Best Financial Advisors in Avondale, AZ

American Wealth Advisers is an independent financial planning firm serving customers in Avondale. It developed a six-step financial planning process, which includes establishing client-advisor relationships, gathering and analyzing data, creating strategies, implementing plans, and monitoring accounts. The team offers budget and cashflow planning, investment management, insurance review, retirement projection, and education planning services. Kyle Addington, the company's president, is a Certified Financial Fiduciary. American Wealth Advisers has been listed on Phoenix Magazine's Top Wealth Managers for several years.

Prime Wealth Advisors offers full-spectrum retirement planning solutions to the residents of Avondale. The company works with clients who are near retirement, recently retired, or transitioning from working to retiring. It handles customized financial and estate planning, as well as tax, risk, and investment management. The company has been working with individuals and families for more than 20 years. Its financial specialist team is composed of Certified Financial Planners, Chartered Financial Consultants, CPAs, and estate planning attorneys.

TFO Phoenix is a team of financial advisors serving families in Avondale and nearby locations. Its team of professionals advises families on a variety of concerns, including wealth planning, tax consulting and compliance, family discovery and milestone setting, estate and gift planning, and family governance and education. The company also provides wealth recommendations and communicates regularly with clients to assess changes in their financial status and objectives. TFO Phoenix has been helping families achieve their financial goals for a decade.

Continuum Wealth Management is a Registered Investment Advisor firm with offices based in Avondale and Scottsdale. It provides fiduciary, financial planning, retirement planning, fee-only wealth management, and investment management services. With over 15 years of experience in the industry, owner Craig W. Ritter has earned the Certified Financial Planner designation. He is also a member of the National Association of Personal Financial Advisors. Ritter leads a roster of financial advisors who are focused on securing the financial goals of their clients.

Retirement Planners of America is an investment advisory firm offering its services to the locals of Avondale. It assists clients who are either planning for retirement or are already retired by protecting their savings against an up and down market. The team creates a comprehensive plan that includes advice about matters like family legacy planning, social security, and estate planning to help maintain the client's lifestyle after retirement. One of its senior advisors, Kenneth Moraif, hosts the "Money Matters with Ken Moraif" radio show.

Bayntree Wealth Advisors provides comprehensive services in the Avondale metro. It caters to young professionals, business owners, executives, and retirees who need financial planning and wealth management assistance. The company offers income planning, asset protection, and investment management solutions. It also creates personalized tax strategies to help clients secure financial protection. In addition, it processes life, health, and long-term care insurance policies. Founder and president Andrew Rafal is a member of Ed Slott's Master Elite IRA Advisory Group.