Best Financial Advisors in Surprise

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Axberg Wealth Management logo

Axberg Wealth Management

13613 West Camino Del Sol, Sun City West, AZ 85375
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  • 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.

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Dobrusin Financial logo

Dobrusin Financial

10240 West Bell Road, Sun City, AZ 85351
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  • 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.

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Dynamic Wealth Management logo

Dynamic Wealth Management

14780 West Mountain View Boulevard, Surprise, AZ 85374
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  • 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.

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Harry Calivas logo

Harry Calivas

12515 West Bell Road, Surprise, AZ 85378
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  • 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.

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Hillspring Financial logo

Hillspring Financial

12213 West Bell Road, Surprise, AZ 85378
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  • 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.

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Landmark Financial, LLC logo

Landmark Financial, LLC

12455 West Bell Road, Surprise, AZ 85378
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  • 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.

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Larkin & Associates logo

Larkin & Associates

14997 West Bell Road, Surprise, AZ 85374
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  • 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.

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Frequently Asked Questions

Q: Should I hire a financial advisor before buying a house?

A: 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.

Q: What experience should I look for in a financial advisor?

A:  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.

Q: Can my financial planner help with taxes?

A: 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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