Expertise.com

Best Financial Advisors in Tucson

Laurels
Laurels

We did the research for you!

Learn more
  • checkbox
    Licensing
  • checkbox
    User Reviews
  • checkbox
    Mystery Shopping Calls

Financial Advisors FAQs

Learn more
Tucson, AZTucson, AZ

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.

Tucson, AZTucson, AZ

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:

4 / 5 ( Best)

Total Reviews:

4 (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: --

Tucson, AZ 85716Tucson, AZ 85716

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.

Tucson, AZ 85716Tucson, AZ 85716

Website(520) 441-5380

Show Number

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:

3 (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

5920 East Pima Street, Tucson, AZ 85712
Tucson, AZ 85712
Instagram
  • Certified Financial Planner (CFP)

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.

5920 East Pima Street, Tucson, AZ 85712
Tucson, AZ 85712

InstagramWebsite(520) 886-4068

Show Number

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

8165 Crooked Tree Trail, Tucson, AZ 85715
Tucson, AZ 85715
  • Certified Financial Planner (CFP)

Fordrix Advisors is a financial planning and investment management firm that caters to clients in Tucson. Founded by Certified Financial Planner Scott Forgues, it offers diverse investment vehicles, such as stocks, mutual funds, exchange-traded funds, certificates of deposit, and money market investments. It collaborates with annuity and individual mutual fund companies and private wealth managers in finding investment options for its clients. Forgues constructs portfolios that utilize risk management strategies, such as asset allocation and diversification and fixed or variable annuities and their insurance component.

8165 Crooked Tree Trail, Tucson, AZ 85715
Tucson, AZ 85715

Website(520) 331-7268

Show Number
4640 East Sunrise Drive, Tucson, AZ 85718
Tucson, AZ 85718
  • Tax Planning

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.

4640 East Sunrise Drive, Tucson, AZ 85718
Tucson, AZ 85718

Website(520) 751-8600

Show Number

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:

5 / 5 ( Best)

Total Reviews:

12 (Better)

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+

1820 East River Road, Tucson, AZ 85718
Tucson, AZ 85718
  • Certified Financial Planner (CFP)

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.

1820 East River Road, Tucson, AZ 85718
Tucson, AZ 85718

Website(520) 900-1586

Show Number

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+

2200 East River Road, Tucson, AZ 85718
Tucson, AZ 85718
  • Estate Planning

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.

2200 East River Road, Tucson, AZ 85718
Tucson, AZ 85718

Website(520) 615-2779

Show Number

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:

22 (Better)

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+

Tucson, AZ 85741Tucson, AZ 85741

Horizon Financial Group is a professional financial advisory business in Tucson Arizona that has provided a wide range of top-notch financial services since 1997. Their services include estate planning, wealth planning, risk management, tax planning, and portfolio management to name only some. The business is dedicated to providing a holistic and personalized experience for each of their clients. Clients have consistently praised the business for their honesty, transparency, and accountability.

Tucson, AZ 85741Tucson, AZ 85741

Website(520) 751-4300

Show Number
6700 North Oracle Road, Tucson, AZ 85704
Tucson, AZ 85704
Instagram
  • Estate Planning
  • Retirement Planning
  • Tax Planning

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.

6700 North Oracle Road, Tucson, AZ 85704
Tucson, AZ 85704

InstagramWebsite(888) 939-1733

Show Number

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:

3 (Good)

Score Consistency:

Consistent (Best)

1926 East Fort Lowell Road, Tucson, AZ 85719
Tucson, AZ 85719
  • Certified Financial Planner (CFP)

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.

1926 East Fort Lowell Road, Tucson, AZ 85719
Tucson, AZ 85719

Website(888) 271-4646

Show Number

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:

5 / 5 ( Best)

Total Reviews:

7 (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+

Tucson, AZ 85712Tucson, AZ 85712

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.

Tucson, AZ 85712Tucson, AZ 85712

Website(520) 881-2523

Show Number

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:

22 (Better)

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

Tucson, AZ 85715Tucson, AZ 85715
  • Tax Preparation

Moore Financial Strategies is a professional financial advisory business in Tucson Arizona that has provided a wide range of reliable retirement services at reasonable rates since 2009. The business specializes in Roth IRAs, 401(k) rollovers, life insurance, long-term care, and lifetime asset management amongst other services. Owner Susan is a reliable financial advisor with over 25 years of experience in the financial industry. Clients have praised the business for their dependability and their transparency.

Tucson, AZ 85715Tucson, AZ 85715

Website(520) 296-4464

Show Number
6340 North Campbell Avenue Suite 200, Tucson, AZ 85718
Tucson, AZ 85718
  • Estate Planning
  • Certified Financial Planner (CFP)

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.

6340 North Campbell Avenue Suite 200, Tucson, AZ 85718
Tucson, AZ 85718

Website(520) 529-3644

Show Number

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+

4100 North 1st Avenue, Tucson, AZ 85719
Tucson, AZ 85719
  • Estate Planning

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.

4100 North 1st Avenue, Tucson, AZ 85719
Tucson, AZ 85719

Website(800) 290-7736

Show Number

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: --

5215 North Sabino Canyon Road, Tucson, AZ 85750
Tucson, AZ 85750
  • Estate Planning
  • Certified Financial Planner (CFP)
  • Retirement Planning

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.

5215 North Sabino Canyon Road, Tucson, AZ 85750
Tucson, AZ 85750

Website(520) 334-1616

Show Number

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+

333 North Wilmot Road, Tucson, AZ 85711
Tucson, AZ 85711
Instagram

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.

333 North Wilmot Road, Tucson, AZ 85711
Tucson, AZ 85711

InstagramWebsite(520) 512-8832

Show Number

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:

4 (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: --

Oro Valley, AZ 85737Oro Valley, AZ 85737

Stratton Advisors is a professional financial advisory business in Oro Valley Arizona that provides a wide range of dependable financial services. The business offers tax advisory services, financial planning, and investment counseling services to name some. The business is committed to ensuring total customer satisfaction through their transparency and attention to detail. Owner Linda is a qualified Certified Financial Planner who is a member of NAPFA (National Association of Personal Financial Advisors) and the Alliance of Comprehensive Planners (ACP).

Oro Valley, AZ 85737Oro Valley, AZ 85737

Website(520) 742-6875

Show Number
Tucson, AZ 85719Tucson, AZ 85719

Streff Financial Group is a professional financial advisory business in Tucson Arizona that provides a wide range of top-notch financial services. Their services include financial planning, retirement planning, and wealth management to name only some. The talented and dependable advisors have decades of combined experience helping clients reach their financial goals. Clients have consistently lauded the business for their excellent customer service as well as their results-driven approach to investing.

Tucson, AZ 85719Tucson, AZ 85719

Website(520) 325-6684

Show Number
4011 East Sunrise Drive, Tucson, AZ 85718
Tucson, AZ 85718
  • Estate Planning
  • Certified Financial Planner (CFP)
  • Retirement Planning
  • Insurance Products

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.

4011 East Sunrise Drive, Tucson, AZ 85718
Tucson, AZ 85718

Website(877) 733-1859

Show Number

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+

3573 East Sunrise Drive, Tucson, AZ 85718
Tucson, AZ 85718
  • Estate Planning
  • Certified Financial Planner (CFP)
  • Tax Planning

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.

3573 East Sunrise Drive, Tucson, AZ 85718
Tucson, AZ 85718

Website(520) 232-0505

Show Number

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:

22 (Better)

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

3146 North Swan Road, Tucson, AZ 85712
Tucson, AZ 85712
  • Estate Planning
  • Certified Financial Planner (CFP)
  • Retirement Planning
  • Insurance Products

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.

3146 North Swan Road, Tucson, AZ 85712
Tucson, AZ 85712

Website(520) 795-2950

Show Number

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:

4.5 / 5 ( Best)

Total Reviews:

10 (Better)

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

1980 East River Road, Tucson, AZ 85718
Tucson, AZ 85718
  • Certified Financial Planner (CFP)

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.

1980 East River Road, Tucson, AZ 85718
Tucson, AZ 85718

Website(520) 297-7999

Show Number

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:

22 (Better)

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+

4703 East Camp Lowell Drive, Tucson, AZ 85712
Tucson, AZ 85712
  • Certified Financial Planner (CFP)

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.

4703 East Camp Lowell Drive, Tucson, AZ 85712
Tucson, AZ 85712

Website(844) 203-2402

Show Number

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:

3 (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+

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).

Read All FAQS

Wrong city? Here are some nearby places:

Search for Financial Advisors near you