Best Financial Advisors in Peoria, AZ

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List of Firms

Peoria, AZ Fiduciary Financial Advisors

SEC File# 801-113161
CRD# 155676
Location 14155 N 83rd Ave UNIT 144, Peoria, AZ 85381, USA
Phone (877) 323-8777
Time Monday: 9:00 AM – 5:00 PM Tuesday: 9:00 AM – 5:00 PM Wednesday: 9:00 AM – 5:00 PM Thursday: 9:00 AM – 5:00 PM Friday: 9:00 AM – 5:00 PM Saturday: Closed Sunday: Closed
Directions
SEC File# 801-100392
CRD# 158847
5 out of 5
Location 16150 N Arrowhead Fountains Center Dr #245, Peoria, AZ 85382, USA
Phone (480) 990-3300
Directions
SEC File# 801-57434
CRD# 11025
4 out of 5
Location 16165 N 83rd Ave Suite 140, Peoria, AZ 85382, USA
Phone (623) 875-7274
Directions
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Scott Taubman - Financial Advisor, Ameriprise Financial Services, LLC
SEC File# 801-28543
CRD# 6363
Location 21469 N 78th Ave Ste 155, Peoria, AZ 85382, USA
Phone (623) 249-2610
Directions
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Fullerton Financial Planning
SEC File# 801-113161
CRD# 155676
5 out of 5
Location 14155 N 83rd Ave UNIT 144, Peoria, AZ 85381, USA
Phone (623) 974-0300
Directions
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Phillis Sax Pilvinis & Associates
Location 9220 W Union Hills Dr #101, Peoria, AZ 85382, USA
Phone (623) 544-3424
Directions
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Edward Jones - Financial Advisor: Nora A Rodriguez, CFP®|AAMS™
SEC File# 801-3297
CRD# 250
Location 9133 W Thunderbird Rd Suite 104, Peoria, AZ 85381, USA
Phone (623) 972-2405
Directions
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John Snyder - Ameriprise Financial Services, LLC
Location 7992 W Thunderbird Rd Ste 110, Peoria, AZ 85381, USA
Phone (623) 972-3133
Directions
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Phoenix Financial Group, Ltd
3 out of 5
Location 8801 W Union Hills Dr building c, Peoria, AZ 85382, USA
Phone (623) 933-1511
Directions
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Edward Jones - Financial Advisor: Joe Bates
SEC File# 801-3297
CRD# 250
5 out of 5
Location 9127 W Union Hills Dr Suite 303, Peoria, AZ 85382, USA
Phone (623) 876-9078
Directions
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Innovative Financial Management - Ameriprise Financial Services, LLC
5 out of 5
Location 21469 N 78th Ave Ste 155, Peoria, AZ 85382, USA
Phone (623) 249-2610
Directions
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Jeffrey Ellish - Private Wealth Advisor, Ameriprise Financial Services, LLC
Location 15396 N 83rd Ave Bldg G-101, Peoria, AZ 85381, USA
Phone (623) 308-2000
Directions
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Edward Jones - Financial Advisor: Randall Sturdevant
SEC File# 801-3297
CRD# 250
5 out of 5
Location 20449 N Lake Pleasant Rd Suite 107, Peoria, AZ 85382, USA
Phone (623) 376-0132
Directions
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Orange Rock Wealth Management
Location 9125 W Thunderbird Rd, Peoria, AZ 85381, USA
Phone (480) 535-9330
Directions
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Ken Johnston - Financial Advisor, Ameriprise Financial Services, LLC
Location 15396 N 83rd Ave Bldg G-101, Peoria, AZ 85381, USA
Phone (623) 486-8440
Directions
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Todd Lee - RBC Wealth Management Financial Advisor
Location 16150 N Arrowhead Fountains Center Dr Suite 300, Peoria, AZ 85382, USA
Phone (623) 334-2626
Directions
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Fellows Tax & Financial Services
4 out of 5
Location 8256 W Cactus Rd suite d-132, Peoria, AZ 85381, USA
Phone (623) 979-1220
Directions
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Kevin L Ehlers - Private Wealth Advisor, Ameriprise Financial Services, LLC
SEC File# 801-28543
CRD# 6363
Location 15396 N 83rd Ave Bldg G-101, Peoria, AZ 85381, USA
Phone (623) 486-8440
Time Monday: 9:00 AM – 5:00 PM Tuesday: 9:00 AM – 5:00 PM Wednesday: 9:00 AM – 5:00 PM Thursday: 9:00 AM – 5:00 PM Friday: 9:00 AM – 5:00 PM Saturday: Closed Sunday: Closed
Directions
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Todd Sulzer - Financial Advisor, Ameriprise Financial Services, LLC
SEC File# 801-28543
CRD# 6363
Location 15396 N 83rd Ave Bldg G-101, Peoria, AZ 85381, USA
Phone (623) 486-8440
Directions
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Scarlet Filmore - Financial Advisor, Ameriprise Financial Services, LLC
SEC File# 801-28543
CRD# 6363
5 out of 5
Location 7992 W Thunderbird Rd Ste 110, Peoria, AZ 85381, USA
Phone (623) 972-3133
Directions
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Edward Jones - Financial Advisor: Sam Sturdevant
Location 8960 W Bell Rd Suite 107, Peoria, AZ 85382, USA
Phone (623) 875-1483
Directions
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Summit Wealth Advisors, LLC.
Location 9125 W Thunderbird Rd #100, Peoria, AZ 85381, USA
Phone (623) 583-6840
Directions
Financial Advisors in Peoria, AZ

Where Certified Financial Advisors in Peoria, AZ Serve

Peoria, AZ is a bustling city with a plethora of landmarks, top employers, major highways and streets, and neighborhoods to explore. From the iconic Lake Pleasant Regional Park to the stunning Sunrise Mountain Preserve, Peoria boasts an array of natural wonders that are sure to leave you in awe. Additionally, the city is home to major employers such as the Peoria Unified School District, the City of Peoria, and Banner Health, providing ample job opportunities for residents. When it comes to transportation, Peoria is easily accessible via major highways such as the Loop 101 and Grand Avenue, as well as prominent streets like 83rd Avenue and Bell Road. And with neighborhoods ranging from the charming Old Town Peoria to the luxurious Vistancia, there's truly something for everyone in this vibrant city.

Services Provided by Fee Based and Fee Only Financial Advisors

Banks and Credit Unions

Residents of Peoria, AZ can benefit greatly from the services of a financial advisor. With a rapidly growing population, Peoria is a city that is constantly changing and evolving. A financial advisor can help residents navigate the various financial challenges that come with this growth, such as managing debt, planning for retirement, and investing wisely. Additionally, with Peoria being a popular retirement destination, a financial advisor can help retirees make the most of their savings and ensure that they are financially secure in their golden years. Overall, a financial advisor can provide invaluable guidance and support to residents of Peoria, helping them achieve their financial goals and secure a brighter future.

Insurance Broker

Residents of Peoria, AZ can benefit greatly from the services of an insurance broker. With the city's growing population and diverse demographics, an insurance broker can help individuals and families navigate the complex world of insurance policies and find the coverage that best suits their needs. For example, with Peoria's hot and dry climate, homeowners may want to consider insurance policies that cover damage from wildfires or monsoons. Additionally, with the city's proximity to Phoenix and major highways, auto insurance is a must-have for many residents. An insurance broker can help residents compare policies and find the best rates for their specific needs, whether it be for home, auto, or health insurance.

Retirement Planning

Residents of Peoria, AZ can benefit greatly from the expertise of a retirement planner. With the city's growing population of retirees, a retirement planner can help individuals navigate the complex financial landscape of retirement. Specifically, Peoria, AZ has a large number of active adults who may be interested in continuing to work part-time or start a new business during retirement. A retirement planner can provide guidance on creating a sustainable income stream that supports these goals while also ensuring long-term financial security. Additionally, Peoria, AZ is known for its hot summers, which can lead to high energy bills for retirees on a fixed income. A retirement planner can help identify energy-saving opportunities and strategies to reduce expenses, allowing retirees to enjoy their golden years without financial stress.

Wealth Management

Residents of Peoria, AZ can benefit from the expertise of a wealth manager in a variety of ways. One of the most common ways is by creating a personalized financial plan that takes into account their unique circumstances and goals. A wealth manager can help residents of Peoria, AZ navigate the complexities of retirement planning, investment strategies, and tax planning. For example, with the city's proximity to Lake Pleasant Regional Park, a wealth manager can help residents plan for the costs associated with owning a boat or vacation home. Additionally, with the city's growing population and diverse economy, a wealth manager can provide guidance on how to maximize income and investments while minimizing risk. Overall, a wealth manager can provide invaluable support and guidance to residents of Peoria, AZ as they work towards achieving their financial goals.

Mortgage Loan Officer

Residents of Peoria, AZ can benefit greatly from the expertise of a mortgage loan officer. These professionals can help residents navigate the complex world of home financing, and provide guidance on the most suitable mortgage products available. Additionally, mortgage loan officers can assist with the pre-approval process, which is particularly helpful for residents of Peoria, AZ, where the real estate market is highly competitive. With a pre-approval in hand, homebuyers in Peoria can move quickly to make an offer on a property they love, without the risk of losing out to other buyers who are better prepared. Overall, a mortgage loan officer can be an invaluable resource for anyone looking to buy a home in Peoria, AZ.

Tax Services

Residents of Peoria, AZ can benefit from the expertise of a tax advisor in numerous ways. For example, a tax advisor can help residents navigate the complex tax laws and regulations that apply to the state of Arizona. In Peoria specifically, tax advisors can help residents take advantage of the various tax incentives and credits available to them, such as the Arizona Charitable Tax Credit, which allows taxpayers to receive a credit for donations to qualifying charitable organizations. Additionally, tax advisors can provide guidance on how to properly report income from sources such as rental properties or investments, ensuring that residents stay in compliance with tax laws and avoid costly penalties. Overall, a tax advisor can provide valuable support to residents of Peoria, AZ by helping them optimize their tax strategy and minimize their tax liability.

Estate Planning Lawyer

Residents of Peoria, AZ can benefit greatly from the services of an estate planning lawyer. One of the most common ways that an estate planning lawyer can help residents of Peoria is by creating a comprehensive estate plan that addresses their unique needs and concerns. This can include drafting a will, establishing trusts, and setting up powers of attorney. Additionally, Peoria residents can benefit from an estate planning lawyer's expertise in navigating the complex legal landscape of estate planning in Arizona. For example, an estate planning lawyer can help ensure that a resident's estate plan is in compliance with Arizona's specific laws and regulations. Overall, an estate planning lawyer can provide invaluable guidance and support to Peoria residents as they plan for their future and the future of their loved ones.

FREQUENTLY ASKED QUESTIONS

FAQs About Personal Financial Advisors in Peoria, AZ