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2024

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Best Financial Advisors in Peoria, AZ

Our Recommended Top 8

We did the research for you!

  • Licensing
  • User Reviews
  • Mystery Shopping Calls

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

47Reviewed

31Curated

8Top Picks

Learn about our selection process.

Providers

featured provider = Featured Provider
SmartAdvisor by SmartAsset logo

SmartAdvisor by SmartAssetExpertise.com

Peoria, AZ
Free Consultation

Expertise.com Rating

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

Peoria, AZ

Expertise.com Rating

Why choose this provider?

Need help contacting a Financial Advisor in Peoria? 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.

17505 North 79th Avenue, Glendale, AZ 85308

Expertise.com Rating

Review Sources

Google
5.0 (1)

Why choose this provider?

First Financial Equity Corporation is a full-service brokerage firm that serves the Peoria metro. It offers personalized services and comprehensive financial solutions backed by technology and over 30 years of industry experience. The firm guides clients about investment products such as mutual funds, bonds, and annuities. It also helps clients in retirement or estate planning and corporate retirement plans. CEO Jeffrey Graves had previously worked with Morgan Stanley and Banc of America Investment Services, Inc.

  • Estate Planning
  • Retirement Planning

10240 West Bell Road, Sun City, AZ 85351

Expertise.com Rating

Review Sources

Google
5.0 (1)

Why choose this provider?

Dobrusin Financial is a full-service financial services firm that caters to clients in Peoria. It is experienced in creating strategies for investment portfolios and retirement plans. It also provides financial planning solutions and guidance on estates, taxes, and risk management. Additionally, the firm offers tax planning and preparation, bookkeeping and accounting, and audits. Its president and founder, David J. Dobrusin, previously worked for American Express Financial Advisors and RBC Wealth Management. He is a Certified Financial Planner and a certified public accountant.

  • Certified Financial Planner (CFP)

9125 West Thunderbird Road, Peoria, AZ 85381

Expertise.com Rating

Why choose this provider?

Clarus Wealth Advisors is an investment management firm that caters to individuals and businesses in Peoria. Its portfolio management and financial services include insurance, financial, and charitable giving, and business succession planning. The firm also offers retirement planning solutions and assistance with Socia Security, traditional and Roth IRAs, and estate protection. One of its portfolio managers, Michael A. Sherman, is a Certified Investment Management Analyst and a Certified Financial Planner. He has been in the industry for more than 34 years.

  • Retirement Planning
  • Insurance Products

9125 West Thunderbird Road, Peoria, AZ 85381

Expertise.com Rating

Why choose this provider?

Orange Rock Wealth Management is a financial advisory business that caters to clients in the Peoria metro and the surrounding communities. It offers a wide variety of services, including asset protection planning, investment management, retirement planning, Social Security optimization, and tax reduction. In addition, the firm provides business valuation, key person planning, and risk management. The business' financial advisor, Jim Graham, has been working in the industry since 1996. He holds the Certified Financial Planner designation.

  • Certified Financial Planner (CFP)

13843 West Meeker Boulevard, Sun City, AZ 85375

Expertise.com Rating

Review Sources

Google
5.0 (27)
Facebook
5.0 (8)

Why choose this provider?

Prime Wealth is an independent financial management company that serves clients in Peoria and the surrounding communities. The firm focuses on serving the Baby Boomer generation, including retirees, those who plan to retire immediately, and those who will retire in the next five years. Its financial advisors help clients secure their personal assets through strategic tax planning, wealth management, estate planning, and long-term care investments. The team also handles funding for charitable organizations. The company has been serving individuals since 2002.

  • Retirement Planning

23131 North Lake Pleasant Parkway, Peoria, AZ 85383

Why choose this provider?

Family Legacy Planning, LLC, is a financial advisory firm that serves individuals, families, and business owners in Peoria. Its team assists clients in a number of areas, including risk management, asset protection, charitable gifting, and tax reduction. The financial advisors from this company also help business owners plan for retaining key employees. Family Legacy Planning has been seen on multiple media outlets, such as USA Today and Chicago Tribune. It is under the leadership of Richard M. Groff II, third-generation certified financial planner.

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

Compare our Top Financial Advisors

NameExpertise RatingAddressPromotionsLearn more
SmartAdvisor by SmartAsset
Peoria, AZFree Consultation
First Financial Equity Corporation
17505 North 79th Avenue, Glendale, AZ 85308
Dobrusin Financial
10240 West Bell Road, Sun City, AZ 85351
Clarus Wealth Advisors
9125 West Thunderbird Road, Peoria, AZ 85381
Orange Rock Wealth Management
9125 West Thunderbird Road, Peoria, AZ 85381
Prime Wealth Advisors
13843 West Meeker Boulevard, Sun City, AZ 85375
Family Legacy Planning, LLC
23131 North Lake Pleasant Parkway, Peoria, AZ 85383

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.

  • What is the risk of relying on your cash portfolio in Peoria?

    While cash is among the safest and most liquid types of investments, offering some inflation protection, it still comes with risks. Peoria residents should understand that in the long run, cash might barely keep up with rising prices, as opposed to investing in stocks and bonds, which deliver average annual returns and have exceeded the inflation rate. That said, cash is recommended to take only a small fraction in most investment portfolios.

  • How else can you use your home’s equity in Peoria?

    Whether or not you have plans to sell your home in Peoria, the equity you gain can help you pursue personal goals. An experienced financial advisor can help you calculate your equity and guide you through borrowing money against that equity so you can use the amount for emergency expenses, a long-overdue home improvement project, or even for your child’s college tuition.

  • How do fiduciaries differ from usual financial advisors in Peoria?

    Fiduciaries in Peoria set themselves apart from other financial advisors by taking an oath to act in their clients' best interests. This means they have a legal obligation to adhere to the highest ethical standards when providing advice and financial services. Fiduciaries are also registered with the Securities and Exchange Commission and the Financial Industry Regulatory Authority.

  • Do financial advisors in Peoria require you to have a minimum asset level?

    There are financial advisors in Peoria who will require you to have a minimum asset level before deciding to work with you. They may also select clients based on the individual’s current financial position and specific investment objectives. So, it would be best to look into the criteria of a financial advisor before enlisting their services.

  • 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.