Expertise.com

Best Financial Advisors in Gilbert

2023

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Website
333 N. Dobson Road Suite #5, Chandler, AZ 85224
  • Wealth Management
  • Fiduciary
  • Retirement Planning
  • Investment Advice
  • Financial Planning

Why choose this provider?

J. Martin Wealth Management provides services to clients in Gilbert who wish to achieve their financial goals. It offers investment advice and income planning services, focusing on helping clients manage their wealth. It also handles retirement planning options for individuals wishing to protect their future lifestyle and financial needs. Tax planning solutions are also available. The company's founder, Jeff Martin, is a financial advisor and a chartered retirement planning counselor with over 15 years of experience in the industry.

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 (13)
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

Price: We offer no obligation and no charge for initial consultations

Website
Gilbert, AZ
  • Estate Planning
  • Retirement Planning
  • Investment Management
  • 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

Website
4702 East Southern Avenue, Mesa, AZ 85206
  • Certified Financial Planner (CFP)
  • Tax Planning

Why choose this provider?

Mesa-based Fleming Financial Services is a family-owned financial planning business that serves clients in and around the Gilbert community. It offers a complete range of retirement planning solutions. These include various facets of income planning, such as income and expense analysis, inflation planning, spousal planning, and longevity protection. It also provides investment planning, tax planning, healthcare planning, and legacy planning services. Fleming Financial Services is backed by more than 25 years of financial service industry experience. Company president Nancy Fleming is a Certified Financial Planner.

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 (4)

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.
4.3
Responsiveness
Friendliness
Helpfulness
Detail

Website
323 South Gilbert Road, Gilbert, AZ 85296
  • Estate Planning
  • Tax Planning

Why choose this provider?

Heritage Financial Strategies is an independent advisory firm serving clients throughout Gilbert. It helps clients secure their financial future by creating personalized plans, taking into account their income and savings, debts, liabilities, and goals. The company also partners with Cambridge Investment Research to provide services like processing investment transactions and marketing assistance. Heritage Financial Strategies was founded by Shanna Tingom, who brings 20 years of experience in financial services and is an Accredited Asset Management Specialist.

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
Yelp
4.5 / 5 (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.
3.3
Responsiveness
Friendliness
Helpfulness
Detail
––

Frequently Asked Questions

  • 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 does the Options for Income Creation Program work in Gilbert?

    Options for Income Creation Program in Gilbert allows individuals or businesses to sell or write their options on their stock position in exchange for a cash payment. If clients want to avoid capital gain issues, they can either buy additional shares in the market or sell their existing stocks. The OPTIC program helps them generate ongoing income revenue and participate in some of the upside appreciation if the price rises.

  • When is the right time to start income planning in Gilbert?

    Although there is no specific age required to start income planning in Gilbert, individuals are encouraged to plan their income as soon as possible. The earlier they start income planning, the more chances they have to achieve their financial goals because they have enough time to save and invest. Income planning prepares them for life's unexpected events like sickness, accidents, or unemployment.

  • Can you borrow from an Individual Retirement Account in Gilbert?

    You cannot borrow from an Individual Retirement Account in Gilbert. If you want to access your funds in an IRA, you may withdraw but without incurring a 10% additional federal tax in some instances, including qualified higher education expenses and permanent disability. You can also withdraw if you need money for the birth or adoption of a child that may cost up to $5,000.

  • How are Individual Retirement Accounts in Gilbert taxed?

    Individual Retirement Accounts in Gilbert are taxed depending on the situation. Funds in an IRA are not taxable while they are held or invested in an account. When taken out after the age of 59 and a half, distributions or withdrawals from traditional IRAs are classified as ordinary income and are taxed accordingly while a 10% additional federal tax is applied to withdrawals made prior to this age.

  • How do you fund a trust for your personal items in Gilbert?

    To fund a trust for your personal items in Gilbert, you should create a schedule or transfer document that states items like furniture, books, clothing, and jewelry are transferred to the trust. Funding a trust helps you make sure that your assets are governed by the terms and conditions you have set in a trust document, and it allows you to control your assets while you are alive and transfer them smoothly to beneficiaries in case of your passing.

  • 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.