Best Financial Advisors in Chandler

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Intelligent Capitalworks logo
FEATURED
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License Verified:

License: 801-64460

Investment Adviser Public Disclosure Database, SEC

Intelligent Capitalworks

16427 N Scottsdale Rd, Suite 350, Scottsdale, AZ 85254
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Business Description

Intelligent Capitalworks delivers fiduciary services to help Chandler clients look after their financial well-being. Its wealth management professionals assist individuals and families with retirement planning, investment management, and estate planning. Guided by multi-disciplinary skillsets and over 40 years of combined experience, the team assesses clients' goals and needs, coaches them on building financial skills, and develops wealth optimization strategies. Firm President Vincent Rossi is a member of the Forbes Finance Council 2022.

License Verified:

License: 801-64460

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 (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
J. Martin Wealth Management logo
FEATURED
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License Verified:

License: 5139022

Investment Adviser Public Disclosure Database, SEC

J. Martin Wealth Management

333 N. Dobson Road Suite #5, Chandler, AZ 85224
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  • Investment Advisory
  • Retirement Planning
  • Investments
  • Women's Financial Planning
  • Fiduciary
  • Pre-Retirement Planning
  • Financial Planning
  • Investment and Financial Planning
  • Investment Management
  • Retirement and Estate Planning
  • Financial Planning for Henrys
  • Comprehensive Financial Planning
  • Investment Advisor
  • Custom Financial Planning
  • Investment Strategies
  • Wealth Management

Business Description

J. Martin Wealth Management helps individuals based in Chandler and the surrounding areas with financial planning. Jeff Martin, the company's founder, is a Chartered Retirement Planning Counselor who offers several services. These include retirement, income, and tax planning, as well as investment advice. He speaks on a variety of topics, such as social security, taxes in retirement, and general retirement planning. Martin partners with companies like Howard Capital Management, Inc., TD Ameritrade, and Wealth Watch Advisors.

License Verified:

License: 5139022

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 (11)
Facebook
5.0 / 5 (11)
Yelp
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
SmartAdvisor by SmartAsset logo
FEATURED
Free consultation

SmartAdvisor by SmartAsset

Chandler, AZ

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
––

Price: Free consultation

Dekker Financial Services logo
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Dekker Financial Services

2705 South Alma School Road, Chandler, AZ 85286
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  • Business Tax Preparation
  • Business Formation

Business Description

Founded in 2002, Dekker Financial Services caters to the Chandler metro and nearby areas. The firm offers different services to individuals and business owners, from standalone plans to comprehensive financial planning. In addition, its expertise includes financial advisory, tax and accounting, and divorce financial analysis. Dekker Financial Services also provides additional business solutions such as bookkeeping, payroll, and entity set-up consulting. Meredith Dekker, president and senior advisor, is a Chartered Financial Consultant and Certified Financial Analyst.

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
Innovative Financial Solutions logo
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Innovative Financial Solutions

2370 West Ray Road, Chandler, AZ 85224
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  • Certified Financial Planner (CFP)

Business Description

Innovative Financial Solutions is a wealth management firm that serves clients in Chandler. It provides financial planning services and guides clients through investment and tax strategies. Likewise, the company offers wealth management solutions. Its financial advisors mainly assist clients who are single, retired, or nearly retired. One of the firm's advisors, Betsy Horvath, has over 25 years of experience in the financial industry and is a former president of the non-profit organization Benevolent and Protective Order of the Elks.

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
––
Ironwood Wealth Management LLC logo
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Ironwood Wealth Management LLC

3100 West Ray Road, Chandler, AZ 85226
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  • Certified Financial Planner (CFP)
  • Chartered Financial Analyst (CFA)
  • Retirement and Estate Planning
  • Tax Planning

Business Description

Ironwood Wealth Management LLC provides financial planning services to individuals and business owners in Chandler and the surrounding communities. It offers a variety of financial solutions, including comprehensive planning, portfolio management, tax services and strategies, and accounting and payroll services. CEO and founding partner Cean Kenefick-Rogers has been in the industry for more than 20 years. He is a certified financial planner (CFP), chartered financial analyst (CFA), and an accredited investment fiduciary (AIF).

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
Keystone Wealth Partners logo
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Keystone Wealth Partners

2701 West Queen Creek Road, Chandler, AZ 85248
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  • Estate Planning
  • Certified Financial Planner (CFP)
  • Tax Planning

Business Description

Keystone Wealth Partners is a wealth management firm that serves the residents of Chandler and the surrounding areas. It helps clients manage their financial resources through services such as financial planning strategies, tax preparation and planning, and estate planning. Founder and managing director John T. Hagensen has authored two finance books, 'Unleash Your Investments' and 'The Retirement Flight Plan.' Keystone Wealth Partners has served more than 800 families. The firm has been featured on Forbes, Yahoo! Finance, and the Boston Herald.

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

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
Modernize Wealth logo
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Modernize Wealth

3075 West Ray Road, Chandler, AZ 85226
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  • Certified Financial Planner (CFP)
  • Retirement Planning

Business Description

Modernize Wealth is a financial advisory firm that provides Chandler families and businesses with wealth management solutions. The professionals at this firm aim to help clients establish generational wealth using financial guidance and investment planning strategies. They assist in planning for college, estate, and retirement. The team also covers investment and risk management. In addition, it works with businesses to create strategies to maximize income. Modernize Wealth has streamlined its process that includes portfolio review, financial planning, and risk audit.

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
Paul H. Brock Associates logo
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Paul H. Brock Associates

2231 East Pecos Road, Chandler, AZ 85225
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  • Retirement Planning

Business Description

Paul H. Brock Associates is a financial advisor serving clients in Chandler. It offers a wide range of services that include income tax reduction goal development, property and business insurance planning identification, and charitable giving. Its planning process incorporates and benefits from suitable professional advice on tax strategies and legal viewpoints. President Paul Brock boasts more than 30 years of experience in the financial services industry. He has won the Five Star Wealth Manager award from Crescendo Business Services, LLC.

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
Yelp
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
Sonmore Financial logo
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Sonmore Financial

1490 South Price Road, Chandler, AZ 85286
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  • Estate Planning
  • Certified Financial Planner (CFP)
  • Tax Planning

Business Description

Sonmore Financial is a firm operating in Chandler. It offers a wide range of services to individuals and business owners including tax planning, benefits elections, social security strategies, debt reduction, and college planning. Its team conducts initial consultations which are focused on investment management and determining clients' financial planning needs. The firm's owner, Matthew Benson, has been working in the financial services industry since 2011. He is a Certified Financial Planner who supports Junior Achievement, an organization aiming to provide financial literacy to young students.

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
Southwestern Retirement Planning Advisors logo
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Southwestern Retirement Planning Advisors

3800 South Alma School Road, Chandler, AZ 85248
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  • Certified Financial Planner (CFP)
  • Insurance Products

Business Description

Southwestern Retirement Planning Advisors is a financial planning and investment management firm that serves Chandler and the surrounding areas. It caters to a wide range of clients, including high-net-worth individuals and families, professionals and executives, seniors, and small business owners. Its financial planning services include cash flow, income tax, and retirement income planning. It also provides risk management, investment planning, and estate planning services. Its president, Kurt Rohrs, has been working in the financial advisory industry for more than 15 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.
5.0
Facebook
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.
4.0
Responsiveness
Friendliness
Helpfulness
Detail
––
Strategic Income Group logo
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Strategic Income Group

2330 West Ray Road, Chandler, AZ 85224
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  • Estate Planning
  • Certified Financial Planner (CFP)

Business Description

Strategic Income Group is a financial advisory firm with offices in Chandler and Peoria. The company was founded in 2013 by Michael Gauthier, a Certified Financial Planner with more than 20 years of experience in guiding wealth building. His firm serves clients seeking financial security, offering services such as investment management, estate planning, tax-related services, and insurance planning. Strategic Income Group has been featured in publications such as The Wall Street Journal, Forbes, and The College Investor.

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 (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
Teresa Bear logo
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Teresa Bear

233 East Southern Avenue, Tempe, AZ 85282
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  • Certified Financial Planner (CFP)
  • Retirement Planning
  • Tax Planning

Business Description

Teresa Bear is a financial advisor that serves Chandler and the surrounding area. She provides investment management strategies and financial planning services to retirees and people nearing retirement. The planning areas included in her services are retirement and pre-retirement planning, social security optimization, income planning, and wealth accumulation. Teresa Bear is a Certified Public Accountant who uses her 30 years' worth of tax knowledge with investment management to accommodate clients' needs. She was also featured by publications like The Wallstreet Journal and USA Today.

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

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
The M Group & Associates logo
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The M Group & Associates

4515 South McClintock Drive, Tempe, AZ 85282
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  • Certified Financial Planner (CFP)

Business Description

Founded in 2012, The M Group & Associates is a private wealth management firm that serves Chandler and the surrounding metro areas. It helps clients reach their financial goals through various financial solutions, including retirement planning, investment, education funding, and employee and executive benefit strategies. Matt Mamolen, the company's president, is a Certified Financial Planner and a designated Chartered Retirement Planning Counselor. In addition, Matt helps mentor new representatives entering the industry through a career development program with Arizona State University.

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 (77)
The Wealth Stewards logo
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The Wealth Stewards

2121 West Chandler Boulevard, Chandler, AZ 85224
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  • Estate Planning
  • Certified Financial Planner (CFP)
  • Retirement Planning

Business Description

The Wealth Stewards is a team of financial advisors who serve the Chandler area. They cater to families, retirees, business owners, and corporations, providing financial and investment planning services. Its branch manager, Jeffrey Breese, has been in the financial industry for over 23 years. He earned his accredited investment fiduciary certification in 2019. Breese has also completed his coursework in business exit and succession planning. Moreover, he is an active community servant, serving as the president of the Chandler Compadres.

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 (17)

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
––
Watermark Wealth Strategies LLC logo
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Watermark Wealth Strategies LLC

2151 East Pecos Road, Chandler, AZ 85225
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  • Certified Financial Planner (CFP)

Business Description

Watermark Wealth Strategies LLC is a private wealth management firm that serves the residents of Chandler and the surrounding areas. It assists clients with estate and retirement planning through the implementation, regular monitoring, and adjustment of long-term investments. More than ninety percent of the firm's clients are retirees seeking financial stability in old age. Founding partner Kyle Richardson has been working in the financial industry for more than 24 years. Watermark Wealth Strategies has been featured in Forbes Magazine.

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.
4.5

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
Wealth Guardian Group logo
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Wealth Guardian Group

1757 East Baseline Road, Gilbert, AZ 85233
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  • Tax Preparation
  • Tax Planning

Business Description

Wealth Guardian Group is an independent full-service financial planning and investment management firm that serves clients in Chandler. Founded by Jared R. Daniel, the firm helps clients in different areas of financial planning, including asset management and income and tax planning. It also covers annuities and various types of insurances, such as life, disability, long-term care, and medicare. In addition to being a financial planner, Jared was also conferred by the College for Financial Planning as a chartered retirement planning counselor.

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
4.0 / 5 (27)
Facebook
5.0 / 5 (22)

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
Wealthnest logo
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Wealthnest

5720 West Chandler Boulevard, Chandler, AZ 85226
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  • Estate Planning
  • Certified Financial Planner (CFP)
  • Retirement Planning
  • Tax Planning

Business Description

Wealthnest is a fiduciary financial advisory firm based in Chandler that helps clients become financially independent. As a local and independent firm, the team of wealth advisors provides objective financial advice tailored to meet clients' personal goals. It uses a proprietary wealth management strategy that addresses different financial categories such as estate planning, tax planning, retirement planning, insurance, and investments. Its principal and co-founder, Michael McGinley, has industry experience of over 20 years and has prepared more than 10,000 tax returns.

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
4.7 / 5 (34)
Facebook
4.7 / 5 (22)

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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Back to Providers

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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