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

(2)
Retirement Planning, Insurance & Tax Solutions, Wealth Management
“What really impressed me was the way you took the time to get a feeling for where I was at, your depth of knowledge, lateral thinking and your common sense approach.”
In Business Since 2007
Licensed, BBB Rating: A+
18001 N 79th Ave # A15, Glendale, AZ
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Brandon Johnston Financial

Brandon Johnston Financial

(3)
Tax Preparation, Representation, Audit Assistance
“Steve takes his time and explains everything for all of us individuals who have no Financial or numbers background.”
In Business Since 2013
6630 N 47th Ave #7, Glendale, AZ
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JG Financial

JG Financial

(7)
“They are the best financial advisors in Arizona”
In Business Since 2021
5422 W Pershing Ave, Glendale, AZ
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Fortress Business Advisory

Fortress Business Advisory

(1)
Business Valuation, Business Exit Planning, Grow Your Business
“My whole family has been happy for years with The Fortress Companies and their hard work!”
In Business Since 2013
20325 N 51st Ave Ste 134, Glendale, AZ
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London Bridge Group

London Bridge Group

(5)
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 1993
Accepts All Major Credit Cards
8751 N 51st Ave suite 120-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 Suite 320, 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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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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Fortress Financial Strategies

Fortress Financial Strategies

(1)
“I have worked with Brett at Fortress Financial on a few projects, other than having him as my financial adviser, and have to say that he is an honest individual who strives to do good for his customers.”
In Business Since 2015
Accepts All Major Credit Cards
CPFA Certified
20325 N 51st Ave Ste 134, 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 Suite 106, 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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Brian Derrick

Brian Derrick

“Whether planning to build a home by the lake or help your daughter launch a business, you need a well-conceived plan in order to succeed. Pursuing financial independence is no different. Whether you're looking to grow your money over time, generate i...”
In Business Since 1998
Family Business
18301 N 79th Ave Suite D148, 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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Plan4

Plan4

Lifestyle, Retirement, Investment
“All things in life start with a conversation. At Plan4, our goal is to meet you where you're at and guide you to where you want to go. We're honest, friendly, caring and more than anything — want to have a conversation with you. Call us today to lear...”
In Business Since 2000
7075 W Bell Rd #8, 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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Investment Brothers

Investment Brothers

5821 N 67th Ave, 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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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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Marsh Management

Marsh Management

“At Marsh Management, LLC, I've been serving the accounting needs of Avondale, AZ and the surrounding areas for years. If you need help managing any aspect of your home or business's finances, I want to hear from you.”
In Business Since 2016
Offers Financing Options
Transparent Fees & Pricing
5405 N 99th Ave, Glendale, AZ
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Sentinel Peak Capital

Sentinel Peak Capital

“Sentinel seeks to create an exceptional business, a company with which its employees, customers, investors, and other partners are proud to be associated. We place a high value on relationships. We are straight-shooters, communicating with honesty an...”
In Business Since 2007
4425 W Olive Ave, Glendale, AZ
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Steven O. Jay

Steven O. Jay

“We consult with prospective business owners to help them properly structure their business for optimal tax and operational functionality, and help set up their accounting records. We compile financial statements from the records our clients provide, ...”
In Business Since 2009
7055 W Bell Rd, Glendale, AZ
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Larry B. Betts, CPA

Larry B. Betts, CPA

(30)
  • Money
  • Questions
  • Confident
“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 2011
Licensed, BBB Rating: A+
7330 N 16th St b102, Phoenix, AZ
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Endeavor Advisors

Endeavor Advisors

(28)
Overview, Investment Management, Investment Philosophy
“We're both in our 70's and we're a little stressed out about our current financial situation, but Charles made us feel very confident in our decision to go with him.”
In Business Since 2020
Free Initial Consultation
2801 E Camelback Rd Floor 2 Suite 18, Phoenix, AZ
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Hockett Tax & Payroll Service

Hockett Tax & Payroll Service

(30)
Payroll, Tax Monitoring, Tax Resolution
“After years of struggling with receipts, awful communication & tears of pure frustration with our last tax person, we decided to take our friends recommendation to TRY JEFF.”
In Business Since 2019
Free Initial Consultation
Transparent Fees & Pricing
Family Business
16165 N 83rd Ave, Peoria, 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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