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Kaizen Wealth Management Group
- Estate Planning
“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.”
Best Financial Advisors in Glendale, AZ
24 firms listed · 14 in Glendale · 6 open weekends · 17 rated 4.5+
Data verified October 18, 2026
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Steve Johnston Financial Services
- Taxes
“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.”
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Tiffany E. Lum, Cpa, CFP
“She does such a great job, that when we moved out of state for a couple of years, we still had her do them.”
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London Bridge Group
“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.”
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AZ Legacy Wealth
“He is a wonderful teacher and really explains everything in an understandable way.”
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WJ Wealth Management
“Thanks for making sense of my investment!”
The 24 firms listed for Glendale, 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: Glendale, AZ
Of the 24 firms we list here, 14 are in Glendale itself and 10 come from towns including Phoenix (7, 8 mi), Peoria (1, 15 mi) and Surprise (1, 15 mi). 20 of the firms on this page have a rating, from 4.0 to 5.0 across 390 reviews; 2 have 50 or more reviews and 17 are rated 4.5 or higher. 6 are open on Saturdays. 2 list staff certifications (CFP) and 4 have a BBB rating of A or A+. Domain records put 15 websites of the firms on this page at ten or more years old; the oldest dates from 1997. 2 offer payment plans; 1 offers a free initial consultation and 1 is family- or locally-owned. We have a website on file for 22 of the firms on this page; 22 publish a contact page; 20 list a public email and 4 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.
Why are financial advisers outside Glendale listed here?
14 of the 24 firms are located in Glendale. The others come from other towns within 15 mi. Advice is frequently given remotely now, so registration and services matter more than the drive. Distances are straight-line.
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Fleming Wealth Strategies
“Whenever I have a question he is always available and takes the time to explain things for however long it takes.”
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Keystone Capital Management Group
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Arrowhead Wealth Partners
“Worked with the whole team to get my 401K up to speed.”
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McBee Advisors
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Integrity Financial Group
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Skyway Capital
“Very nice and professional, and was really attentive to me!”
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Investment Brothers
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Carl F Petersen
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Endeavor Advisors
- Financial Advisor
- Retirement
- Questions
“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...”
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Arete Financial Solutions
- 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.”
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Montini & Co Tax Advisory Group
- 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.”
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Velocity Wealth Management
- Insurance
- Team
- Job
“) I can't recommend enough working with Velocity to set yourself up to increase today's cash flow while also increasing what you will have in whatever you call your retirement.”
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Mitchell's Tax Service
“Best tax service around, we've been going here for years!”
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CUE Financial Group
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Hillspring Financial
“When you work with the staff of Hillspring Financial, you not only receive sound and practical financial advice but also the peace of mind knowing their first priority is what's best for you.”
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Rock Martin Private Wealth Management
- Confident
- Questions
- 2008
“His knowledge of current market conditions and experience through past bear and bull markets enables him to provide sound advice and options to be successful in all market conditions.”
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EJG CPA Advisors
“We have been using Olson CPA's for over 15 years both for our Contracting Business, personal/family trust, Real Estate and "simple" taxes.”
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Farnam Financial
- Expertise
- Financial Advisor
- Knowledge
“After introductory phone calls with both firms, I chose Farnam because I like their investment strategy of using low fee index funds and I liked the idea of working with a local person.”
Why these companies made our list
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