Expertise.com

2024

Last updated:

Best Financial Advisors in Glendale

Our Recommended Top 15

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

70Reviewed

48Curated

15Top Picks

Learn about our selection process.

Providers

featured provider = Featured Provider
SmartAdvisor by SmartAsset logoFEATUREDExpertise.com

SmartAdvisor by SmartAsset

Glendale, 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

Glendale, AZ

Why choose this provider?

Need help contacting a Financial Advisor in Glendale? 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
19420 N. 59th Avenue Suite B247, Glendale, AZ 85308
  • Certified Financial Planner (CFP)

Why choose this provider?

Fleming Wealth Strategies, LLC, is a fiduciary firm serving clients in Glendale. It provides financial planning solutions on matters like estates, retirement, and investments. It also assists in tax planning by calculating gains and losses. Timothy F. Fleming, its owner, is a Certified Financial Planner who has been in the sector since 1997. He works with customers to develop strategies that meet their financial needs and goals. He also provides consultations with individuals who want to protect their assets and preserve their wealth.

License Verified:

License: 167873

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 (2)

Website
9125 West Thunderbird Road, Peoria, AZ 85381
  • Certified Financial Planner (CFP)
  • Retirement Planning

Why choose this provider?

Clarus Wealth Advisors is an investment management firm serving individuals and businesses in Glendale. It offers retirement planning solutions and assistance with Socia Security, traditional and Roth IRAs, and estate protection. The firm's portfolio management and financial services include insurance, financial, and business succession planning. One of its portfolio managers, Michael A. Sherman, has been in the industry for more than 34 years. He is a Certified Investment Management Analyst and a Certified Financial Planner.

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
14780 West Mountain View Boulevard, Surprise, AZ 85374
  • Estate Planning
  • Certified Financial Planner (CFP)
  • Retirement Planning
  • Tax Planning

Why choose this provider?

Dynamic Wealth Management is a full-service financial advisory that serves the Glendale metro. It provides planning and investment counsel to retirees or clients nearing retirement. In addition to retirement planning, the team offers estate planning, tax planning, and long-term care strategies. The firm uses blended investment strategies and provides assessment in various areas like liquidity and cash flow and investment portfolio. Adam Carlini, the founder and chief investment officer, has over 30 years of industry experience and has managed more than $100 million in assets.

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.
4.7
Google
4.7 / 5 (13)

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
18301 North 79th Avenue, Glendale, AZ 85308
  • Estate Planning
  • Certified Financial Planner (CFP)

Why choose this provider?

The Robert Harding Financial Group opens its investment planning and advisory services to Glendale clients. Its five-step wealth management approach covers understanding a client's financial goals and profile, committing to a consultation relationship, following up, and regular monitoring. It assists in portfolio construction by building on factors such as risk preference, economic outlook, and market expectations. A financial planner for nearly 40 years, registered principal Larry Mitchell founded the business in 1994 and operates it with his son, Jeremy Mitchell, the firm's wealth manager.

Website
9220 W Union Hills Drive, Suite 101, Peoria, AZ 85382
  • Certified Financial Planner (CFP)

Why choose this provider?

Strategic Wealth Designers provides retirement and wealth strategies to clients in Glendale and the Peoria area. Clients receive a financial analysis that addresses their entire financial picture. The firm then creates an investment plan to help clients reach their retirement goals. President and founder Phillis Sax Pilvinis is a money manager with over three decades of financial experience. Pilvinis is a chartered member of Ed Slott’s Master Elite IRA Advisor Group and was featured in Senior Market Advisor. She is 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.
2.5
Yelp
2.5 / 5 (6)

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
7337 East Doubletree Ranch Road, Scottsdale, AZ 85258
  • Estate Planning

Why choose this provider?

Wealth Engineering is an investment advisor with an office in the Glendale area. The firm offers financial assistance to clients facing life transitions or planning for their retirement and carries a comprehensive wealth management approach. Its professionals help design investment portfolios that consider clients' emotional risk tolerance and tax situations. David J. Fernandez, the company founder, carries over 20 years of experience in the investment advisory and financial planning industry. He worked with The Vanguard Group prior to establishing Wealth Engineering in 2003.

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)

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.
4.5
Responsiveness
Friendliness
Helpfulness
Detail

Website
1616 North Litchfield Road, Goodyear, AZ 85395
  • Certified Financial Planner (CFP)

Why choose this provider?

Murphy Capital Advisor is a financial planning and investment firm that offers financial advice to clients throughout the Greater Glendale metro area. Its professionals evaluate the current financial situation of clients, determine their goals, work with their attorneys and accountants to design financial planning recommendations, and monitor the clients' progress upon implementation of the recommendations. Matthew Murphy, the president and CEO of the company, is a Certified Financial Planner and is frequently quoted in financial publications.

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

Website
7111 West Bell Road, Suite 106, Glendale, AZ 85308
  • Estate Planning
  • Retirement Planning

Why choose this provider?

Arrowhead Wealth Partners is a team of financial advisors catering to the needs of the Glendale metro. The team assists individuals in developing sound retirement strategies through services such as retirement planning, risk management and insurance selection, and investment administration. It also helps in money management, creates roadmaps in investment performance, guides in estate conservation, and educates clients on 401(k) and 403(b) plans. One of the advisors, Lucas Christensen, is a CFP and holds an MBA.

License Verified:

License: 6280868

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

Website
12213 West Bell Road, Surprise, AZ 85378
  • Certified Financial Planner (CFP)
  • Retirement Planning

Why choose this provider?

Hillspring Financial is an independent investment advisory firm serving the Glendale metro. Its financial planning services include cash flow analysis and budgeting, insurance and income tax planning, and risk management. It assists clients in identifying their goals and making a plan and a timeline for meeting those goals. Additionally, the firm has strategic alliances with key professionals who can help clients handle their estate and tax planning. Its president, Kent G. Forsey, has been an investment advisor for over 30 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
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.
3.8
Responsiveness
Friendliness
Helpfulness
Detail
––

Website
18275 North 59th Avenue, Glendale, AZ 85308
  • Certified Financial Planner (CFP)

Why choose this provider?

WJ Wealth Management is an independent financial management company that offers its services to clients in and around Glendale. Its financial advisors provide comprehensive investment services such as retirement planning, investment planning, estate planning, insurance planning, and tax planning to individual and corporate clients. Additionally, WJ Wealth Management offers a wide variety of investment portfolio models such as Guidance Economic Evolution, Guidance Capital Preservation, Guidance Socially Aware Growth, Guidance Short Term Bond Weight, and Guidance Growth.

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

Website
1616 North Litchfield Road, Goodyear, AZ 85395
  • Private Wealth Advisor
  • Retirement Planning
  • Insurance Products
  • Business Formation

Why choose this provider?

American Wealth Advisors is a financial advisory firm that provides financial planning services to clients in Glendale and the West Valley area. It provides clients with constant access to their online investment accounts and portfolio reports. In addition to wealth management services, clients receive help with estate and legacy planning. The company also assists clients in creating durable income streams. Company president Kyle Addington has more than two decades of experience advising small businesses and high-net-worth individuals.

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

Website
1110 E Missouri Ave Ste 400, Phoenix, AZ 85014
  • Certified Financial Planner (CFP)

Why choose this provider?

Joseph Wollersheim is a financial consultant at Thrivent, a century-old financial advising firm. He guides individuals in Glendale and the surrounding communities in creating a personalized financial plan that fits their lifestyles. Other financial solutions he offers include retirement savings accounts, life and health insurance, mutual funds, annuities, charitable giving solutions, and investment strategies. Wollersheim holds various professional designations, including CFP, ChFC, and FIC. He is involved in local organizations like Young Life and Thrivent Builds with Habitat for Humanity.

License Verified:

License: 5916426

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

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
18275 North 59th Avenue #152, Glendale, AZ 85308
  • Tax Preparation

Why choose this provider?

Rulon Financial is an independent firm operating in Glendale. It assists individuals and businesses in growing and maintaining their financial wealth by planning and organizing its distribution. Its team of financial advisors assists clients in navigating their retirement plans, which include 401(k)s, 403(b)s, IRAs, and rollovers. The planning process also involves monitoring and adjusting the implemented strategies. The firm's owner, P. Scott Rulon, is a CPA who started his career in the industry as a 401(k) and tax accountant for a retail company.

License Verified:

License: 3101854

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.
4.7
Google
5.0 / 5 (6)
Yelp
3.5 / 5 (2)
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.
5.0
Responsiveness
Friendliness
Helpfulness
Detail

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.

  • How can military service members in Glendale create a budget?

    Military service members in Glendale can create a budget by listing their monthly expenses. They should list both small and large expenses and make sure to include military service-related expenses, including moving or deployment costs. They should also calculate their sources of income, such as basing housing allowances, salaries, bonuses, and side hustles or part-time work if there are any.

  • What are the potential benefits of investing in non-traded REIT in Glendale?

    REITs allow individual investors to earn from real estate investments, without financing, buying, and or managing any properties. Potential benefits of investing in non-traded REITs include capital appreciation and tax advantages and consistent income stream and stability of principal. Non-traded REITs can also provide diversification benefits to bond portfolios and traditional stocks.

  • Why should you consider sustainable investing in Glendale?

    Sustainable investing is a financial strategy that integrates social and governance and environmental criteria. You might want to consider sustainable investing in Glendale to allow you to grow your number of options in pursuing goals and building portfolios. Sustainable investing can help you mitigate regulatory and governance risks due to ignoring social and environmental impacts. It can also align your investing with religious and personal views and enable you to be more conscious of your investing approach to prevent a negative impact on society.

  • If you want to have a big wedding in Glendale, what can you do to save a large amount of money?

    Planning for a big wedding can be overwhelming knowing that you need to exert more effort in saving. Not planning your savings can put your life on hold. To save a large amount of money in Glendale, you can automate your savings. You can set up an automatic fund transfer from your checking account to your savings account every month. You can also invest your money and consider micro-savings.

  • Can you acquire an IRA even if you already have a 401(k) plan in Glendale?

    Yes. You can acquire an IRA even if you already have a 401(k) plan in Glendale. When you contribute to both IRA and 401(k) plans, you can obtain immense benefits. Acquiring an IRA allows you to choose the investment firm you want to work with unlike in the 401(k) plan which is chosen by your employer.

  • 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.