Laurels

Best Financial Advisors in Glendale
2022

SmartAdvisor by SmartAsset

SmartAdvisor by SmartAssetFEATURED
Expertise.com

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.

Glendale, AZ

Website

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.

Responsiveness: A+

Friendliness: A+

Helpfulness: A+

Detail: --

American Wealth Advisers

American Wealth Advisers

  • Private Wealth Advisor
  • Retirement Planning
  • Insurance Products
  • Business Formation

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.

1616 North Litchfield Road
Goodyear, AZ 85395

Website

Website

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.

Online Profiles:

1 (Good)

Average Review Score:

5 / 5 ( Best)

Total Reviews:

2 (Good)

Score Consistency:

Consistent (Best)

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.

Responsiveness: A+

Friendliness: A+

Helpfulness: A+

Detail: A+

Arrowhead Wealth Partners

Arrowhead Wealth Partners

  • Estate Planning
  • Retirement Planning

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.

7111 West Bell Road, Suite 106
Glendale, AZ 85308

Website

Website

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.

Online Profiles:

1 (Good)

Average Review Score:

5 / 5 ( Best)

Total Reviews:

1 (Good)

Score Consistency:

Consistent (Best)

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.

Responsiveness: A+

Friendliness: A+

Helpfulness: A+

Detail: A+

Asset Preservation Tax & Retirement Services

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

Website
Clarus Wealth Advisors

Clarus Wealth Advisors

  • Certified Financial Planner (CFP)
  • Retirement Planning

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.

9125 West Thunderbird Road
Peoria, AZ 85381

Website

Website

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.

Responsiveness: A+

Friendliness: A+

Helpfulness: A+

Detail: A+

Coherent Financial Advisers

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

Website
Dynamic Wealth Management

Dynamic Wealth Management

  • Estate Planning
  • Certified Financial Planner (CFP)
  • Retirement Planning
  • Tax Planning

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.

14780 West Mountain View Boulevard
Surprise, AZ 85374

Website

Website

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.

Responsiveness: A+

Friendliness: A+

Helpfulness: A+

Detail: A+

Estate Planning Solutions

Estate Planning Solutions

  • Tax Planning

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

Website
Fleming Wealth Strategies, LLC

Fleming Wealth Strategies, LLC

  • Certified Financial Planner (CFP)

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.

19420 N. 59th Avenue Suite B247
Glendale, AZ 85308

Website

Website

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.

Online Profiles:

2 (Better)

Average Review Score:

5 / 5 ( Best)

Total Reviews:

9 (Good)

Score Consistency:

Consistent (Best)

Fullerton Financial Planning

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

Website
Hillspring Financial

Hillspring Financial

  • Certified Financial Planner (CFP)
  • Retirement Planning

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.

12213 West Bell Road
Surprise, AZ 85378

Website

Website

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.

Online Profiles:

1 (Good)

Average Review Score:

5 / 5 ( Best)

Total Reviews:

1 (Good)

Score Consistency:

Consistent (Best)

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.

Responsiveness: A+

Friendliness: A+

Helpfulness: A+

Detail: --

Integrity Financial Group South West, LLC

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

Website
Joseph Wollersheim

Joseph Wollersheim

  • Certified Financial Planner (CFP)

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.

1110 E Missouri Ave Ste 400
Phoenix, AZ 85014

Website

Website

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.

Online Profiles:

1 (Good)

Average Review Score:

5 / 5 ( Best)

Total Reviews:

3 (Good)

Score Consistency:

Consistent (Best)

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.

Responsiveness: A+

Friendliness: A+

Helpfulness: A+

Detail: A+

Murphy Capital Advisors

Murphy Capital Advisors

  • Certified Financial Planner (CFP)

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.

1616 North Litchfield Road
Goodyear, AZ 85395

Website

Website

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.

Online Profiles:

1 (Good)

Average Review Score:

5 / 5 ( Best)

Total Reviews:

1 (Good)

Score Consistency:

Consistent (Best)

PSP & Associates Inc.

PSP & Associates Inc.

  • Certified Financial Planner (CFP)

PSP & Associates, Inc., 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.

9220 West Union Hills Drive
Peoria, AZ 85382

Website

Website

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.

Responsiveness: A+

Friendliness: A+

Helpfulness: A+

Detail: A

Robert Harding Financial Group

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

Website
Rulon Financial

Rulon Financial

  • Tax Preparation

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.

18275 North 59th Avenue #152
Glendale, AZ 85308

Website

Website

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.

Online Profiles:

3 (Best)

Average Review Score:

4.6 / 5 ( Best)

Total Reviews:

8 (Good)

Score Consistency:

Consistent (Best)

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.

Responsiveness: A+

Friendliness: A+

Helpfulness: A+

Detail: A+

The Wealth Store

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

Website
Wealth Engineering

Wealth Engineering

  • Estate Planning

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.

7337 East Doubletree Ranch Road
Scottsdale, AZ 85258

Website

Website

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.

Online Profiles:

1 (Good)

Average Review Score:

5 / 5 ( Best)

Total Reviews:

5 (Good)

Score Consistency:

Consistent (Best)

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.

Responsiveness: A+

Friendliness: A+

Helpfulness: A+

Detail: A

WJ Wealth Management

WJ Wealth Management

  • Certified Financial Planner (CFP)

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.

18275 North 59th Avenue
Glendale, AZ 85308

Website

Website

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.

Online Profiles:

1 (Good)

Average Review Score:

5 / 5 ( Best)

Total Reviews:

2 (Good)

Score Consistency:

Consistent (Best)

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.

Responsiveness: A+

Friendliness: A+

Helpfulness: A+

Detail: A+

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