Investment Services in San Tan Valley, AZ
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Partnering with a professional investment services company can provide families with peace of mind, expert guidance, and a secure financial future. Expert advisors tailor strategies to individual needs, empowering families to achieve their financial goals and offering the reassurance that their hard-earned money is working effectively for their present and future well-being.
Our Comprehensive Investment Services
Why Choose Financial Advisor Pro For Investment Services?
For over a decade, Financial Advisor Pro and it's affiliate investment advisors have provided personalized investment services, helping thousands of families amass financial independence. Our expert advisors craft comprehensive strategies tailored to your unique financial needs, ensuring your wealth grows efficiently and securely. With deep local expertise in San Tan Valley and Queen Creek, and a proven track record, we offer unparalleled guidance and commitment to your financial success.
Testimonials From Our Satisfied Clients
Quinn & Nikki S.
San Tan Valley, AZ
We have enjoyed the personal 1 on 1 attention to detail and personal touch of working with Financial Advisor Pro. We felt like we have known them forever in our first meeting. They have helped us significantly grow our wealth.
Cody & Halee R.
San Tan Valley, AZ
I've loved working with Financial Advisor Pro because just knowing we are on track to hit our financial goals is amazing. Plus they are helping us reach our retirement goals 5 years sooner!
Charlene T.
Queen Creek, AZ
Thanks to Financial Advisor Pro and what they teach I am able to be retired today. They were a big help when my husband passed away in securing retirement assets. Also, even with a world pandemic, when the stock market went crazy, I had peace of mind knowing my retirement was secure.
Cody P.
San Tan Valley, AZ
Financial Advisor Pro and its reps have been indispensable mentors. Have 1 on 1 attention, these people have become a friend and I know I can call anytime for anything!
Spencer & Chelsea H.
Queen Creek, AZ
Our wealth management and life insurance experience with Financial Advisor Pro has been great. They personally took the time to teach us and made sure we understood what we were getting and are helping us create massive wealth for our family tree.
Jim M.
San Tan Valley, AZ
Financial Advisor Pro has been instrumental in the success of my early retirement. Because Financial Advisor Pro, I'm now retired because they doubled what I had for retirement otherwise I would be working til the day I died.
Shannan & Rick R.
Queen Creek, AZ
We make a decent income for our family but without the education that Financial Advisor Pro teaches, we would have worked until the day we died.
Scott & Brooke M.
San Tan Valley, AZ
These guys have been super helpful for helping us accumulate multiple 6 figures at a young age. What they do really works for any family.
Troy & Heidi H.
Queen Creek, AZ
As school teachers Financial Advisor Pro has taught us and held us accountable to have more saved than we ever have had. Plus they got us on track to retire instead of working forever.
Our Investment Services - Learn More
Mutual Funds
A mutual fund is a big pot of money where lots of people put in their savings to buy a mix of different investments like stocks and bonds. Experts manage this fund, making it a smart and safer way to grow your money. Our Investment Services make it easy to invest in mutual funds and watch your savings grow over time.
IRA - Traditional IRA & Roth IRA
A Traditional IRA and a Roth IRA are special accounts to help you save money for when you're older. With a Traditional IRA, you don't pay taxes on the money you put in until you take it out later.
A Roth IRA, you pay taxes now, but the money grows tax-free and you don’t pay taxes when you take it out! Both options help you save money for the future.
College Savings - 529 Plans, Coverdell Education Savings Accounts (ESAs) and Custodial Accounts (UGMA/UTMA)
College savings accounts are special accounts where you can save money to help pay for college. Using an investment services company, you can grow this money over time, making it easier to afford college when the time comes. These accounts have tax benefits, which means you can save even more money for education.
Annuities
An annuity works like insurance for your money, replenishing your account balance in a stock market crash, similar to how auto insurance replaces the value of your car in a crash. With our investment services, you can start an annuity to guarantee you have money coming in regularly when you're older. This makes it easier to plan for your future and feel confident about your finances.
Investment Calculator
Frequently Asked Questions
Is it worth paying for an investment advisor?
Yes! Working with an investment advisor can provide personalized strategies tailored to your financial goals, potentially leading to better investment outcomes. According to a DALBAR study, investors who used a financial advisor saw average annual returns about 3% higher than those who managed their investments independently, highlighting the significant performance difference between self-directed and professionally managed investments.
What is the average fee for an investment advisor?
While fees for investment advisors can vary, at Financial Advisor Pro, our advisors work at no cost to you and earn their compensation from investment companies based on the performance they achieve for your portfolio. This ensures our commitment to optimizing your retirement outcomes without any direct fees from you.
Are investment advisors fiduciaries?
Yes, many investment advisors are fiduciaries, meaning they are legally obligated to act in your best financial interest. At Financial Advisor Pro, our advisors uphold the highest fiduciary standards, ensuring that your financial well-being is their top priority.
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Financial Advisor Pro
Financial Advisor Pro, LLC © Copyright 2024, All Rights Reserved.
Financial Advisor Pro, LLC does not offer any financial products. We refer to licensed financial professionals for services such as life insurance and investment advice.
A financial advisor’s ability to offer products and services is restricted based on the licenses held by the advisor, and the states in which the advisor is registered. Not all financial advisors are authorized to sell all products and services in all states.
Investors should carefully consider the investment objectives, risks, charges, fees and expenses of any mutual fund before investing. This and other important information can be found in the fund’s prospectus and, if available, the summary prospectus. Please read the prospectus and, if available, the summary prospectus carefully before investing.