Laurels

Best Financial Advisors in Gilbert
2020

We scored 57 Financial Advisors in Gilbert, AZ and Picked the Top 8

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Here are the Picks:

Why These Financial Advisors?

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

Reviewed Curated Top Picks 57 37 8

Our Selection Criteria:

  • 1. Reputation

    A history of delighted customers and outstanding service.

  • 2. Credibility

    Building customer confidence with licensing, accreditations, and awards.

  • 3. Experience

    Masters of their craft, based on years of practical experience and education.

  • 4. Availability

    Consistently approachable and responsive, so customers never feel ignored.

  • 5. Professionalism

    Providing service with honesty, reliability, and respect.

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We've helped tens of thousands of people find top local financial advisors.

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Cook Financial Group

Cook Financial Group has a focus on longevity. The firm helps clients reach short-term and long-term financial goals through a disciplined approach. Each client is given a customized plan that addresses their current financial concerns and lays a foundation for growth. The firm also helps clients protect their legacy and manage their wealth. Their wealth management strategies involve using investments to grow assets while minimizing risk. Cook Financial Group uses its network of resources to give clients multiple insurance options. Other areas of concentration include managing company 401k programs for business owners, creating college tuition solutions to benefit future generations, and analyzing market summary information for companies. The Gilbert-based firm was founded by Tyson Cook, a financial advisor who actively participates in multiple financial services associations. Tyson is part of the Million Dollar Round Table organization.

Gilbert, AZ 85234

Website

Empire Wealth Management, LLC

Empire Wealth Management, LLC is a financial advisory company that serves successful individuals in the Gilbert area. The firm's practice is specifically tailored to a few types of clientele. Typical clients include dentists and physicians, professional athletes, families who need asset preservation help, and women in transition. For physicians, the financial planning services focus on paying off student loan debt and accruing wealth in a shortened period of time. With professional athletes, the company's solutions take into account the short period of high income combined with a career transition after the athletic career ends. Women face unique challenges regarding finances. They tend to outlive their husbands and be disproportionately affected by divorces. The firm's women-in-transition services help women transition to one income, handle the transfer of assets from an ex-spouse's plan, build long-term wealth, and plan for retirement with only one income.

Fleming Financial Services

Fleming Financial Services is a licensed investment advisor with more than two-and-a-half decades of industry experience. The Gilbert-based firm specializes in retirement planning solutions. When putting together a retirement plan, the firm focuses on every aspect of a client's current finances and future goals. Each client's plan involves a 5-Step Road Map. The map offers tax reduction strategies, tests the client's current investment portfolio for potential risks, provides easily-implemented asset protection strategies and gives customized investment recommendations. Every client receives a unique written plan.

Gilbert, AZ 85234

Website

Heritage Financial Strategies

Heritage Financial Strategies is a retirement planning and financial goal-setting firm that serves the Gilbert and Scottsdale communities. The company is run by Shanna Tingom, a financial planner with over two decades of industry experience. Shanna became a Smartvestor Pro in 2017, affiliating with author Dave Ramsey. Since she opened the firm, Shanna has contributed regularly to Investopedia and had multiple guest radio appearances. The firm's financial planning services involve collaborating with clients to create goals-based strategies. Clients can receive a financial plan without investment management services. However, as a fiduciary, the firm can manage investment portfolios for clients who need that. In addition to the financial planning and management services, the firm provides resources and information about workshops for people going through a divorce. Shanna runs educational workshops and seminars for the community as well.

Nielsen Wealth Management Group

Nielsen Wealth Management Group is a Gilbert-based financial planning firm. Company founder Steven Nielsen is a wealth manager who started in the investment industry in 1995. He has also been planning estates since 1999. The firm concentrates on long-term planning for clients, including estate and retirement planning. Clients also receive consultations regarding their taxes. Not only does the firm help prepare tax returns, but they create strategies to alleviate client tax burdens over time. The firm's advisors also believe that education helps people achieve financial independence. To that end, they offer many free educational seminars about estate planning, social security, retirement, and basic financial management.

Gilbert, AZ 85233

Website

Rise Financial Group

Rise Financial Group is a Registered Investment Advisory firm in Gilbert, Arizona, that focuses on helping clients meet their financial needs. Products and services include retirement income strategies, annuities, and life insurance. Company founder Daniel Anderson uses his experience as an Investment Advisor Representative to provide independent advice to clients. The company offers a proprietary retirement planning process, Retire With Purpose, to help clients simplify their financial plans. Rise Financial Group serves clients with any amount of assets from all walks of life.

3303 East Baseline Rd #107
Gilbert, AZ 85234

Website

Seville Financial P.C.

Seville Financial P.C. is a Gilbert-based financial advisory firm that provides objective advice to help clients achieve their goals. Seville Financial was founded by Rolly White, a financial adviser with over a decade of experience in the financial services industry. In 2014, Rolly became a Registered Representative of J.W. Cole Financial, Inc. He also has Series 7, 6, 66, and 63 securities registrations. The firm offers investment advice to help clients grow their assets over time. Overall, the goal is to simplify the investment process and help clients choose ideal products. Each client is given an individual assessment of their needs. From there, the firm compiles a list of recommendations from a wide suite of services and products. Seville Financial currently offers IRAs, SEPs, individual investment accounts, benefit plans, multiple insurance options, annuities, social security strategies, business development companies, and 401(k) plan rollovers.

Gilbert, AZ 85298

Website

Strategic Financial Group

Strategic Financial Group is a Gilbert-based investment advisory firm that offers guidance about buying insurance and investing money. Company CEO James Rosebrough has participated in the insurance industry since 2001. He also became a financial adviser in 2002. His experience spans multiple companies and banks; he has managed multiple bank branches with over $40 million in total assets. Investment services include money market funds, certificates of deposit, mutual funds, annuities, bonds, stocks, retirement accounts, and managed accounts. The firm also offers clients multiple insurance options like life insurance, disability income insurance, liability protection, healthcare, business protection, renters insurance, and long-term care solutions.

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Here's what you'll get:

  • In-person meeting with pre-screened advisor
  • Review of current investments
  • Expert financial insight
  • Confidential service

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