Laurels

Best Financial Advisors in Glendale
2021

Why These Financial Advisors?

Our goal is to connect people with the best local experts. 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.

Reviewed Curated Top Picks 68 46 13

Our Selection Criteria:

  • 1. Availability

    Consistently approachable and responsive, so customers never feel ignored.

  • 2. Qualifications

    Building customer confidence with licensing, accreditations, and awards.

  • 3. Reputation

    A history of delighted customers and outstanding service.

  • 4. Experience

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

  • 5. Professionalism

    Providing service with honesty, reliability, and respect.

American Wealth Advisers

American Wealth Advisors is a financial advisory firm that provides financial planning services to West Valley clients. Each client has constant access to their online investment account and portfolio reports. The firm also offers customized financial plans to meet long-term goals. Clients receive help with estate and legacy planning, along with additional wealth management services. The company helps clients create durable income streams. Company president Kyle Addington has more than two decades of experience advising small businesses and high net worth individuals.

Goodyear, AZ 85395

Website

Clarus Wealth Advisors

Clarus Wealth Advisors is a financial services firm based in Peoria. Founded in 2004, the firm now employs more than 14 professionals with a wide range of experience. The team is made up of registered investment advisors, wealth advisors, portfolio managers, and certified financial planners. Clients receive investment management services in which their assets are overseen by professional portfolio managers. The firm also provides a number of insurance options. There are financial planning services geared toward actionable retirement planning. For business owners, the business succession planning services give clients peace of mind. Investors are given charitable giving strategies. In addition, clients receive educational resources and advice regarding how to manage their individual finances.

Peoria, AZ 85381

Website

Coherent Financial Advisers

Coherent Financial Advisers is a comprehensive financial services firm that aims to address every aspect of a client's financial needs. The RIA firm was founded by a certified financial planner and a CFA charterholder. The company has three main specialities: financial planning services, investment management services, and employee benefits guidance. Individual clients in the Phoenix area have their needs and objectives analyzed. The company offers income and expense analysis, risk management, insurance coverage, investment analysis, tax strategies, and estate planning services. Clients with employee benefits packages will have their benefits reviewed and receive advice on how to optimize them.

Peoria, AZ 85382

Website

Dynamic Wealth Management

Dynamic Wealth Management is a financial advisory firm that provides investment guidance and financial strategies to retirees and pre-retirees. The company's chief investment officer, Adam Carlini, has more than two decades of experience in the financial services industry. Based in Sunrise, the firm provides a number of services to help retirees have the retirement they want. Clients receive portfolio management services that create income while mitigating risk. Pre-retirees also have access to retirement planning strategies. The firm's tax professionals help prepare tax returns and create efficient tax plans. Clients can also choose from a number of long term care strategies and receive assistance with their estate planning.

Surprise, AZ 85374

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Fullerton Financial Planning

Fullerton Financial Planning is a team of financial advisors that help families and individuals meet their retirement goals. The Peoria-based firm was founded by investment advisor representative Stephanie Fullerton and investment advisor representative Steve Fullerton. Stephanie has been recognized as one of the top 100 businesswomen in Arizona every single year since 2007, and Steve has multiple Arizona insurance licenses. The firm creates customized retirement strategies through a three-step process. Services include retirement income strategies, wealth management, asset protection, tax-efficient strategies, life insurance options, and IRA legacy planning.

Peoria, AZ 85381

Website

Integrity Financial Group South West, LLC

Integrity Financial Group South West, LLC is a financial advisory firm founded by Gary Christian. Gary has more than three decades of experience conducting seminars to educate clients about smart financial decisions. The firm has also partnered with CPA Ed Dailey to provide clients with in-depth tax planning strategies that reduce tax burdens over time. The Glendale company focuses on retirement and estate planning, asset protection strategies, income planning, and 401(k) rollovers.

Glendale, AZ 85308

Website

Murphy Capital Advisors, LLC

Murphy Capital Advisors, LLC is a financial planning and investment firm that offers independent recommendations to Goodyear-area clients. Company president Matt Murphy is a certified financial planner who has spent time refining and serving the CFP Board of Standards. The company focuses heavily on using investments to help clients achieve their long-term goals. Investment portfolios are customized with multiple investment vehicles like individual bonds, certificates of deposit, no-load mutual funds, and exchange-traded funds.

Goodyear, AZ 85395

Website

PSP & Associates, Inc.

PSP & Associates, Inc. provides retirement and wealth strategies to clients in the Peoria area. The firm is headed by Phillis Sax Pilvinis, a money manager with more than three decades of financial experience. Each client receives a comprehensive financial analysis that addresses their entire financial picture. The firm then creates an investment plan to help clients reach their retirement goals. In addition, clients receive income planning tools for how to generate income after retirement. The firm provides tax reduction strategies as well.

Peoria, AZ 85382

Website

The Robert Harding Financial Group

The Robert Harding Financial Group is a financial advisory firm that serves Glendale clients. The company uses a five-step approach to wealth management. After establishing client goals, clients are presented with an investment plan. The firm implements the plan and monitors it, followed by a 45-day follow-up meeting to monitor progress. From there, clients receive regular check-in meetings and adjustments. Registered principal Larry Mitchell has been a financial planner since 1983. Services include investment consulting, wealth enhancement, wealth protection, wealth transfer, and charitable giving strategies.

Glendale, AZ 85308

Website

The Wealth Store

The Wealth Store is an independent financial consulting firm that's served Surprise-area clients for more than a decade. Employers receive advice on their employee benefits and retirement plans. Individuals are given a customized investment portfolio based on their needs. In addition, the firm provides a range of insurance options to protect wealth. After a plan is created, the firm manages client assets on a long-term basis.

Surprise, AZ 85374

Website

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