Laurels

Best Financial Advisors in Surprise
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.

Surprise, 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: --

Axberg Wealth Management

Axberg Wealth Management

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

Axberg Wealth Management is a firm of financial advisors that serves individuals in and around Surprise. Its team determines its clients’ priorities and goals before drafting a comprehensive financial plan with assistance from the firm’s partner lawyers, accountants, and real estate professionals. It also monitors changes in the financial market and suggests plan modifications. Additionally, it follows a customized process, called The Foundation FORMula, which involves discovery, design, and deployment. The firm's owner, Paul D. Axberg, is a Certified Financial Planner.

13613 West Camino Del Sol
Sun City West, 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:

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+

Dobrusin Financial

Dobrusin Financial

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

Dobrusin Financial is a full-service financial services firm assisting families and individuals in Surprise. Its advisors create strategies for retirement plans and investment portfolios. They also provide financial planning solutions and guidance on estates, taxes, and risk management. Other services cover tax planning and preparation, bookkeeping and accounting, and audits. Its president and founder, David J. Dobrusin, is a Certified Financial Planner and a certified public accountant. He previously worked for American Express Financial Advisors and RBC Wealth Management.

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+

Dynamic Wealth Management

Dynamic Wealth Management

  • Certified Financial Planner (CFP)

Serving clients in Surprise and the neighboring areas, Dynamic Wealth Management specializes in active money management services. It offers a wide selection of financial planning services, including portfolio management, retirement planning, tax planning and preparation, estate planning, and long-term care strategies. The firm also assists clients in developing investment and financial strategies. Adam Carlini, chief investment officer and founder of the firm, has been in the financial services industry for more than three decades. He has managed over $100 million in assets.

14780 West Mountain View Boulevard
Surprise, AZ 85374

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:

4.3 / 5 ( Best)

Total Reviews:

12 (Better)

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+

Harry Calivas

Harry Calivas

  • Estate Planning
  • Certified Financial Planner (CFP)
  • Retirement Planning
  • Insurance Products

Harry Calivas is a Wells Fargo financial advisor that serves clients in Surprise. Harry and his associates have over 100 years of collective experience working in corporations, including financial management and supervision of multi-million dollar projects. His team assists clients in maximizing retirement plans to generate income. They also handle insurance coverage to protect assets and work toward long-term stability. Harry Calivas is a Certified Financial Planner and has an MBA in Finance and Marketing.

12515 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:

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: --

Hillspring Financial

Hillspring Financial

  • Certified Financial Planner (CFP)

Hillspring Financial is an investment advisory firm that serves clients in Surprise. Its financial planning services include cash flow analysis and budgeting, income tax planning, insurance planning, and risk management. It helps its clients have a clear understanding of their goals and creates a timeline and recommendations to meet them. The firm also offers investment management solutions and retirement planning services. Its president, Kent G. Forsey, is a Certified Financial Planner who has been an investment advisor for more than 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:

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: --

Landmark Financial, LLC

Landmark Financial, LLC

  • Estate Planning
  • Retirement Planning

Landmark Financial, LLC, is a locally owned and operated wealth management firm operating in Surprise. Established in 2002, the firm offers a wide range of financial solutions, such as investment planning, retirement, tax planning, and income protection. It also helps clients plan for their businesses, estates, and education. Dale Brunk, one of the firm's financial advisors, is an Accredited Investment Fiduciary and a Certified Employee Benefit Specialist. In 2013, Brunk was named one of the 40 Under Forty awardees by the Northwest Arkansas Business Journal.

12455 West Bell Road
Surprise, AZ 85378

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: --

Larkin & Associates

Larkin & Associates

  • Estate Planning
  • Certified Financial Planner (CFP)

Larkin & Associates is a financial advisory business led by Michael Larkin that serves the Surprise metro. It provides investment advisory, financial planning and consulting, and securities trading services through Cetera Investment Management. It also assists clients in asset analysis, estate distribution, IRA/pension rollover, and income and estate tax planning. A Certified Financial Planner, Larkin has been in the financial advisory profession since 2001 and has been operating Larkin Tax Services since 2002.

14997 West Bell Road
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+

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