We’re Top Rated Financial Advisors in Arizona
Top rated Arizona financial advisors help retirees and people near retirement turn their savings and old 401k plans into steady monthly income for life.
We build you a custom plan, work with many of the largest financial companies, and give you our advisor’s direct cell number, not an 800 line you can only reach in business hours.
Fiduciary Advice, With Options That Fit You
The question that matters most is whether an advisor is a fiduciary all the time, and many who call themselves advisors are not.
We are fiduciaries, so we are required to put your interests first.
We offer managed accounts, mutual funds, and annuities that fit your goals, and you can learn more on our Wealth Management and Retirement Planning page.
You can check us for free on FINRA BrokerCheck and the SEC adviser records site, and confirm our insurance license through the National Insurance Producer Registry.
How We Decide What Fits You in Arizona
We start with your needs, not a product, so first we help you find out how much money you will need each month in retirement.
Then we check Social Security and every source of steady income you already have, before we suggest any tool.
We practice what we preach, so the same investments we recommend for retirement are ones we hold in our own personal retirement accounts, we never put all your money in one place, and we have no sales quotas.
Arizona is different, so we plan around its flat state tax, long retirements, and the snowbird life.
How Working Together Works
Getting started is easy, and there are no strings attached.
First we have a discovery call to learn your goals and make sure we are a good fit for each other.
Next we build an in-depth plan and walk you through it by video, showing where you are headed on your current path and where you could be with our recommendations.
Then we set up your own customized plan, never a cookie-cutter one, and you only move forward when you feel ready.
Why Arizonans Choose Financial Advisor Pro
Arizonans choose us over a robo-advisor or a big national firm because you get real, customized advice, not generic tips sprayed at everyone.
As a licensed fiduciary, your advisor must lay out your options and treat your money like their own, and you get their direct cell number, not a 1-800 line you can only call during business hours.
You get access to the same programs the big companies offer, with the personal service of a small local firm and free yearly reviews for as long as you are with us.
Call us at (480) 608-2440 or book your free visit online, there is no cost and no pressure.
Testimonials From Our Satisfied Clients
Kylie and Matt S.
We came to them with an old 401k from a job we left and no real plan. They rolled it into an IRA, built us a clear plan, and now we always know where our money stands. When we call, a real person picks up.
Bill and Holly B.
We thought we would work until the day we died. They showed us how to turn our savings and old retirement plans into steady monthly income, and got us on track to retire early here in Arizona.
Charlene T.
I am retired today because of their help. Even when the market dropped, I had peace of mind knowing my income was set up to last.
Quinn and Nikki S.
In our very first meeting it felt like we had known them for years. They gave us real one on one attention and a plan to grow and protect what we have saved.
Laurie C.
They took something that felt complicated, planning my retirement money, and made it simple and affordable for my budget. I never once felt talked down to.
Melanie and Sebastien P.
We have been with them for over ten years. They helped us turn our savings into income we can count on for life, and the service has never slipped.
Financial Advisors Arizona, Frequently Asked Questions
How much does a financial advisor cost in Arizona?
What you pay depends on the services you choose. For example, managed accounts usually cost a percentage of the money we manage for you, while most other services carry a one-time upfront fee for that service only. Every dollar is shown to you before you sign anything. We walk through your exact cost at your first free visit. You will know the number before you decide.
Is there a minimum amount of money required to work with a financial advisor in Arizona?
It depends on the account. Fee-based advising starts at $50,000, and so do variable, fixed indexed and index-linked variable annuities. Mutual funds can start at just $25 a month, or $1,000 one time that you can leave to sit. Many of our clients are everyday Arizonans still building their savings, so small accounts are welcome.
How do I get started with a financial advisor in Arizona, and what happens at the first meeting?
Book a free visit online or by phone. There are no strings attached. We review your goals, accounts, and timeline before we recommend anything. Most clients have a working plan within a couple weeks of that first call. Every fee and next step is explained in plain words.
What is the difference between a fiduciary financial advisor and a broker in Arizona?
A fiduciary must put your interest first, every time. A broker only has to show a product was suitable when it was sold. You can check how any Arizona adviser is registered on FINRA BrokerCheck. We act as fiduciaries and explain every choice in plain words before you decide.
How do I verify a financial advisor is legitimate in Arizona, and what are red flags to avoid?
Search the adviser for free on the SEC Investment Adviser Public Disclosure site. Then check their license with the Arizona Corporation Commission Securities Division. A red flag is an advisor who cannot explain fees in plain words. Another red flag is one who rushes you before you can read everything.
How does Arizona’s flat 2.5% tax affect my retirement withdrawals?
Arizona taxes IRA, 401k, and pension withdrawals at a flat 2.5% rate. That is one of the lowest rates in the country. Arizona does not tax Social Security at all. We plan the order you draw from each account. More of your money keeps working for you instead of going to tax.
Can you help snowbirds who split the year between Arizona and another state?
Yes. The state where you keep your tax home decides which state taxes your retirement income. Getting this wrong can mean paying tax twice. We help part-year residents prove their home state. We also time withdrawals so you get Arizona’s low rates.
Talk to a Fiduciary Advisor in Arizona Today
Your retirement deserves advice built just for you.
Get clear, honest guidance from Arizona advisors who put your interest first.
Or call (480) 608-2440
Financial Advisor Pro
Headquarters:
3707 E Southern Ave. Mesa, AZ 85206
Headquarters:
3707 E Southern Ave. Mesa, AZ 85206