Laurels

Best Financial Advisors in Peoria
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.

Peoria, 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: --

Clarus Wealth Advisors

Clarus Wealth Advisors

  • Retirement Planning
  • Insurance Products

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

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+

Dobrusin Financial

Dobrusin Financial

  • Certified Financial Planner (CFP)

Dobrusin Financial is a full-service financial services firm that caters to clients in Peoria. It is experienced in creating strategies for investment portfolios and retirement plans. It also provides financial planning solutions and guidance on estates, taxes, and risk management. Additionally, the firm offers tax planning and preparation, bookkeeping and accounting, and audits. Its president and founder, David J. Dobrusin, previously worked for American Express Financial Advisors and RBC Wealth Management. He is a Certified Financial Planner and a certified public accountant.

10240 West Bell Road
Sun City, AZ 85351

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+

Family Legacy Planning, LLC

Family Legacy Planning, LLC

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

Family Legacy Planning, LLC, is a financial advisory firm that serves individuals, families, and business owners in Peoria. Its team assists clients in a number of areas, including risk management, asset protection, charitable gifting, and tax reduction. The financial advisors from this company also help business owners plan for retaining key employees. Family Legacy Planning has been seen on multiple media outlets, such as USA Today and Chicago Tribune. It is under the leadership of Richard M. Groff II, a third-generation financial planner.

23131 North Lake Pleasant Parkway
Peoria, AZ 85383

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: --

First Financial Equity Corporation

First Financial Equity Corporation

  • Estate Planning
  • Retirement Planning

First Financial Equity Corporation is a full-service brokerage firm that serves the Peoria metro. It offers personalized services and comprehensive financial solutions backed by technology and over 30 years of industry experience. The firm guides clients about investment products such as mutual funds, bonds, and annuities. It also helps clients in retirement or estate planning and corporate retirement plans. CEO Jeffrey Graves had previously worked with Morgan Stanley and Banc of America Investment Services, Inc.

17505 North 79th 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:

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+

Orange Rock Wealth Management

Orange Rock Wealth Management

  • Certified Financial Planner (CFP)

Orange Rock Wealth Management is a financial advisory business that caters to clients in the Peoria metro and the surrounding communities. It offers a wide variety of services, including asset protection planning, investment management, retirement planning, Social Security optimization, and tax reduction. In addition, the firm provides business valuation, key person planning, and risk management. The business' financial advisor, Jim Graham, has been working in the industry since 1996. He holds the Certified Financial Planner designation.

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+

Prime Wealth Advisors

Prime Wealth Advisors

  • Retirement Planning

Prime Wealth is an independent financial management company that serves clients in Peoria and the surrounding communities. The firm focuses on serving the Baby Boomer generation, including retirees, those who plan to retire immediately, and those who will retire in the next five years. Its financial advisors help clients secure their personal assets through strategic tax planning, wealth management, estate planning, and long-term care investments. The team also handles funding for charitable organizations. The company has been serving individuals since 2002.

13843 West Meeker Boulevard
Sun City, AZ 85375

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:

4.8 / 5 ( Best)

Total Reviews:

25 (Best)

Score Consistency:

Variable (Good)

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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