Best Financial Advisors in Glendale, AZ

The highest-rated Financial Planning & Wealth Management companies out of 190 vetted & reviewed in the Glendale area.

Kaizen Wealth Management Group

Kaizen Wealth Management Group

(5)
Retirement Planning, Insurance & Tax Solutions, Wealth Management
“This enables them to create a comprehensive financial plan that caters to all aspects of their clients' lives, be it retirement planning, tax management, or estate planning.”
In Business Since 2007
Licensed, BBB Rating: A+
18001 N 79th Ave # A15, Glendale, AZ
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Seely Mullins & Associates

Seely Mullins & Associates

(1)
Services For Individuals, Tax Services, Business Services
“I would absolutely recommend her to anyone considering working with this business.”
In Business Since 1963
Transparent Fees & Pricing
Accepts All Major Credit Cards
Offers Financing Options
7141 N 51st Ave C, Glendale, AZ
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Steve Johnston Financial Services

Steve Johnston Financial Services

(6)
Tax Preparation, Representation, Audit Assistance
“He sat down with me and explained what to expect and where my money was going and in in a way that even a guy like me could understand.”
In Business Since 2013
6630 N 47th Ave #7, Glendale, AZ
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Tiffany E. Lum, Cpa, CFP

Tiffany E. Lum, Cpa, CFP

(3)
“She does such a great job, that when we moved out of state for a couple of years, we still had her do them.”
In Business Since 2007
Family Business
7075 W Bell Rd Ste A14, Glendale, AZ
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London Bridge Group

London Bridge Group

(6)
Tax Preparation, Living Wills, Trusts Living Trusts
“When I asked him about his credentials and experience he didn't hesitate nor did he seem offended to tell me about his very extensive background in Tax Preparation.”
In Business Since 1995
Accepts All Major Credit Cards
8751 N 51st Ave suite 109-e, Glendale, AZ
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AZ Legacy Wealth

AZ Legacy Wealth

(2)
“He is a wonderful teacher and really explains everything in an understandable way.”
In Business Since 2015
6751 N Sunset Blvd #320, Glendale, AZ
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WJ Wealth Management

WJ Wealth Management

(1)
“Thanks for making sense of my investment!”
In Business Since 2014
18275 N 59th Ave #112-B, Glendale, AZ
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Fleming Wealth Strategies

Fleming Wealth Strategies

(1)
“Whenever I have a question he is always available and takes the time to explain things for however long it takes.”
In Business Since 2010
CFP Certified
19420 N 59th Ave Suite B247, Glendale, AZ
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Keystone Capital Management Group

Keystone Capital Management Group

“Since 2016, Keystone Capital Management Group, LLC has been working with friends and neighbors throughout the greater northwest Phoenix area to help them work toward their financial goals through the use of insurance and investment products. We are r...”
In Business Since 2016
7055 W Bell Rd Suite 12, Glendale, AZ
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JG Financial

JG Financial

(3)
“The agents were very professional and friendly, and they were available for any questions I had.”
In Business Since 2024
5422 W Pershing Ave, Glendale, AZ
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Steven O. Jay

Steven O. Jay

(2)
“My parents have been using Steven OJ when I was a kid and now I use his accounting office.”
In Business Since 2009
7055 W Bell Rd, Glendale, AZ
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Arrowhead Wealth Partners

Arrowhead Wealth Partners

(1)
“Worked with the whole team to get my 401K up to speed.”
In Business Since 2021
7111 W Bell Rd Ste 106, Glendale, AZ
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Integrity Financial Group

Integrity Financial Group

“Integrity Financial Group South West LLC offers safe alternatives for retirement savings. Our insurance options focus on increasing spendable income, maximizing inheritance to heirs, and avoiding unnecessary taxes. Making informed decisions is a crit...”
In Business Since 2010
Transparent Fees & Pricing
17505 N 79th Ave #211-D, Glendale, AZ
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McBee Advisors

McBee Advisors

“McBee Advisors, Inc. is a registered investment advisor in the state of Arizona, Washington, California,& Texas.Investment Advisors Representatives of McBee Advisors, Inc. are insurance licensed in the following states: Arizona & California.The advis...”
In Business Since 2003
Offers Financing Options
19420 N 59th Ave Suite B239, Glendale, AZ
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Skyway Capital

Skyway Capital

(2)
“Very nice and professional, and was really attentive to me!”
5322 N 59th Ave ste S, Glendale, AZ
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Carl F Petersen

Carl F Petersen

“Learn more about us by finding out who we are, how we got started, what we do, and what we are all about.”
In Business Since 2000
20325 N 51st Ave #134, Glendale, AZ
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Investment Brothers

Investment Brothers

5821 N 67th Ave, Glendale, AZ
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Larry B. Betts, CPA

Larry B. Betts, CPA

(48)
  • Confident
  • Questions
  • Communication
“The process they include to complete your taxes is very proficient and seamless especially for individuals such as ourselves that have limited time drive around town and wait in lines or deliver documents.”
In Business Since 2009
Licensed, BBB Rating: A+
7330 N 16th St b102, Phoenix, AZ
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Endeavor Advisors

Endeavor Advisors

(48)
Overview, Investment Management, Investment Philosophy
“Not only did Charles help eliminate my concerns but he is now showing us ways to win with money - in other words - easy strategies that we can implement today to have financial freedom in a shorter period of time than we thought and with a larger "ne...”
In Business Since 2020
Free Initial Consultation
2801 E Camelback Rd Floor 2 Suite 18, Phoenix, AZ
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Hockett Tax & Tax Resolution

Hockett Tax & Tax Resolution

(45)
Payroll, Tax Monitoring, Tax Resolution
“I saved $3,400 this tax season from what I used to pay and with the changes Jeff will make to my tax stuff next year I'll save approximately $13,000!”
In Business Since 2019
Free Initial Consultation
Transparent Fees & Pricing
Family Business
9125 W Thunderbird Rd #100, Peoria, AZ
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Arete Financial Solutions

Arete Financial Solutions

(44)
  • Mind
  • Questions
  • Estate Planning
“We have Mary Reha at MLR do our personal and personal taxes and recommend her for everyone whether it be business taxes, personal or for payroll purposes.”
In Business Since 2018
Accepts All Major Credit Cards
1626 N Litchfield Rd Ste 170A, Goodyear, AZ
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Integrated Accounting Services

Integrated Accounting Services

(8)
Services For Individuals, Tax Services, Business Services
“Michael gave his full attention to questions during the entire appointment and provided education on different steps we could take going forward related to our tax situation.”
In Business Since 2006
Transparent Fees & Pricing
Licensed, BBB Rating: A+
Offers Financing Options
1515 E Missouri Ave STE 203, Phoenix, AZ
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Montini & Co Tax Advisory Group

Montini & Co Tax Advisory Group

(16)
  • Financial Planning
  • Questions
  • Office
“His office staff has offered great tax advice to help us maximize our little nest egg starting with our decisions of what age we should set up our Social Security.”
In Business Since 2018
Licensed, BBB Rating: A+
11811 N Tatum Blvd UNIT 1090, Phoenix, AZ
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Reliant Law Group

Reliant Law Group

(31)
  • Explanations
  • Trust
  • Wishes
“Having had no prior knowledge of financial investments, Mike Rojas patiently guided me through the process with detailed, complete explanations of each step.”
In Business Since 2023
Licensed
4745 N 7th St, Phoenix, AZ
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Retirement Planning and Investment Management Services in Glendale, AZ Cost Estimates

Minimum cost
$1226
Maximum cost
$10419
National Average
$3678
Avg Per Hour Rates
$368
$2452
$6742
Fair price range is based on 336 cost profiles
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Average Cost $3678
Minimum cost $1226
Maximum cost $10419
Avg Per Hour Rates $368

Fair range $2452 to $6742 is based on 336 cost profiles.

Why these companies made our list

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