Best Financial Advisors in Peoria

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SmartAdvisor by SmartAsset logo
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SmartAdvisor by SmartAsset

Peoria, AZ

Business Description

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.

Reputation:

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.
4.0
Yelp
4.0 / 5 (4)

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
4.0
Responsiveness
Friendliness
Helpfulness
Detail
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Price: Free consultation

Clarus Wealth Advisors logo
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Clarus Wealth Advisors

9125 West Thunderbird Road, Peoria, AZ 85381
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  • Retirement Planning
  • Insurance Products

Business Description

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.

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
5.0
Responsiveness
Friendliness
Helpfulness
Detail
Dobrusin Financial logo
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Dobrusin Financial

10240 West Bell Road, Sun City, AZ 85351
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  • Certified Financial Planner (CFP)

Business Description

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.

Reputation:

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.
5.0
Google
5.0 / 5 (1)

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
5.0
Responsiveness
Friendliness
Helpfulness
Detail
Family Legacy Planning, LLC logo
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Family Legacy Planning, LLC

23131 North Lake Pleasant Parkway, Peoria, AZ 85383
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  • Estate Planning
  • Certified Financial Planner (CFP)
  • Tax Planning

Business Description

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.

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
4.0
Responsiveness
Friendliness
Helpfulness
Detail
––
First Financial Equity Corporation logo
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First Financial Equity Corporation

17505 North 79th Avenue, Glendale, AZ 85308
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  • Estate Planning
  • Retirement Planning

Business Description

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.

Reputation:

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.
5.0
Google
5.0 / 5 (1)

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
5.0
Responsiveness
Friendliness
Helpfulness
Detail
Orange Rock Wealth Management logo
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Orange Rock Wealth Management

9125 West Thunderbird Road, Peoria, AZ 85381
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  • Certified Financial Planner (CFP)

Business Description

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.

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
5.0
Responsiveness
Friendliness
Helpfulness
Detail
Prime Wealth Advisors logo
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Prime Wealth Advisors

13843 West Meeker Boulevard, Sun City, AZ 85375
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  • Retirement Planning

Business Description

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.

Reputation:

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.
5.0
Google
5.0 / 5 (23)
Facebook
5.0 / 5 (5)

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
5.0
Responsiveness
Friendliness
Helpfulness
Detail
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Frequently Asked Questions

Should I hire a financial advisor before buying a house?

While not always necessary, a financial advisor could help you decide how large of a mortgage to apply for, how much money to put down, and how to balance the purchase with other savings and investment goals.

What experience should I look for in a financial advisor?

 If you have specific goals or a unique financial situation, look for a financial advisor with expertise in that area. For example, some financial advisors specialize in working with millennials or focus on socially responsible investing.

Can my financial planner help with taxes?

Financial advisors aren’t necessarily accountants or tax preparers, so don’t expect them to prepare your taxes for you. However, they may be able to provide tax-related advice to help you optimize your returns and deductions. If you need an advisor who can file your taxes, look for one who is also a CPA (Certified Public Accountant).

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