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Key Wealth Management

(1)

“I have been working with caitlyn salloum for 5 years she is very knowledgeable about investing made me a lot of money great reliable customer service sidney does a great job been with other investment firms the last 29 years this one is the best!!!!”

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Wilde Wealth Management Group

(3)

Investments
Fee

“Have been with this group handling my financial portfolio for many,, many years and I am very pleased.”

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Financial Foot Forward

(2)

“I have know and counseled with Doug on a number of different matters over the years and he has always provided thoughtful advice based on my situation.”

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SW Financial Management

(3)

“When my father passed away, she had all the paperwork to me immediately to secure and transfer his accounts to prevent identity theft and other circumstances that could have been financially disastrous.”

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Anderson Team Financial

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Tetrant - Legal | Financial

(49)

Decisions
Will
Documents

“A great plus for me was we were seen at our scheduled appointment times (no sitting around and waiting) and all three appointments were completed in just over six weeks.”

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The 24 firms listed for San Tan Valley, 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: San Tan Valley, AZ

23 of the 24 firms on this page have a rating, from 4.0 to 5.0 across 315 reviews; 1 has 50 or more reviews and 21 are rated 4.5 or higher. When clients rate these firms on specific qualities, they most often praise professionalism (97%), responsiveness (91%) and value (88%). The topics that come up most in reviews of the firms on this page are "knowledge", "trust" and "understanding". 1 is open on Saturdays. The services the firms on this page list most often on their websites are tax planning (3), financial planning (2), investment management (2) and retirement planning (2). 2 show a license on their websites; 2 list staff certifications (CFP) and 2 have a BBB rating of A or A+. Domain records put 14 websites of the firms on this page at ten or more years old; the oldest dates from 1998. 1 offers payment plans and 3 offer a free initial consultation. We have a website on file for 23 of the firms on this page; 21 publish a contact page; 18 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 San Tan Valley listed here?

2 of the 24 firms are located in San Tan Valley. The others come from other towns within 40 mi. Advice is frequently given remotely now, so registration and services matter more than the drive. Distances are straight-line.

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Ralph Willett Cpa, PLC

(7)

Book

“Ralph is tenacious at reseraching the best options for filing, is tenacious at rooting out every possible deduction, always maintaining the highlest level of integrity.”

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Epro Books & Taxes

(30)

Rich
Knowledge
Information

“With her solid experience in the tax/accounting domains, her attention to details and accurate math skills, she helped me identify some missing information.”

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Emparion

(23)

Efficient
Questions
Team

“I learned a lot about the different kinds of retirement plans during my initial call with Paul, and we decided a cash balance plan would be beneficial for my situation.”

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Pro Tax Financial Services

(19)

“But in this age of major hacking and identity theft, insisting on an encryption solution for Email attachments would be a value-added service that enhances confidence and reduces worry.”

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Shoreline Financial Services

(11)

Product
Advisor
Retirement

“He took his time to review our situation and come up with a strategy that would insure we have enough money to retire comfortably and not just to scrape by.”

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East Valley Wealth & Retirement

(13)

Options
Questions
Health

“He is sensitive to the desires we have for our family and is concerned about maximizing our potential earnings so we can retire comfortably and not decrease our quality of life.”

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Desert Valley CPA Taxes & Accounting

(21)

Tax Preparer
Tax Return

“They provide tax and payroll services for my business and personal tax returns and are very attentive to all my requests and questions and respond quickly.”

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Redeem Wealth

(9)

Future
Advice
Team

“I'm afforded a tremendous amount of peace knowing that they're managing our investments and preparing our family for the ever-shortening time between now and our retirement.”

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Solomon Cpa's & Financial Services

(13)

Knowledge

“You are our new go to for accounting and taxes and we couldn't be more happier!!!”

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Wealth Guardian Group

(21)

Tax
Advisor
Estate

“I don't have a ton of money to invest nor am I the largest client they work with but at the end of the day, Jared's level of customer service, responsiveness and availability make me feel just as important as someone with deeper pockets...”

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Rayhons Financial Solutions

Featured

What to Do First: Save Money or Pay-off Debt? The truth behind what to do first is “simply” to do both. That’s the short answer, but it’s a little more complicated than that. Your situation is different than your brother, sister, or neighbors; keeping this in mind you will need to create a plan that works for you. Irby states, “you might need to adopt a blended approach…” (2020). By implementing this blended approach, you should take into consideration your debt, income, and goals.

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Klein Financial

(5)

“Called Klein Financial, LLC with a question regarding financial planning; my call was returned the following day at the exact time the receptionist told me to expect the callback.”

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Miller Wealth Management

(5)

Retired
Team

“He has helped us plan for our retirement and feel more prepared for any of our plans and family changes as they have come along-both expected and the unexpected.”

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Roberts Tax and Retirement Planning

(8)

“Very knowledgeable.”

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Security First Financial

(3)

“I've been pleased with the knowledge and experience shown and I look forward to working with him.”

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Larry Turner, CPA

(2)

“I did turbo tax before I found them and the difference is pretty substantial as far as what I thought I would get refunded or owe- you're going to be much better off here instead of turbo tax.”

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Rise Financial Group

(1)

“I have very high confidence in his financial services and would not hesitate to refer my clients, friends and family to him.”

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Manwaring Wealth Management

(1)

“Check him out lots of different services, he could help you with.”

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Average Cost	$3479
Minimum cost	$1160
Maximum cost	$9855
Avg Per Hour Rates	$348

Best Financial Advisors near San Tan Valley, AZ

Key Wealth Management

Wilde Wealth Management Group

Financial Foot Forward

SW Financial Management

Anderson Team Financial

Tetrant - Legal | Financial

Area overview: San Tan Valley, AZ

Ralph Willett Cpa, PLC

Epro Books & Taxes

Emparion

Pro Tax Financial Services

Shoreline Financial Services

East Valley Wealth & Retirement

Desert Valley CPA Taxes & Accounting

Redeem Wealth

Solomon Cpa's & Financial Services

Wealth Guardian Group

Rayhons Financial Solutions

Klein Financial

Miller Wealth Management

Roberts Tax and Retirement Planning

Security First Financial

Larry Turner, CPA

Rise Financial Group

Manwaring Wealth Management

Retirement Planning and Investment Management Services in San Tan Valley, AZ Cost Estimates

Why these companies made our list

Financial Advisors near San Tan Valley

Popular in San Tan Valley