Phoenix, AZ

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Phoenix, AZ
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Best Financial Advisors in Phoenix, AZ

Handpicked from 165 vetted & reviewed Financial Planning & Wealth Management firms in the Phoenix area, explore the top 5 standout choices among the selected group of 24 finalists.

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Velocity Wealth Management

Velocity Wealth Management

(29)
  • Decisions
  • Insurance
  • Educate
“When I initially looked for a financial advisor, I spoke with nearly 30 different people and companies trying to find someone with empathy, foresight, and a devotion to excellence.”
In Business Since 2017
5080 N 40th St #400, Phoenix, AZ
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Provision, PLC

Provision, PLC

(47)
Tax Preparation, Tax Consulting, Full Service Accounting
“The Pro Vision team is professional, has great systems in place, continually educates themselves, continually educates their clients, and knows what they are talking about when it comes to taxes and building wealth.”
Licensed, BBB Rating: A+
In Business Since 2000
382 E Palm Ln Suite 100, Phoenix, AZ
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Larry B. Betts, CPA

Larry B. Betts, CPA

(48)
  • Money
  • Confident
  • Tax Returns
“Tax time is always dreadful and we have been looking for a CPA to sit down with us, explain the in's and outs, and help us figure out our best routes.”
Licensed, BBB Rating: A+
In Business Since 2012
7330 N 16th St b102, Phoenix, AZ
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Endeavor Advisors

Endeavor Advisors

(48)
Financial Planning, 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.”
Free Initial Consultation
In Business Since 2020
2801 E Camelback Rd Floor 2 Suite 18, Phoenix, AZ
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Integrated Accounting Services

Integrated Accounting Services

(8)
Services For Quickbooks, 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.”
Offers Financing Options
Transparent Fees & Pricing
Licensed, BBB Rating: A+
In Business Since 2006
1515 E Missouri Ave STE 203, Phoenix, AZ
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Best of 2025

Qualification Criteria for best of Winners

Minimum Overall Score
97 (100)
Minimum Reputation Rank
98.1 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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Montini & Co Tax Advisory Group

Montini & Co Tax Advisory Group

(16)
  • Taxes
  • Financial Planning
  • Investment
“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.”
Licensed, BBB Rating: A+
In Business Since 2019
11811 N Tatum Blvd UNIT 1090, Phoenix, AZ
Featured

Montini & Co Tax Advisory Group Advisory provides in-house retirement and licensed tax planners that offer comprehensive financial planning and tax services with an upfront pricing structure that hasn’t changed in years. We're confident we can help you with your tax preparation and planning. Call to get your tax appointment scheduled!

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Reliant Law Group

Reliant Law Group

(31)
  • Questions
  • Explanations
  • Team
“During my meetings with various team members, including attorneys, paralegals, and staff, I found everyone to be highly professional, knowledgeable, and detail-oriented.”
Licensed
In Business Since 2023
4745 N 7th St, Phoenix, AZ
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Strategy Financial Group

Strategy Financial Group

(8)
Financial Planning
“I needed to start lining up my finances for retirement, but I wasn't sure how to put together a financial plan that would help me retire when and how I want.”
Accepts All Major Credit Cards
Licensed, BBB Rating: A+
In Business Since 2015
7010 E Chauncey Ln STE 130, Phoenix, AZ
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C&E Credit Solutions

C&E Credit Solutions

(22)
  • Credit Repair
  • Communication
  • Company
“In just 1 months time i witnessed a jump in my credit score and his willingness to commit to helping me make the best decisions to set me up in life are impeccable.”
Transparent Fees & Pricing
In Business Since 2023
10000 N 31st Ave, Phoenix, AZ
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Mitchell's Tax Service

Mitchell's Tax Service

(23)
“The only tax place i will ever use”
In Business Since 2003
8648 W Cypress St, Phoenix, AZ
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Chavez Financial Management

Chavez Financial Management

(21)
  • Team
  • Company
  • Financial Advice
“Also, great costumer service and the CPA I worked with was very knowledgeable and knew his stuff and got me the most I've ever gotten back on my taxes!”
In Business Since 2021
1 N 1st St, Phoenix, AZ
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CUE Financial Group

CUE Financial Group

“Trust. Honesty. Integrity. We believe values matter, and we live by ours every day.”
Licensed, BBB Rating: A+
In Business Since 1990
3200 N Central Ave #200, Phoenix, AZ
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K. A. Lindow, CPA

K. A. Lindow, CPA

(8)
Pension Plans, Self-Directed 401(K) Plans, Internal Factoring Self-Directed
“Met Ken at a Renatus event, if you are looking to connect with some one that knows real estate investing and self directed retirement plans he's your guy.”
Remote Consultations Available
Transparent Fees & Pricing
Accepts All Major Credit Cards
In Business Since 2008
14855 S 46th St., 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 ...”
Accepts All Major Credit Cards
Licensed, BBB Rating: A+
In Business Since 2002
2525 W Carefree Hwy Bld 2, Suite 112, Phoenix, AZ
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Price Kong Cpas, Consultants

Price Kong Cpas, Consultants

(20)
Covid-19 Resource Center, Accounting Consulting, Attest
“Price Kong is more than just an accounting firm, it is like having your own personal CFO looking out for your best interest in every financial aspect of your life.”
Transparent Fees & Pricing
Average Price Tag
Accepts All Major Credit Cards
In Business Since 1973
5300 N Central Ave # 200, Phoenix, AZ
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Weintraub & Schanck

Weintraub & Schanck

Services For Quickbooks, Tax Services, Business Services
“Take a look at our Home page. Weintraub & Schanck, P.C. is a full service tax, accounting and business consulting firm located in Chandler, AZ.”
Free Initial Consultation
Offers Financing Options
Transparent Fees & Pricing
In Business Since 2004
7010 E Chauncey Ln, Phoenix, AZ
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EJG CPA Advisors

EJG CPA Advisors

(3)
Industries, Services For Quickbooks, Tax Services
“Chris and Randy have done a very good job for me in the past.”
Offers Financing Options
Transparent Fees & Pricing
Accepts All Major Credit Cards
In Business Since 2004
22849 N 19th Ave, Phoenix, AZ
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Farnam Financial

Farnam Financial

(11)
Income Planning, Portfolio Management, Retirement Planning
“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.”
In Business Since 2019
2415 E Camelback Rd Suite 700, Phoenix, AZ
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Raymond James

Raymond James

(1)
Investment Strategies, Retirement Planning, Financial Planning
“If you're looking for financial help from people who truly stand behind you,call Ellen Dean financial.”
Licensed, BBB Rating: A+
In Business Since 2002
1118 E Missouri Ave b3, Phoenix, AZ
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R. Steven Rhue CPA

R. Steven Rhue CPA

(2)
Payroll, Tax Services, Business Services
“Fair and professional and very courteous staff.”
Offers Financing Options
Transparent Fees & Pricing
Accepts All Major Credit Cards
In Business Since 1989
3550 N Central Ave # 1000, Phoenix, AZ
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Keys Tactical

Keys Tactical

(10)
  • Results
  • Credit
“I wasn't sure about this at first, but after talking with Keylani Ortiz and her staff I felt very reassured.”
Transparent Fees & Pricing
In Business Since 2021
2400 N Central Ave Suite 100, Phoenix, AZ
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Copper Sun Financial

Copper Sun Financial

(9)
Annuities, Life & Medicare, Personal Lines
“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.”
In Business Since 2022
4425 E Agave Rd #122, Phoenix, AZ
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Kramer Public Accounting Group

Kramer Public Accounting Group

(1)
Industries, Services For Quickbooks, Tax Services
“Jeanette is easily the best and most knowledgeable CPA in Phoenix.”
Free Initial Consultation
Transparent Fees & Pricing
Accepts All Major Credit Cards
In Business Since 1989
3420 E Shea Blvd ste 175, Phoenix, AZ
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Financial Planning Unlimited

Financial Planning Unlimited

(3)
Useful Links, Financial Calculators, Videos
“I used to think I had a good handle on the financial industry and what I should be doing with my retirement accounts however after working with Jeff; I now have a greater understanding of my investments and accounts.”
Family Business
Accepts All Major Credit Cards
CFP Certified
In Business Since 1984
4545 N 12th St, Phoenix, AZ
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Retirement Planning and Investment Management Services in Phoenix, AZ Cost Estimates

Minimum cost
$1249
Maximum cost
$10613
National Average
$3746
Avg Per Hour Rates
$375
$2497
$6867
Typical price range is based on 426 cost profiles
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Average Cost $3746
Minimum cost $1249
Maximum cost $10613
Avg Per Hour Rates $375

Typical range $2497 to $6867 is based on 426 cost profiles.

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