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Laurels

Best Financial Advisors in Glendale
2020

We scored 68 Financial Advisors in Glendale, AZ and Picked the Top 13

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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 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. 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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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

Asset Preservation Tax & Retirement Services

Asset Preservation Tax & Retirement Services is a wealth management and financial planning firm located in Surprise, Arizona. Clients have access to customized financial planning solutions that address retirement planning, estate planning, and other long-term financial concerns. In addition, the firm provides clients with a range of insurance options and annuities to mitigate risk. The company also employs tax professionals who can help clients with tax planning strategies and tax returns. Other professionals include insurance and legal experts. Asset Preservation has been serving the Arizona community since February of 1997. The firm currently manages more than $220 million in client assets and has counseled more than 9,000 Arizona households.

Surprise, AZ 85378

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.

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

Website

Estate Planning Solutions

Estate Planning Solutions serves businesses and families in the Glendale area. The firm has been serving the community since 1994, aiming to address each client's financial concerns on multiple levels. The advisors help clients determine whether they're taking all the actions they should be for the lifestyle they want. To this end, the firm offers multiple services to minimize taxes, reduce overall expenses, and encourage financial independence. Clients receive wealth management services and multiple insurance purchasing options. Portfolios can also be optimized to create retirement income. The advisors address estate plans and taxes. In addition, business owners have access to business optimization strategies.

Glendale, AZ 85310

Website

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.

Hillspring Financial

Hillspring Financial is a Surprise-based financial advisory firm run by company president Kent Forsey. Kent is a certified financial planner with over three decades of investment advisory experience. He has been president of the company since 2010. The company offers financial planning and investment management services with a focus on retirement planning. Each client's financial plan is meant to address important financial questions regarding issues like benefits, employee benefits optimization, smart investment choices, estate planning, and strategies to alleviate income taxes.

Surprise, AZ 85378

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.

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

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