Expertise.com

2024

Last updated:

Best Financial Advisors in Tucson

Our Recommended Top 20

We did the research for you!

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

144Reviewed

94Curated

20Top Picks

Learn about our selection process.

Providers

featured provider = Featured Provider
SmartAdvisor by SmartAsset logo

SmartAdvisor by SmartAssetExpertise.com

Tucson, AZ
Free Consultation

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Why choose this provider?

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.

  • Estate Planning
  • Retirement Planning
  • Investment Management
  • Financial Planning

Tucson, AZ

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Why choose this provider?

Need help contacting a Financial Advisor in Tucson? Call our Concierge team at 848-Book-Pro (848-266-5776 from 6 am - 4 pm PT | Mon - Fri). They are standing by to help you get the service you need.

1715 East Skyline Drive Suite 101, Tucson, AZ 85718
WebsiteLicense: 294893

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Why choose this provider?

Premiere Retirement Planning & Wealth Management is a financial advising company that works with the people of Tucson. The company's financial management plans are built around the five pillars of retirement income, investment techniques, tax preparation, long-term care, and estate and legacy planning. This strategy is employed by its advisers to assist clients in securing, building, and preserving their retirement and financial freedom. The company's founder, Jeff Vogan, is a certified estate planner, a registered financial consultant, and a certified financial fiduciary.

  • Retirement Planning
  • Private Wealth Advisor

333 North Wilmot Road, Tucson, AZ 85711

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Review Sources

Google
5.0 (4)

Why choose this provider?

Silverman Associates is an independent financial advisor firm based in the Tucson metro. Founder and managing member Mark Silverman has over 25 years experience in financial planning, and he advises clients on the best ways to build and protect assets for immediate financial goals and retirement. The business is not restricted to specific companies or investment products, and its main objective is to help clients move towards retirement with financial confidence.

Tucson, AZ 85716

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Yelp
5.0 (22)
Facebook
5.0 (2)

Why choose this provider?

AIO Financial is a professional financial advisory business in Tucson Arizona that provides a wealth of top-notch financial services at reasonable rates. The business specializes in investment management and review, retirement planning, tax planning, debt reduction, and estate planning to name only some. Clients have consistently praised the business for their transparency and their commitment to ensuring total customer satisfaction through their work.

4011 East Sunrise Drive, Tucson, AZ 85718

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Review Sources

Google
5.0 (3)

Why choose this provider?

TCI Wealth Advisors is a financial advisory firm that serves clients in Tucson. The firm assists clients in creating or building wealth by connecting them with financial advisors who strive to understand their lifestyles and determine their financial goals. Its planning and advisory services include retirement planning, financial education, and investment strategy. One of its advisors, Vanessa Lee, is a Certified Financial Planner and a certified public accountant. Lee served as a board member of the Greater Phoenix Financial Planning Association.

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

4757 E Camp Lowell Dr., Tucson, AZ 85745

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Review Sources

Yelp
5.0 (22)

Why choose this provider?

Lof Financial Life Planning is a professional financial advisory business in Tucson Arizona that provides a wealth of reliable financial services at reasonable prices. The talented advisors are committed to strengthening the financial health of their clients by providing sound, customized investment strategies. Clients have consistently lauded the business for their reliable advisors as well as their results-driven approach to investing.

6700 North Oracle Road, Tucson, AZ 85704

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Facebook
5.0 (3)

Why choose this provider?

Impact Financial Planners is a fiduciary financial advisory firm serving Tucson clients. The firm evaluates the client’s portfolio, including estate and retirement plans, in creating a plan befitting their goals. It also deals with tax planning and projections to minimize the client’s tax liability. Moreover, the firm offers insurance analysis, including discussing the client’s insurance options and current coverage. Its Certified Financial Planner, Bill Holiday, is also the volunteer director for ProMex group, an organization that supports underprivileged Mexican communities.

  • Estate Planning
  • Retirement Planning
  • Tax Planning

3146 North Swan Road, Tucson, AZ 85712

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Review Sources

Google
5.0 (5)
Yelp
4.0 (5)

Why choose this provider?

Underhill Financial Advisors, LLC offers financial planning services for its clients based in Tucson. With more than two decades of combined experience, the independent investment advisory firm provides planning solutions for retirement, estate, tax strategies, investment, and insurance. It serves individuals and families in transition, small business owners, corporate executives, and managers. It designs a customized financial plan that will address its client's current situation and collaborates with the latter's legal and tax advisors if necessary.

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

3573 East Sunrise Drive, Tucson, AZ 85718

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Review Sources

Yelp
5.0 (22)

Why choose this provider?

Treiberg Wealth Management provides investment advice and financial planning services to clients in Tucson. The firm employs strategies and principles in building the client’s investment portfolio. Likewise, it includes the client’s financial goals and risk tolerance. The firm strategizes for effective estate management. Retirement services are also available. In addition, the firm strategizes and manages the client's tax bill. Treiberg Wealth Management is often featured on FOX 11. The firm’s advisors, Michael Treiberg and Eric Mattingly, are both Certified Financial Planners.

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

2200 East River Road, Tucson, AZ 85718

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Yelp
5.0 (22)

Why choose this provider?

Gordian Advisors is a financial planning company in Tucson. The company acts as a fiduciary and guides clients in making decisions and helps them understand the implications of every financial decision. With its advisors, the firm offers services such as college finances management, retirement planning, investment management, estate planning, and insurance analysis. Gordian Advisors was founded in 2002 by David Hamra, who taught as an adjunct professor in the University of Arizona's Personal and Family Financial Planning program. Hamra is a Certified Financial Planner.

  • Estate Planning

5920 East Pima Street, Tucson, AZ 85712

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Review Sources

Facebook
4.3 (12)

Why choose this provider?

Bruce Ellwein is a financial advisor that has providing services to clients in the Tucson area since 2004. He helps families and individuals secure their future finances and savings by offering asset management services. He assists in developing income, retirement, and educational fund strategies. Additionally, Ellwein handles banking, investment, and insurance services. He currently works at First Command financial planning company and has served as a lieutenant colonel in the U.S. air force for more than 20 years.

  • Certified Financial Planner (CFP)

4640 East Sunrise Drive, Tucson, AZ 85718

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Review Sources

Google
5.0 (6)
Facebook
5.0 (6)

Why choose this provider?

Fortress Financial Solutions is an investment management firm that serves clients in Tucson. It provides a wide range of financial services, including cash flow planning, asset and liability management, impact investing, and risk management. Additional services provided by the firm include asset protection, Social Security benefit planning, and career change management. Founder and managing member Adam Amante has been providing financial planning and investment management services for 20 years. He is a third-generation investor who lives and works in the metro area.

  • Tax Planning

6340 North Campbell Avenue Suite 200, Tucson, AZ 85718

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Why choose this provider?

Since 2003, Professional Wealth Strategies has been offering financial advice to individuals and families in and around Tucson. The boutique advisory firm develops comprehensive and personalized financial plans to help clients achieve their long-term financial goals. Some of the company's services include financial and investment advice, charitable gifting, insurance planning, educational funding, and estate planning. Its CEO, John R. Peters, is a former president of the National Association of Insurance and Financial Advisors in Tucson. He is also a Chartered Life Underwriter.

  • Estate Planning
  • Certified Financial Planner (CFP)

1820 East River Road, Tucson, AZ 85718

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Review Sources

Google
5.0 (1)

Why choose this provider?

Goldman Sachs offers financial plans for clients in the Tucson area. It provides individuals with wealth management and preservation, investment management, retirement services, and specialized financial services. After identifying its client's financial priorities and risk preferences, the firm designs a portfolio to diversify the asset allocations and maximize the returns. It also prepares retirees with income planning and guides households through its budgeting, tax, accounting, and legal services. Goldman Sachs head of personal financial management Joe Duran has written The Money Code, which was listed on The New York Times and USA Today’s bestseller lists.

  • Certified Financial Planner (CFP)

1926 East Fort Lowell Road, Tucson, AZ 85719

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Review Sources

Facebook
5.0 (4)
Google
5.0 (3)

Why choose this provider?

Ironwood Financial LLC is an advisory firm serving the Tucson metro. It assists clients in achieving their long-term goals through financial planning, portfolio management, and retirement planning. The company has been providing wealth management services regardless of market conditions for more than 20 years. Outside of work, it supports several community organizations, such as the Boys & Girls Clubs of Tucson. Ironwood Financial partner Alex Parrs has over 15 years of experience as a wealth manager, specializing in 401(k), small company pension plans, and portfolio management.

  • Certified Financial Planner (CFP)

5215 North Sabino Canyon Road, Tucson, AZ 85750

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Why choose this provider?

Savvy Outcomes is a financial services company located in Tucson. It provides financial plans that cover various areas, from estates, cash, risks, and financial goals to retirement plans. Furthermore, the advisory firm offers investment recommendations that consider clients' financial risks, assets, and real estate exposure. Savvy Outcomes is led by Carol Friedhoff who also provides financial advice for residents in Ohio. She has been serving in the industry for over 15 years and maintains memberships in NAPFA and the National Speakers Association.

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

4100 North 1st Avenue, Tucson, AZ 85719

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Review Sources

Google
5.0 (1)

Why choose this provider?

Established in 1986, Raskob Kambourian Financial Advisors, LTD offers services to clients in Tucson. With more than 175 years of combined financial and trust services experience, this firm focuses on different aspects of financial life planning, including cash flow analysis, retirement planning and projections, longevity planning, bequest and assets transfers, and net worth optimization. The business also helps clients in other matters, such as tax preparation, trust services and estate planning, investment management, and wealth management.

  • Estate Planning

1980 East River Road, Tucson, AZ 85718

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Review Sources

Yelp
5.0 (22)

Why choose this provider?

Wealth Management Partners is a financial advisory firm that has been serving the residents of Tucson and the surrounding areas for more than 15 years. Its financial planning services include money management, college planning, retirement and estate planning, 401(k), and 403(b) advising. It also assists clients with their investment portfolios. Founding partner Thomas J. Curtis has been working in wealth management for more than 25 years. He volunteers for the Arizona Council on Economic Education.

  • Certified Financial Planner (CFP)

4703 East Camp Lowell Drive, Tucson, AZ 85712

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Review Sources

Google
5.0 (3)

Why choose this provider?

Wellspring Financial Partners is a company serving clients in Tucson and the surrounding areas. It is an independent company that strives to provide both individual and commercial clients with adjustable plans that promote their financial well-being. Services offered by the company include financial planning and advising, as well as investment monitoring. Counseling and mentoring services are also offered. Wellspring Financial Partners can also serve as plan fiduciary and advisor to employers and help employees with retirement plans.

  • Certified Financial Planner (CFP)

FAQs

  • Introduction

    There are many titles for financial professionals, so it's challenging to track what each one means. A financial advisor is probably the term you've heard most often. Financial advisor is a broad term for a professional who helps individuals or companies manage their finances, including investment choices. There are over 100 certifications that financial advisors can obtain.

    • Financial planners, wealth managers, and investment advisors are all financial advisors with different focus areas.
    • A financial planner helps an individual or a company make a plan to achieve long-term financial goals.
    • A wealth manager helps individuals maintain their wealth through various disciplines and services, such as taxes, estate planning, and investment advice.
    • An investment advisor offers investment advice and recommendations to individuals or organizations.
    There’s a misconception that you have to be extremely wealthy to use a financial advisor. In reality, they can be beneficial for people from any income level. Keep reading to find answers to the most commonly asked questions about financial advisors, so you know which type can fit your specific needs.

  • Do financial advisors take certain exams before they can work in Tucson?

    Yes. The Arizona Corporation Commission Securities Division and the Securities and Exchange Requirements make it a rule for financial advisors in Tucson to pass the Series 65, Uniform Investment Adviser Law Examination. Another option is to take the Series 7, General Securities Representative Examination together with the Series 66, Uniform Combined State Law Examination. If you are a Chartered Financial Analyst or a Certified Financial Planner, however, you may be exempted from this requirement.

  • Should those working in Tucson engage the services of a financial advisor who lives nearby?

    Those employed in Tucson will see there are certain benefits to working with a financial advisor who lives nearby. For one, a financial advisor staying within the same or adjacent community would mean they understand the local economy, including the cost of living. They are better situated to give you advice on how to best handle your finances. Another benefit is they most likely know the major employers in the area and thus would provide sensible financial tips, especially if the main source of your funds is your income.

  • How much should one save for retirement in Tucson?

    Those living in Tucson and other parts of Arizona should save approximately $1,010,000 by the average retirement age of 63 to be able to live comfortably. This amount can change, depending on one's cost of living, actual retirement age, life expectancy, and other factors. A financial advisor can help you calculate your expenses against your income and create a savings and budget plan to ensure you enjoy a good quality of life in retirement.

  • Are cryptocurrencies protected by financial institutions in Tucson?

    No. Banks or other financial institutions in Tucson do not have safeguards in place for cryptocurrencies. This means that if someone hacks into your digital wallet or your laptop is stolen, it would be difficult to find a way to recover your cryptocurrencies. Moreover, things bought with cryptocurrencies are not reversible, unlike credit card purchases which can be disputed with your bank.

  • What are common investment scams in Tucson?

    According to the Securities Division of the Arizona Corporation Commission, one of the most common investment scams is affinity fraud, in which scammers gain the trust of the victims by becoming members of their church. Another is the Ponzi or pyramid scheme, in which fraudsters claim they would put your money in a high-return, low-risk investment but end up running away with the funds. In January 2023, a Tucson investment advisor was ordered to pay almost $450,000 after selling unregistered securities connected to apparent Ponzi schemes.

  • Are financial advisors worth it?

    Whether or not a financial advisor is worth it depends on your personal situation. If your finances are fairly straightforward, then you may be better off handling it on your own. But if you have substantial assets or a complex investment portfolio, then hiring someone to handle it for you can be well worth the cost.