WT Wealth Management
“Glenn and his team of financial professionals provide exceptional client services, personalized attention and always keep commitments for completion of transactions and follow up.”
Best Financial Advisors in Flagstaff, AZ
10 firms listed · 6 in Flagstaff · 1 open weekends · 8 rated 4.5+
Data verified October 17, 2026
Summit Retirement Services
Benefit & Financial Strategies
“The team is always helpful and available to answer any questions I may have!”
Abundant Family Financial Services
Aspen Financial Strategies
“Joel and Aleecia are some of the friendliest people I have ever met.”
Dwyer Financial
“We almost sold a paid-for investment property, and he pointed out how serious an error we would be making.”
The 10 firms listed for Flagstaff, 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: Flagstaff, AZ
Of the 10 firms we list here, 6 are in Flagstaff itself and 4 come from Sedona (3, 26 mi) and Cottonwood (1, 39 mi). 9 of the firms on this page have a rating, from 4.0 to 5.0 across 57 reviews; 8 are rated 4.5 or higher. 1 is open on Saturdays. 1 lists staff certifications (CFP). Domain records put 4 websites of the firms on this page at ten or more years old; the oldest dates from 2002. 2 offer a free initial consultation. We have a website on file for 8 of the firms on this page; 8 publish a contact page; 7 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 Flagstaff take financial planning bookings online?
2 of the 10 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.
Strategic Financial AZ
“I can highly recommend their services for individuals & the community.”
CFR Capital Group in Association With H&R Block
“I've been doing my taxes with h&r block for the past 12 years and never had any issues”
Crossett Financial Services
“If you want to get great advice about your financial future in retirement, you should talk to Cindy Crossett of Crossett Financial.”
Stratos Wealth Partners
“I've dealt with a lot of financial planners in my 67 years she's number one in my book”
Why these companies made our list
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