid paying capital gain taxes. You can also use DAF if you want to make consistent charitable contributions. You can receive a tax deduction in the year you contributed, not when you donated to a charity.

  • How does personal article insurance work in Buckeye?

    In Buckeye, personal article insurance provides coverage for anything that is not permanently attached to your property. These include your personal mobility devices, wheelchairs, hearing aids, and medical and prosthetic devices. Pieces of jewelry, collectibles, musical instruments, cameras, computers, and sports equipment are also covered by this type of insurance. Personal article insurance covers the cost of repair and replacement for your damaged or stolen properties.

  • What can you buy with 529 contributions in Buckeye?

    Your 529 contributions in Buckeye can be used for trade schools, two- to four-year colleges, graduate programs, and international institutions. You can use your funds to buy or pay for your child's educational needs, including books and supplies, personal computers, software, and the Internet. You can also pay for their board fees and college rooms.

  • How can you build your legacy in Buckeye?

    You can build your legacy in Buckeye by creating your vision. You should have a concrete plan and to do this, you need to reflect and assess the things you value and care the most. You should consider your skills, passions, and careers. Talking to your family and friends can help you with your decision-making. Make sure that you live your legacy to create an impact on other people.

  • 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.