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Greenberg Financial Group
“It's one thing to listen to the Greenberg team on the radio, but after meeting everyone my wife & myself are 100% sure we made the right move.”
Best Financial Advisors near Catalina Foothills, AZ
There are no firms listed in Catalina Foothills itself yet; the 15 below are the closest options, from Tucson (10 mi).
1 open weekends · all 15 rated 4.5+ · 3 show a license
Data verified October 15, 2026
Laurence Lof Financial Advisors
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Fortress Financial Solutions
“We are able to move forward with other retirement investments and having he and his team advising us on our financial goals is helping me sleep soundly at night.”
Treiberg Wealth Management
Rise Private Wealth Advisors
“This is a fine firm and in my opinion you won't find a better financial advisor or firm who really wants to help YOU!”
TCI Wealth Advisors
“They have done a great job with our retirement plan.”
The 15 firms listed for Catalina Foothills, AZ provide financial planning and investment management for clients. What each says about its services and how it charges comes from its own website; ratings and quotes come from public reviews.
Area overview: Catalina Foothills, AZ
The 15 firms on this page are rated from 4.8 to 5.0 across 74 reviews. 1 is open on weekends. 3 show a license on their websites and 4 have a BBB rating of A or A+. Domain records put 10 websites of the firms on this page at ten or more years old; the oldest dates from 2000. We have a website on file for all 15 of the firms on this page; all 15 publish a contact page; 11 list a public email and 2 take bookings online. We count these figures across the firms on this page; distances are straight-line, and hours and prices change, so confirm the details with the firm before you book a consultation.
Do firms listed for Catalina Foothills take financial planning bookings online?
2 of the 15 firms take appointment requests through their websites. Some use a calendar that shows open slots directly, and a firm without online booking prefers a call first. Either way, say roughly what you are dealing with so the meeting goes to the right person.
Ironwood Financial
“He listened and synthesized our financial and life goals and gave us a realistic analysis on our potential outcomes and opportunities.”
Adara Wealth Management
“If you are looking for someone you can trust, works hard and is very good at what he does Adam and his team are the.”
Ridgway Private Wealth
“They always are very professional and go above and beyond for their clients!”
Aspirational Wealth Management ,llc
“I admire how Taunya has invested in herself, coming from humble beginnings, choosing to not be a victim of circumstances, educating herself and working hard, honestly and responsibly.”
Raskob Kambourian Financial Advisors
“Pat Raskob and the staff at Raskob Kambourian are so knowledgeable when it comes to financial planning.”
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Moore Financial Strategies
Harrison Wealth Management
“They always do the right thing and preform wonderfully..”
Burk, Hall & Co. Wealth Management and Investments
“I have worked with Matt Rosen for years and have always found his advice helpful and knowledgeable.”
GR Financial Group
“In this day and age where expertise and customer satisfaction is hard to come by, GR Financial is a diamond in the rough.”
Why these companies made our list
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