Peoria, AZ

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Peoria, AZ
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Best Financial Advisors in Peoria, AZ

Handpicked from 181 vetted & reviewed Financial Planning & Wealth Management firms in the Peoria area, explore the top 5 leaders in their field among the selected group of 24 finalists.

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Rock Martin Private Wealth Management

Rock Martin Private Wealth Management

(20)
  • Economy
  • Success
  • Relationship
“Unfortunately, I was laid off from my job a year ago, so needless to say it has been stressful for me but Marty answered all my questions and listen to my concerns”
CFP Certified
In Business Since 2008
9784 W Yearling Rd Suite B-1540, Peoria, AZ
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Hockett Tax & Tax Resolution

Hockett Tax & Tax Resolution

(45)
Bookkeeping, Llc/Pllc Set Up With EIN, Audit Protection
“Just knowing that you have an accountant that is so knowledgeable takes a lot of the stress out of business ownership, at least on the accounting side.”
Transparent Fees & Pricing
Free Initial Consultation
In Business Since 2019
Family Business
9125 W Thunderbird Rd #100, Peoria, AZ
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Validus Financial Associates

Validus Financial Associates

(6)
“He also takes the time to help ensure that I fully understand all of the angles of every decision we make, and uses my goals as the driver behind all of our decisions.”
In Business Since 2016
8877 W Union Hills Dr Suite 540 Suite 540, Peoria, AZ
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Independent Wealth Management

Independent Wealth Management

(13)
  • The Office
  • Investment
  • Team
“They are the real deal for full service financial needs.”
In Business Since 2016
9844 W Yearling Rd D-1160, Peoria, AZ
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Precision Mortgage

Precision Mortgage

(8)
  • Home
  • Interest
“We found a great interest rate but also were impressed with how Joe took the time to walk us through the entire process always following up, and even had us ready to close early.”
Transparent Fees & Pricing
In Business Since 2005
7747 W Deer Valley Rd, Peoria, AZ
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Best of 2024

Qualification Criteria for best of Winners

Minimum Overall Score
98 (100)
Minimum Reputation Rank
98.8 Percentile
All of our award winners are based on identifiable facts - reviews, performance, and experience - collected by scientific means. We use this data to assess each business’s essential features, weighting them according to their importance to customers.
Read our methodology
Prominent finalists
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Strategic

Strategic

(1)
Investment Management, Investment Manager Meetings, Financial Planning
“They have helped us with everything from estate planning, to saving for college for our baby boy to having appropriate savings for short term and long term.”
In Business Since 2008
9749, 20542 N Lake Pleasant Rd STE 119, Peoria, AZ
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Clarus Wealth Advisors

Clarus Wealth Advisors

Charitable Giving, Insurance, Retirement Planning
“As entrepreneurs, advisors, and goal-minded individuals just like you, we lead Clarus Wealth Advisors with the same guiding principles we would want a fiduciary to provide for ourselves and for our family members. Together, these principles make up C...”
Licensed
In Business Since 2016
9125 W Thunderbird Rd #100, Peoria, AZ
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Themoneymd.com

Themoneymd.com

“As registered investment advisors, we develop, implement, and manage customized asset allocations after considering our clients' individual financial needs. Our clients' specific goals and objectives, constraints, and expectations determine their lev...”
Family Business
In Business Since 2014
23131 N Lake Pleasant Pkwy, Peoria, AZ
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Summit Wealth Advisors

Summit Wealth Advisors

Business Succession Planning, Insurance, Retirement Planning
“Before we meet, we ask you to spend a little time reflecting on what's truly important. Then, we lead you through a proven process designed to unearth details, create dialog, and build a basis of shared understanding.”
In Business Since 2018
9125 W Thunderbird Rd #100, Peoria, AZ
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Orange Rock Wealth Management

Orange Rock Wealth Management

“Jim began his career as a financial advisor in 1996 with VALIC. He specialized in retirement and distribution planning, as well as financial planning for the not-for-profit community in Arizona. After 13 years of advising for one of the largest finan...”
Licensed
In Business Since 2017
9125 W Thunderbird Rd, Peoria, AZ
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DJM Financial Services

DJM Financial Services

“Please, feel free to browse our website to see the services we offer as well as the many helpful resources we provide. When you are ready to learn more about what we can do for you, we encourage you to”
Transparent Fees & Pricing
In Business Since 2004
2432 W Peoria Ave Ste 1049, Phoenix, AZ
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Kaizen Wealth Management Group

Kaizen Wealth Management Group

(5)
Wealth Management, Insurance & Tax Solutions, Retirement 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.”
Licensed, BBB Rating: A+
In Business Since 2005
18001 N 79th Ave # A15, Glendale, AZ
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C&E Credit Solutions

C&E Credit Solutions

(22)
  • Company
  • Communication
  • Credit Score
“CJ's dedication to his customers is unparalleled; he genuinely cares about each person's financial well-being and treats everyone with the utmost respect and kindness.”
Transparent Fees & Pricing
In Business Since 2023
10000 N 31st Ave, Phoenix, AZ
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Casco Financial Group

Casco Financial Group

“"We help people pursue their dreams. We believe that every person has a goal to be, do or have something and these dreams often have a financial component. We help people create the financial strategies to work toward those goals... and being a part ...”
Licensed, BBB Rating: A+
Accepts All Major Credit Cards
In Business Since 2003
2525 W Carefree Hwy Bld 2, Suite 112, Phoenix, AZ
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Hillspring Financial

Hillspring Financial

(3)
“That is when my wife and I made our decision to have Hillspring Financial help us set financial goals and then help us manage our financial needs to achieve the goals.”
Licensed, BBB Rating: A+
Accepts All Major Credit Cards
In Business Since 1989
Transparent Fees & Pricing
12213 W Bell Rd #209, Surprise, AZ
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EJG CPA Advisors

EJG CPA Advisors

(3)
Tax Services, Services For Quickbooks, Business Services
“Our real estate agent strongly encouraged us to entrust the tax-related matters to the experience and expertise of Randy Olson.”
Accepts All Major Credit Cards
Transparent Fees & Pricing
In Business Since 2003
Offers Financing Options
22849 N 19th Ave, Phoenix, AZ
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Dynamic Wealth Management

Dynamic Wealth Management

(10)
Retirement Planning, Tax Planning, Portfolio Management
“They're more than their personability as they have protective systems that they explain, with humor, at the breakfasts anyone is invited to almost every other week during snow-bird season.”
In Business Since 2011
14749 W Mountain View Blvd #144, Surprise, AZ
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Keys Tactical

Keys Tactical

(10)
  • Results
  • Credit
“They taught me and shared their knowledge of how to repair my credit.”
Transparent Fees & Pricing
In Business Since 2021
2400 N Central Ave Suite 100, Phoenix, AZ
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Prime Wealth Advisors

Prime Wealth Advisors

(29)
  • Legal
  • Roof
  • Compassionate
“If you're looking for a group of actual professionals who have real credentials and take pride in everything they do for their clients, this is the place!”
In Business Since 2015
Serving Peoria Area
Featured

Have you prepared your retirement for a recession? If you’re getting close to retirement age – even if it’s a few years down the road – you’re likely a bit nervous about your retirement funds as well as your overall budget. Recent drops in the market have put a dent in most retirement accounts, and the news is full of talk of recession, which many fear will make the market even more volatile.

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Kratos Financial & Insurance Solutions

Kratos Financial & Insurance Solutions

(9)
Mortgage Protection in Surprise, Life Insurance in Surprise, Surprise Life Insurance
“Bonnie has a 10 year track record with my wife and I and has proven over and over that having a solid financial planner that believes in only providing the best customer service is something everyone needs.”
In Business Since 2015
14848 W Redfield Rd, Surprise, AZ
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Steve Johnston Financial Services

Steve Johnston Financial Services

(6)
Audit Assistance, Representation, Tax Preparation
“Steve is very helpful and a very nice guy!”
In Business Since 2013
6630 N 47th Ave #7, Glendale, AZ
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Your Sure Foundation

Your Sure Foundation

(5)
Get Grounded With Your Financial Health, Avoid Bankruptcy
“My son and I met with Mark Savage at Your Sure Foundation to review our family trust and other documents that our family will need upon the demise of both my wife and I.”
Licensed
In Business Since 2011
12425 W Bell Rd Building D, Suite 111, Surprise, AZ
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Brian Marino, CPA

Brian Marino, CPA

(14)
Business Services, Quickbooks, Tax Preparation
“I had just closed out my parents' estate, and realized how much easier it would be for my daughter if there was an expert who she could turn to when her turn came.”
In Business Since 2018
21620 N 19th Ave a100, Phoenix, AZ
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Winston & Companies

Winston & Companies

(7)
  • 401k
“Winston and Shane helped guide me to retirement through their excellent free classes, personal meetings to develop my "flight plan," and free access to their team of experts for my Trust/Will and Medicare needs.”
In Business Since 2020
3050 Agua Fria Fwy Ste. 210, Phoenix, AZ
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Retirement Planning and Investment Management Services in Peoria, AZ Cost Estimates

Minimum cost
$1210
Maximum cost
$10279
National Average
$3628
Avg Per Hour Rates
$363
$2419
$6651
Average price range is based on 456 cost profiles
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Average Cost $3628
Minimum cost $1210
Maximum cost $10279
Avg Per Hour Rates $363

Average range $2419 to $6651 is based on 456 cost profiles.

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Wealth Management Advisors near Peoria

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