Southwestern Retirement Planning Advisors
“Kurt was full of helpful knowledge in helping me understand the priorities and needs I have in my life situation.”
Best Financial Advisors near Maricopa, AZ
There are no firms listed in Maricopa itself yet; the 10 below are the closest options, from towns including Chandler (5, 19 mi), Sun Lakes (2, 15 mi) and Phoenix (2, 37 mi).
2 open weekends · 7 rated 4.5+ · 1 shows a license
Data verified October 17, 2026
Target Retirement Services
Independent Financial Group
Dynamic Wealth Partners
J. Martin Wealth Management
“He was friendly and knowledge and was able to answer a lot of my questions during the initial phone call.”
Ralph Willett Cpa, PLC
“He was so patient and even went further into the details of the request to save us additional money that we thought we owed.”
The 10 firms listed for Maricopa, 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: Maricopa, AZ
8 of the 10 firms on this page have a rating, from 4.0 to 5.0 across 94 reviews; 7 are rated 4.5 or higher. 2 are open on Saturdays and 1 on Sundays. 1 shows a license on its website and 2 have a BBB rating of A or A+. 7 have ten or more years of experience, the longest 22 years. 2 offer payment plans; 1 offers a free initial consultation and 1 is family- or locally-owned. We have a website on file for all 10 of the firms on this page; all 10 publish a contact page; 8 list a public email and 3 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 Maricopa take financial planning bookings online?
3 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.
K. A. Lindow, CPA
“Ken showed me how I could tap into my retirement and not taking one single hit by IRS and start a business by using a program called ROBS "Roll Over Business Start-ups ".”
Desert Valley CPA Taxes & Accounting
“Very professional and I love that they use all secured portal to download documents.”
Wealthnest Tax Services
“If you're looking for a financial planner or tax person or both, Wealthnest is the place to go!”
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Copper Sun Financial
“I haven't always been consistent with the plans she's created for me but she's been so patient and has broken every single thing down for me to understand.”
Why these companies made our list
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