Get Listed
Close
Get Listed
 
Laurels

Best Financial Advisors in Surprise
2022

We scored 36 Financial Advisors in Surprise, AZ and Picked the Top 7

Here are the Picks:

Axberg Wealth Management

Dobrusin Financial

Dynamic Wealth Management

Harry Calivas

Hillspring Financial

Landmark Financial, LLC

Larkin & Associates

Why These Financial Advisors?

Our goal is to connect people with the best local experts. We scored Surprise Financial Advisors on more than 25 variables across five categories, and analyzed the results to give you a hand-picked list of the best.

Reviewed Curated Top Picks 36 24 7

Our Selection Criteria:

  • 1. Availability

    Consistently approachable and responsive, so customers never feel ignored.

  • 2. Qualifications

    Building customer confidence with licensing, accreditations, and awards.

  • 3. Reputation

    A history of delighted customers and outstanding service.

  • 4. Experience

    Masters of their craft, based on years of practical experience and education.

  • 5. Professionalism

    Providing service with honesty, reliability, and respect.

Read more about our selection process

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.

Click to Call

13613 West Camino Del Sol
Sun City West, AZ 85375

Website

(623) 398-0128 Website

Reputation:A

More Info

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)

Professionalism: A+

More Info

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

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

Click to Call

10240 West Bell Road
Sun City, AZ 85351

Website

(623) 977-1773 Website

Reputation:A

More Info

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)

Professionalism: A+

More Info

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+

Price: percentage of asset

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.

Click to Call

14780 West Mountain View Boulevard
Surprise, AZ 85374

Website

(623) 466-6060 Website

Reputation:A

More Info

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 (Better)

Total Reviews:

12 (Better)

Score Consistency:

Variable (Good)

Professionalism: A+

More Info

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

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

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.

Click to Call

12515 West Bell Road
Surprise, AZ 85378

Website

(800) 634-3996 Website

Reputation:A

More Info

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)

Professionalism: A

More Info

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

  • 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.

Click to Call

12213 West Bell Road
Surprise, AZ 85378

Website

(800) 264-0893 Website

Reputation:A

More Info

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)

Professionalism: A

More Info

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

  • 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.

Click to Call

12455 West Bell Road
Surprise, AZ 85378

Website

(479) 484-5173 Website

Professionalism: A

More Info

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

  • 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.

Click to Call

14997 West Bell Road
Surprise, AZ 85374

Website

(800) 729-6155 Website

Professionalism: A+

More Info

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+

Price: Free initial consultation

Wrong city? Here are some nearby places:

Other top picks in your area

Search for Financial Advisors near you