Laurels

Best Financial Advisors in Tempe
2021

Why These Financial Advisors?

Our goal is to connect people with the best local experts. We scored Tempe 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 52 36 12

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

Magnificent Life Financial Planning

  • Private Wealth Advisor
  • Certified Financial Planner (CFP)

Magnificent Life Financial Planning is a local business consisting of financial advisors serving clients in Tempe. The company specializes in financial planning and financial transition planning, assisting people in creating financial life plans aligned with their life goals. By setting up a complimentary introduction meeting, the company's financial advisors allow clients to discuss their thoughts and receive advice and solutions. Magnificent Life Financial Planning can be contacted via phone, email, or through its website.

2131 East Broadway Road
Tempe, AZ 85282

Website

Maxima Wealth Management

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

Maxima Wealth Management is an independent financial advisory firm that caters to business owners, lifestyle investors, and non-traditional families in Tempe and nearby areas. Its services include education, estate, financial, and retirement planning. It also offers investment management services, such as asset allocation, diversification, risk and portfolio design, and tax management. Michelle Lee Wagner, the company founder, is a Certified Financial Planner who holds a master's degree in Business Administration. She has over 20 years of experience in the financial services industry.

60 East Rio Salado Parkway
Tempe, AZ 85281

Website

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