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 70 48 15

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.

Read more about our selection process

Coherent Financial Advisers

  • Certified Financial Planner (CFP)

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

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

Robert Harding Financial Group

  • Estate Planning
  • Certified Financial Planner (CFP)

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.

18301 North 79th Avenue
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

Wrong city? Here are some nearby places: