Best Financial Advisors in Buckeye

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LifeManaged logo
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License Verified:

License: 151367

Investment Adviser Public Disclosure Database, SEC

LifeManaged

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

Business Description

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.
4.0
Facebook
5.0 / 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.
5.0
Responsiveness
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LifeManaged

Murphy Capital Advisors logo
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License Verified:

License: 133616

Investment Adviser Public Disclosure Database, SEC

Murphy Capital Advisors

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

Business Description

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
Google
5.0 / 5 (1)
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Murphy Capital Advisors

Wilde Wealth Management Group logo
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License Verified:

License: 4238789

Investment Adviser Public Disclosure Database, SEC

Wilde Wealth Management Group

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

Business Description

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
Visit Website

Wilde Wealth Management 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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