View Profile

Wealthability

(42)

Wealth Strategy, Tax Strategy

“Grocery store for five years, owned and rented out houses, apartments, four Plex, and eight Plex, and duplex, for the past 25 years and I still have two houses I am renting out.”

i

View Profile

Accupro Advisors

(49)

Company
Questions
Financial

“My husband and I have been clients of Accu Pro Advisors for many years, and have always had a positive experience, whether in person, over the phone, or via email.”

i

View Profile

All States Tax & Accounting

(7)

In-Housepayroll Servicesfinancial Planning, Localbookkeeping: Write-up, Electronic Filingtax Preparation: Individual

“Pam and crew at all states has been handling my business taxes for 15+ years and my personal and some of my coworkers personal taxes for almost as long.”

i

View Profile

Appenzeller & Associate, Cpas

(6)

Services For Quickbooks, Tax Services, Business Services

“They are professional and up to date on all the current tax regulations.”

i

View Profile

Johnson Financial Advisors

(11)

Real Estate Listings, Real Estate

“I worked for 43 years at Caterpillar Tractor in East Peoria Illinois as an electrician, I needed an advisor to help me use the money earned to its fullest.”

Featured

Secure your family's future and leave a lasting legacy by starting your legacy planning journey today. With our expert guidance, you can ensure your values and goals are preserved for generations to come, providing peace of mind and a meaningful impact on your loved ones' lives. Connect with us now to take the first step towards shaping your enduring legacy. #Legacy Planning #Family Wealth #Generational Wealth #Estate Planning #Financial Legacy #Future Generations #Legacy Goals #Preserve Your Legacy #Family Values #Wealth Transfer #Financial Planning...

i

View Profile

Mansperger Patterson and McMullin

(3)

Industries, Tax Services, Business Services

“Highly recommend.”

i

View Profile

Martinsen Wealth Management

(12)

IRA
Questions
Information

“Lane was patient in answering my questions, explained the best options for my future planning and provided visuals so it was more clearer for me to understand.”

i

View Profile

Professional Tax & Accounting

(3)

“We used the same tax person for over 25+ years but they retired and had to find someone new.”

i

View Profile

GB Tax CPA

(1)

“I used her for both my personal and business accounts and everything is done in a timely manner and with a fair price.”

i

View Profile

Momentum Financial Partners

(1)

Videos, Who We Serve, Client Login Portal

“Amazing company with personalized financial plans.”

i

View Profile

Redpoint Wealth Management

(1)

“Found them through Dave Ramsey, I highly recommend Redpoint Wealth Management.”

i

View Profile

JMF Financial Services

(2)

“Lupe does a fantastic job every year on my taxes!”

i

View Profile

Summit Financial Solutions

(2)

“I wholeheartedly recommend Nestor to anyone seeking a skilled financial planner who combines professionalism, expertise, and a genuine passion for helping clients achieve their financial goals.”

i

View Profile

Graystone Partners Wealth Management

(1)

“Staff are so friendly and Jerry and Janette really show that they care about every client.”

i

View Profile

Pinnacle Financial Advisors

“Securities offered through United Planners Financial Services, Member FINRA/SIPC. Advisory Services offered through Seros Financial, LLC. Pinnacle Financial Advisors, Seros Financial, and United Planners are independent companies. For information con...”

i

View Profile

Legacy Wealth Alliance

(1)

Estate Conservation & Distribution Planning, Retirement Planning, Investment Planning

“I trust them to give me the advice and guidance that is necessary for me to achieve my goals for retirement.”

FAQs

How do I know if I have enough money to retire?

A financial advisor can assist you in making sure you have enough money to last throughout your retirement by developing a strategic plan. Having a strategic plan will allow you to consider your current income and taxes today and what your income and taxes will be in retirement.

What is a time horizon?

Time horizon refers to the amount of time a person has to achieve for a goal or event. Time horizon in investing is used as a factor in determining how much money to set aside to reach a goal.

What is Risk in Investing?

Risk in investing is measured by standard deviation equation, which is a statistical measurement tool. Standard deviation measures how volatile an investment is compared to its average price.

What is the difference between asset allocation and diversification?

Asset allocation is the way in which assets are distributed with your portfolio to align with your goals and objectives. Diversification reflects the different asset allocations in your portfolio or not having all your eggs in one basket. Considering an investors goal, time horizon and risk tolerance a financial planner will help you develop a plan to be able to best diversify in different type of funds or securities in order to reduce risk to achieve your goals. Each plan is custom for each investor as every investor has different goals, risk tolerance and time horizon for investing.

You can find more info on the FAQ page of our website.

i

View Profile

Sonora Investment Management

Investment Management, Financial Planning

“Sonora Investment Management is a boutique money management firm, whose advisory team has been working together since 1986. Sonora Investment Management has been a Focus partner firm since 2021. Managing over $1.5 billion in assets as of January 2023...”

i

View Profile

Seacat Financial Services

Retirement Consulting, Wealth Management

“We're an independent practice serving the diverse needs of clients like you: individuals, families, and business owners. We believe in creating relationships that are built to last. Integrity and trust matter, and they're at the core of everything we...”

i

View Profile

Nama J Omais CPA

“We are a full-service Accounting firm licensed in AZ. We offer a broad range of services for business owners, executives, and independent professionals. We are affordable, experienced, and friendly. Please call us today - we'll be happy to offer you ...”

i

View Profile

Intrinsic Wealth Counsel

(1)

“Nobody better in the business”

i

View Profile

Del Sol Credit Restoration L.l.c.

“It is impossible to start down the road to correcting your credit without knowing what is on your credit.Everyone has three credit reports — one from each of the3 major credit bureaus: Experian, Equifax and TransUnion. In reviewing your credit report...”

i

View Profile

Lincoln Investment

Stages Of Investing, Tax Resources, Tax Strategies

“If you are age 50 or older and are planning to retire in the next 5 years, or already retired, you are in the RETIREMENT REDZONE and we can help. We want our clients to maximize their benefits, minimize their taxes, and right size their investment ri...”

i

View Profile

Epay Management

“Our success is a direct result of the success of our sales and referral partners. it is in our best interest to provide the highest level of support possible, ensuring that our partners have the knowledge, the tools and confidence necessary to give t...”

i

View Profile

Fullerton Financial Planning

Retirement Planning, Investment Management, Medicare Planning

“Our team's holistic approach focuses on more than just equities, annuities, real estate and other investment vehicles intended to generate supplemental retirement income. We develop long-term strategies that encompass every component related to finan...”

i

Average Cost	$3644
Minimum cost	$1215
Maximum cost	$10323
Avg Per Hour Rates	$365

Best Financial Advisors in Tempe, AZ

The highest-rated Financial Planning & Wealth Management companies out of 141 vetted & reviewed in the Tempe area.

Wealthability

Accupro Advisors

All States Tax & Accounting

Appenzeller & Associate, Cpas

Johnson Financial Advisors

Mansperger Patterson and McMullin

Martinsen Wealth Management

Professional Tax & Accounting

GB Tax CPA

Momentum Financial Partners

Redpoint Wealth Management

JMF Financial Services

Summit Financial Solutions

Graystone Partners Wealth Management

Pinnacle Financial Advisors

Legacy Wealth Alliance

Sonora Investment Management

Seacat Financial Services

Nama J Omais CPA

Intrinsic Wealth Counsel

Del Sol Credit Restoration L.l.c.

Lincoln Investment

Epay Management

Fullerton Financial Planning

Retirement Planning and Investment Management Services in Tempe, AZ Cost Estimates

Why these companies made our list

Wealth Management Advisors near Tempe

Popular in Tempe