Best Financial Advisors in Tucson, AZ

We did the hard work of finding trustworthy partners in Tucson, AZ. Fill out the form to get connected.
Scroll to List of Firms

Connect With a Financial Planner

AS SEEN IN

Entrepreneur
MSN Money
Business Insider
Investopedia
Nasdaq
Yahoo Finance
Market Watch

List of Firms

Tucson, AZ Fiduciary Financial Advisors

Beth Vance - Financial Advisor, Ameriprise Financial Services, LLC
Location 5151 E Broadway Blvd Ste 730, Tucson, AZ 85711, USA
Phone (520) 748-2384
Language https://www.ameripriseadvisors.com/beth.l.vance/?cid=IP_local_google
Directions
Fordrix Advisors
Location 5151 E Broadway Blvd, Tucson, AZ 85711, USA
Phone (520) 331-7268
Directions
Hallmark Financial, LLC
3 out of 5
Location 1610 E River Rd #116, Tucson, AZ 85718, USA
Phone (520) 544-0496
Language http://www.hallmarkfinancial.net/
Directions
Meridian Wealth Management, LLC - Tucson, AZ
Location 5210 E Williams Cir Suite 820, Tucson, AZ 85711, USA
Phone (520) 719-1433
Language http://www.meridianwealthllc.com/tucson
Directions
Edward Jones - Financial Advisor: Peter A Larsen, CRPC™
5 out of 5
Location 7451 E Broadway Blvd, Tucson, AZ 85710, USA
Phone (520) 885-6060
Language https://www.edwardjones.com/us-en/financial-advisor/peter-larsen?y_source=1_NjQyMjgyLTcxNS1sb2NhdGlvbi53ZWJzaXRl
Directions
Edward Jones - Financial Advisor: John P Fiske Jr, AAMS™|CRPC™
5 out of 5
Location 2970 N Swan Rd #139, Tucson, AZ 85712, USA
Phone (520) 325-3116
Language https://www.edwardjones.com/us-en/financial-advisor/john-fiske?y_source=1_MTM5Mjg0Ny03MTUtbG9jYXRpb24ud2Vic2l0ZQ%3D%3D
Directions
Financial Advisors in Tucson, AZ

Where Certified Financial Advisors in Tucson, AZ Serve

Tucson, AZ is a city that's rich in culture, history, and natural beauty. With its stunning desert landscapes and vibrant arts scene, there's no shortage of things to see and do here. Some of the city's most iconic landmarks include the beautiful Mission San Xavier del Bac, the towering Saguaro National Park, and the historic Hotel Congress. As for top employers, Tucson is home to a number of major companies, including Raytheon, the University of Arizona, and Caterpillar. When it comes to transportation, Tucson is served by several major highways, including I-10 and I-19, as well as a network of local streets and roads. And with its diverse mix of neighborhoods, from the historic Barrio Viejo to the upscale Catalina Foothills, there's a place to call home for everyone in Tucson.

Services Provided by Fee Based and Fee Only Financial Advisors

Banks and Credit Unions

Residents of Tucson, AZ can greatly benefit from the services of a financial advisor. One of the most common ways that a financial advisor can help Tucson residents is by providing guidance on how to plan for retirement. With the cost of living in Tucson being slightly higher than the national average, it's important for residents to start saving early and make smart investment decisions. A financial advisor can help create a personalized retirement plan that takes into account factors like inflation, taxes, and healthcare costs. Additionally, with Tucson being a popular retirement destination, a financial advisor can help retirees navigate the complexities of Social Security and Medicare. By working with a financial advisor, Tucson residents can feel confident that they are on track to achieve their financial goals and enjoy a comfortable retirement.

Insurance Broker

Residents of Tucson, AZ could greatly benefit from the services of an insurance broker. With the city's scorching summers and monsoon season, it's important for residents to have adequate coverage for their homes and vehicles. An insurance broker can help Tucson residents find the best policies to protect their property from damage caused by extreme weather conditions. Additionally, many Tucson residents work in industries such as healthcare and education, which may require specific types of insurance coverage. An insurance broker can help these individuals navigate the complex world of insurance and find policies that meet their unique needs. Overall, an insurance broker can provide peace of mind to Tucson residents by ensuring they have the right coverage to protect their assets and livelihoods.

Retirement Planning

Residents of Tucson, AZ could benefit greatly from the help of a retirement planner. With the city's high population of retirees, a retirement planner can provide guidance on how to make the most of their savings and investments. Specifically, a retirement planner can help Tucson residents navigate the unique challenges of living in a desert climate, such as rising utility costs during the hot summer months. They can also assist with understanding the tax implications of retirement income, including Social Security benefits and any pensions or 401(k) distributions. Overall, a retirement planner can help Tucson residents achieve their retirement goals and ensure a comfortable and secure future.

Wealth Management

Residents of Tucson, AZ can greatly benefit from the services of a wealth manager. One of the most common ways that a wealth manager can help Tucson residents is by providing personalized investment advice. With the city's diverse economy and unique demographics, it can be challenging for individuals to navigate the investment landscape on their own. A wealth manager can help tailor investment strategies to meet the specific needs and goals of Tucson residents, taking into account factors such as age, income, and risk tolerance. Additionally, a wealth manager can provide guidance on tax planning, estate planning, and retirement planning, all of which are important considerations for Tucson residents looking to secure their financial futures.

Mortgage Loan Officer

Residents of Tucson, AZ can benefit greatly from the services of a mortgage loan officer. These professionals can assist with a variety of financial needs, such as securing a mortgage for a new home or refinancing an existing loan. For those living in Tucson, a mortgage loan officer can also provide valuable insight into the local real estate market, including information on neighborhoods, property values, and zoning laws. Additionally, many loan officers offer specialized programs and assistance for first-time homebuyers, which can be particularly helpful for those looking to purchase their first home in Tucson. With their expertise and guidance, a mortgage loan officer can make the process of buying or refinancing a home in Tucson much smoother and less stressful for residents.

Tax Services

Residents of Tucson, AZ can benefit from the expertise of a tax advisor in a number of ways. For example, a tax advisor can help residents navigate the complex tax laws and regulations that are specific to Arizona. This includes understanding state tax credits and deductions that may be available to Tucson residents, such as the Arizona Charitable Tax Credit or the Arizona Credit for Contributions to Private School Tuition Organizations. Additionally, a tax advisor can help Tucson residents plan for retirement, minimize their tax liabilities, and avoid costly mistakes on their tax returns. With the help of a tax advisor, Tucson residents can feel confident that they are making informed decisions about their finances and maximizing their tax savings.

Estate Planning Lawyer

Residents of Tucson, AZ can benefit greatly from the services of an estate planning lawyer. One of the most common ways an estate planning lawyer can help Tucson residents is by ensuring that their assets are distributed according to their wishes after they pass away. This is especially important in a city like Tucson, which has a large retirement community. With proper estate planning, retirees can ensure that their loved ones and favorite charities receive the assets they intended, rather than having their estates tied up in probate court. Additionally, an estate planning lawyer can help Tucson residents with other important matters such as setting up trusts, drafting wills, and establishing powers of attorney. These services can provide peace of mind and ensure that Tucson residents are prepared for whatever life may bring.

Tucson, AZ Financial Resources

Tucson, AZ Chamber of Commerce

https://tucsonchamber.org/

Tucson, AZ City Hall

https://www.tucsonaz.gov/

Tucson, AZ Public Library

https://www.library.pima.gov/

FREQUENTLY ASKED QUESTIONS

FAQs About Personal Financial Advisors in Tucson, AZ

A financial advisor in Tucson, AZ can offer a range of services to help individuals and businesses manage their finances. These services may include investment advice, retirement planning, tax planning, estate planning, and risk management. With its diverse economy and growing population, Tucson presents unique financial challenges and opportunities. For instance, the city is home to a thriving aerospace industry, which may require specialized investment strategies. Additionally, Tucson's hot and dry climate can impact energy costs and insurance needs, which a financial advisor can help address. Overall, a skilled financial advisor in Tucson can provide tailored guidance and support to help clients achieve their financial goals in this dynamic and complex environment.

Tucson, AZ is the ultimate destination for financial advising. The city boasts a plethora of financial experts who are well-versed in the intricacies of the market and can help you make informed decisions. What sets Tucson apart from other cities is its unique blend of modernity and tradition. The city is home to a diverse population, which means that financial advisors have experience dealing with a wide range of clients with different needs and backgrounds. Moreover, Tucson's proximity to the Mexican border and its rich Hispanic heritage make it an ideal place for those seeking advice on cross-border investments. The city also has a thriving business community, which means that financial advisors have access to the latest trends and insights. Whether you are looking to invest in stocks, bonds, or real estate, Tucson has the resources and expertise to help you achieve your financial goals.