Phoenix, AZ

Popular Cities

Phoenix, AZ
Join as a Pro

Best Financial Advisors in Phoenix, AZ

The highest-rated Financial Planning & Wealth Management companies out of 165 vetted & reviewed in the Phoenix area.

View Profile
Larry B. Betts, CPA

Larry B. Betts, CPA

(30)
  • Tax Returns
  • Money
  • Job
“They just redid my taxes from 2 years ago that were done from a different CPA, and low and behold, I kid you not, I ended up getting tens of thousands of dollars back from the IRS.”
Licensed, BBB Rating: A+
In Business Since 2011
7330 N 16th St b102, Phoenix, AZ
i
View Profile
Endeavor Advisors

Endeavor Advisors

(28)
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
i
View Profile
Profound Financial

Profound Financial

(9)
Part-Time CFO Services, Business Advisory, Payroll
“Over the years, Profound has been of great benefit in providing courteous, professional, highly technical support in guiding our businesses through the complex maze of ever changing tax law.”
Offers Financing Options
Transparent Fees & Pricing
Accepts All Major Credit Cards
In Business Since 1952
11225 N 28th Dr b214, Phoenix, AZ
i
View Profile
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
Accepts All Major Credit Cards
In Business Since 1970
5300 N Central Ave #200, Phoenix, AZ
i
View Profile
K. A. Lindow, CPA

K. A. Lindow, CPA

(9)
Pension Plans, Self-Directed 401(K) Plans, Internal Factoring Self-Directed
“He explained to me how it works, what I can do if I want to start up another business, and how to execute it in a totally different way than I did my last business.”
Remote Consultations Available
Transparent Fees & Pricing
Accepts All Major Credit Cards
In Business Since 2009
14855 S 46th St., Phoenix, AZ
Featured

CPA Certificate vs License This article will discuss the difference between a CPA certificate and a CPA license. To many, these two designations don't have any distinction and can interchangeably use one another. However, this isn't correct. Having a CPA license greatly differs from having a CPA certificate. Let us get into the details. K.A. Lindow CPA 14855 S. 46th St. Phoenix, AZ 85044 Website:...

i
View Profile
Velocity Wealth Management

Velocity Wealth Management

(20)
  • Investment
  • Insurance
  • Questions
“He is clearly very knowledgeable and takes the time to educate his clients about investments, the thought process behind his company's decisions, and how to think in the long-term.”
Licensed
In Business Since 2017
5080 N 40th St #400, Phoenix, AZ
i
View Profile
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 2003
2525 W Carefree Hwy Bld 2, Suite 112, Phoenix, AZ
i
View Profile
Veriti Consulting

Veriti Consulting

(1)
Elder Financial Abuse, Insurance Fraud Investigation, Economic Damages
“Veriti Consulting provide forensic accounting services that are the best in the industry.”
Accepts All Major Credit Cards
Licensed
In Business Since 2010
10429 S 51st St Ste. 202, Phoenix, AZ
i
View Profile
One Plus Tax & Accounting

One Plus Tax & Accounting

(2)
ERC, Bank Financing, Startup Services
“Efficient service, very professional!!”
Offers Financing Options
Transparent Fees & Pricing
Accepts All Major Credit Cards
In Business Since 2013
1747 E Morten Ave STE 306, Phoenix, AZ
i
View Profile
Richard Avellone

Richard Avellone

(1)
“Taxes can be confusing and overwhelming, I really appreciate the time Richard took to explain everything and ensure we were all on the same page.”
Free Initial Consultation
Offers Financing Options
Transparent Fees & Pricing
In Business Since 2013
5070 E, N 40th St Suite 200, Phoenix, AZ
i
View Profile
Raymond James

Raymond James

(1)
Asset Allocation, Cash Management, Pension Plans
“If you're looking for financial help from people who truly stand behind you,call Ellen Dean financial.”
DEAN, CFP Certified
In Business Since 1999
1118 E Missouri Ave b3, Phoenix, AZ
i
View Profile
Active Money Management

Active Money Management

(1)
“I highly recommend them to anyone who needs financial guidance and/ or tax advice.”
Licensed, BBB Rating: A+
11811 N Tatum Blvd #2200, Phoenix, AZ
i
View Profile
Keys Tactical

Keys Tactical

(7)
  • 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
i
View Profile
Debt Advisors

Debt Advisors

(1)
“They train us so we can go to new places but they treat us so good we do not ever want to leave this company.”
Licensed, BBB Accredited
In Business Since 2017
722 E Osborn Rd, Phoenix, AZ
i
View Profile
Financial Planning Unlimited

Financial Planning Unlimited

(2)
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 1983
4545 N 12th St, Phoenix, AZ
i
View Profile
Financial Life Planners

Financial Life Planners

(6)
Medicare
“From a young age the value of money was never really explained, and as I've gotten older I've come to learn the importance of having a solid idea of where my cashflow is going.”
In Business Since 2003
10429 S 51st St Suite 220, Phoenix, AZ
i
View Profile
HIG Consulting

HIG Consulting

(1)
“I've being working with HIG for more than 10 years now.”
Offers Financing Options
Transparent Fees & Pricing
In Business Since 2010
5333 N 7th St B114, Phoenix, AZ
i
View Profile
USA

USA

(5)
Individuals, Tax Planning, Financial Statements
“Best accountant around!”
In Business Since 2008
1238 E Chandler Blvd Suite 103, Phoenix, AZ
i
View Profile
Surevest Private Wealth

Surevest Private Wealth

(1)
Situational Planning, Wealth Management, Private CFO
“Very attentive to my financial and social needs.”
Remote Consultations Available
In Business Since 2005
2425 E Camelback Rd #890, Phoenix, AZ
FAQs
How often do we meet?
There is no limit to the number of meetings you can have with our firm. We believe financial planning is a dynamic process. There will be years when tax law changes, job changes, the purchase or sale of a home, or any other life-changing event may require more one-on-one time. We want to be available when you need us.
Can I hire you for investment management only or to consult on my current investments?
Our investment division can create customized investment solutions for high-net worth and institutional investors. This includes family office, pensions and corporate retirement plans.
Where are your offices located?
Our corporate office, including our investment and trading group, is located in Century City, CA Our Phoenix branch office is located in the Biltmore neighborhood. At Surevest, we pride ourselves on a robust technology platform that enables our advisors to seamlessly service clients all across the U.S.
Get the answers to more questions on the FAQ page on our website.
i
View Profile
Lisa M. Wheeler CPA

Lisa M. Wheeler CPA

(4)
Tax Planning, Recordkeeping, Financial Planning
“She makes time for you, when you need it, not when it's convenient for her!”
In Business Since 2012
11811 N Tatum Blvd Suite P199, Phoenix, AZ
i
View Profile
Brian Marino, CPA

Brian Marino, CPA

(14)
Estate and Retirement, Quickbooks, Business Services
“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
i
View Profile
Strategy Financial Group

Strategy Financial Group

(8)
  • Family
  • Expertise
  • Team
“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.”
In Business Since 2009
7010 E Chauncey Ln Suite 130, Phoenix, AZ
i
View Profile
Smarter Divorce Solutions

Smarter Divorce Solutions

(8)
  • Financial
  • Mediation
“Not only was she great at mediating my divorce but also her knowledge with my investment portfolio was and has been significant!”
CLHMS, CNE, CDC Certified
40+ Years Experience
5110 N 40th St Suite 109, Phoenix, AZ
i
View Profile
Thomas S Holly CPA

Thomas S Holly CPA

(3)
Accountants
“Thom is a great CPA and businessman.”
Free Initial Consultation
Accepts Debit, Check, Cash
In Business Since 2012
3033 N 44th St Suite 130, Phoenix, AZ
i

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
Embed on your site

Your Embed Code

Click to copy
Successfully copied!
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.

Why these companies made our list

Is this page useful? Yes
No
Is there anything wrong with this page?

Wealth Management Advisors near Phoenix

Popular in Phoenix

, AZ
Back To Top