Best Financial Advisors in Carefree, AZ

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List of Firms

Carefree, AZ Fiduciary Financial Advisors

SEC File# 801-6358
CRD# 877
Location 36800 Sidewinder Rd b11, Carefree, AZ 85377, USA
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Kneller Financial Group LLC
Location 5606 E Desert Winds Dr, Cave Creek, AZ 85331, USA
Phone (480) 488-1048
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Edward Jones - Financial Advisor: Jamie Fort, CFP®
5 out of 5
Location 3134 W Carefree Hwy Suite 12, Phoenix, AZ 85086, USA
Phone (623) 580-3956
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I Investment Group Inc
Location 36800 Sidewinder Rd, Carefree, AZ 85377, USA
Phone (480) 575-6555
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Edward Jones - Financial Advisor
SEC File# 801-3297
CRD# 250
5 out of 5
Location 4815 E Carefree Hwy Suite 103, Cave Creek, AZ 85331, USA
Phone (480) 488-2821
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Padgett Business Services
Location 748 Easy St, Carefree, AZ 85377, USA
Phone (602) 770-5765
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Kendrick Wealth Management
Location 36600 N Pima Rd # 104, Carefree, AZ 85377, USA
Phone (480) 887-8888
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Riley Higgins & Associates, LLC
Location 7518 E Elbow Bend Rd B5, Carefree, AZ 85377, USA
Phone (480) 581-8545
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Wells Fargo Advisors
Location 100 Easy St, Carefree, AZ 85377, USA
Phone (480) 488-3333
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Edward Jones - Financial Advisor
SEC File# 801-3297
CRD# 250
Location 34597 N 60th St STE 108, Scottsdale, AZ 85266, USA
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Boulder View Capital
Location 4310 E Happy Coyote Trail, Cave Creek, AZ 85331, USA
Phone (480) 859-6896
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UCS Financial Services
Location 7202 E Carefree Dr, Carefree, AZ 85377, USA
Phone (480) 488-1530
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Uandi Management Group Llc
Location 7100 E Cave Creek Rd, Cave Creek, AZ 85331, USA
Phone (480) 595-4787
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Walker & Armstrong LLP
Location 36600 N Pima Rd #305, Carefree, AZ 85377, USA
Phone (480) 488-3608
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Clarke Advisors LLC
Location 7275 Easy St #107, Carefree, AZ 85377, USA
Phone (602) 284-8401
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Equipoint Financial Network
Location 6459 Shooting Star Way, Scottsdale, AZ 85266, USA
Phone (480) 699-7735
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Edward Jones - Financial Advisor: Joshua B Lewis
Location 34597 N 60th St Suite 108, Scottsdale, AZ 85266, USA
Phone (480) 245-6577
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Four Points Financial Management
5 out of 5
Location 34522 N Scottsdale Rd Suite 416, Scottsdale, AZ 85266, USA
Phone (480) 227-7756
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Rosenthal Financial Services
5 out of 5
Location 5938 Windstone Trl, Cave Creek, AZ 85331, USA
Phone (480) 473-3774
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Paladin Digital Marketing
Location 32531 N Scottsdale Rd Ste 105-177, Scottsdale, AZ 85266, USA
Phone (602) 666-6316
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Financial Associates
Location 7951 E Pinnacle Vista Dr, Scottsdale, AZ 85266, USA
Phone (602) 318-9642
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Cave Creek Financial Associates
Location 5405 E New River Rd, Cave Creek, AZ 85331, USA
Phone (480) 256-2595
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The BENNETT Agency - COUNTRY Financial
5 out of 5
Location 7100 E Cave Creek Rd Ste 108, Cave Creek, AZ 85331, USA
Phone (480) 998-8209
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American Financial Associates
5 out of 5
Location 20622 N Cave Creek Rd UNIT 122, Phoenix, AZ 85024, USA
Phone (602) 867-7977
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Equitable Financial Group LLC
Location 6619 Ashler Hills Dr, Cave Creek, AZ 85331, USA
Phone (480) 595-0000
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Foothills Financial
1 out of 5
Location 7275 Easy St, Carefree, AZ 85377, USA
Phone (480) 488-1055
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Invest Smart USA, Inc
Location 7440 E Pinnacle Peak Rd Ste 144, Scottsdale, AZ 85255, USA
Phone (480) 389-0111
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Crescent Wealth Counsel
Location 39401 N Spanish Boot Rd, Carefree, AZ 85377, USA
Phone (480) 575-2784
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Edward Jones - Financial Advisor: Nathan Breese, AAMS™
SEC File# 801-3297
CRD# 250
Location 37555 N Hum Rd Suite 205, Carefree, AZ 85377, USA
Phone (480) 595-2041
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Foothills Accounting
5 out of 5
Location 6702 E Cave Creek Rd #4, Cave Creek, AZ 85331, USA
Phone (480) 488-3825
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Cantrell Financial Strategies
Location 5784 E Dusty Coyote Cir, Scottsdale, AZ 85266, USA
Phone (480) 734-1256
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360 Wealth Management, Inc.
5 out of 5
Location 10037 E Dynamite Blvd suite c-110, Scottsdale, AZ 85262, USA
Phone (480) 588-8522
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Edward Jones - Financial Advisor: Sarah Finelli
Location 3655 W Anthem Way B-143, Anthem, AZ 85086, USA
Phone (623) 551-0523
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Adams Kvittem-Barr & Assoc CPAs, LLP
5 out of 5
Location 7518 E Elbow Bend Rd # A7, Carefree, AZ 85377, USA
Phone (480) 488-5255
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Russell Lodging Advisors
Location 4815 E Carefree Hwy Suite 108-114, Cave Creek, AZ 85331, USA
Phone (619) 206-3705
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JRA Investments LLC
Location 8215 E Nightingale Star Dr, Scottsdale, AZ 85266, USA
Phone (480) 575-6607
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Gush & Associates, LLC
5 out of 5
Location 34522 N Scottsdale Rd ste 120-243, Scottsdale, AZ 85266, USA
Phone (480) 666-5511
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Plum Business Finance
Location 3120 W Carefree Hwy, Phoenix, AZ 85086, USA
Phone (602) 494-4444
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Solid Rock Wealth Management, Inc.
Location 9664 E Sidewinder Trail, Scottsdale, AZ 85262, USA
Phone (480) 681-0333
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Edward Jones - Financial Advisor: Mike Feeney, AAMS®
Location 8787 E Pinnacle Peak Rd #112, Scottsdale, AZ 85255, USA
Phone (480) 502-0091
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Carefree Capital Inc
Location 7301 E Sundance Trail, Carefree, AZ 85377, USA
Phone (480) 488-4295
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Black Mountain Wealth Advisors
SEC File# 801-62277
CRD# 13609
Location 36800 Sidewinder Rd, Cave Creek, AZ 85331, USA
Phone (480) 247-7228
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Bank of America Financial Center
3 out of 5
Location 37217 N Tom Darlington Dr, Carefree, AZ 85377, USA
Phone (480) 827-6430
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Casco Financial Group
5 out of 5
Location 2525 W Carefree Hwy Bld 2, Suite 112, Phoenix, AZ 85085, USA
Phone (602) 995-1484
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Showbiz Management Advisors
Location 4844 E Andora Hills Dr, Scottsdale, AZ 85254, USA
Phone (602) 708-4981
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Fishgold Financial
3 out of 5
Location 8262 E Via Dona Rd, Scottsdale, AZ 85266, USA
Phone (480) 563-9590
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Rohn Financial Strategies, Inc.
Location 36619 Wild Flower Rd, Carefree, AZ 85377, USA
Phone (480) 596-8130
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VanFleet Settlements, LLC
Location 29802 N 49th Pl, Cave Creek, AZ 85331, USA
Phone (602) 793-3525
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Mager Associates Inc
5 out of 5
Location 6902 E Languid Ln, Carefree, AZ 85377, USA
Phone (480) 488-2666
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Edward Jones - Financial Advisor: Scott M Baker
SEC File# 801-3297
CRD# 250
Location 33747 N Scottsdale Rd Ste 110, Scottsdale, AZ 85266, USA
Phone (480) 595-0956
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Carefree Executive Services
Location 36800 Sidewinder Rd # B11, Carefree, AZ 85377, USA
Phone (480) 488-4295
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Hundman Wealth Planning, LLC
SEC File# 801-107414
CRD# 167610
5 out of 5
Location 36600 N Pima Rd # 301, Carefree, AZ 85377, USA
Phone (480) 625-3134
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E P Advisors
Location 7113 E Ridgeview Pl, Carefree, AZ 85377, USA
Phone (480) 595-4780
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Common Sense Finantial Strategies
Location 748 Easy St # 11, Cave Creek, AZ 85331, USA
Phone (480) 595-5008
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Sage Financial Advisors
Location 8980 E Raintree Dr #120, Scottsdale, AZ 85260, USA
Phone (480) 305-8060
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Silver Lining Wealth Advisors - Ameriprise Financial Services, LLC
5 out of 5
Location 16220 N Scottsdale Rd Ste 250, Scottsdale, AZ 85254, USA
Phone (480) 922-4234
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Phoenix Payment Processing
5 out of 5
Location 38400 N School House Rd Suite 8221, Cave Creek, AZ 85331, USA
Phone (480) 269-1607
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Fenwick Investments LLC
Location 201 Easy St, Carefree, AZ 85377, USA
Phone (480) 488-7834
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Carefree Cave Creek Chamber
4 out of 5
Location 748 Easy St 2 & 4, Carefree, AZ 85377, USA
Phone (480) 488-3381
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TWS Financial
Location 6114 E Smokehouse Trail, Scottsdale, AZ 85266, USA
Phone (480) 488-2399
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Financial Advisors in Carefree, AZ

Where Certified Financial Advisors in Carefree, AZ Serve

Carefree, AZ is a charming town located in Maricopa County, Arizona. The town is home to several notable landmarks, including the Carefree Sundial, which is the third largest sundial in the world. Additionally, the town is known for its stunning desert landscapes and beautiful hiking trails, such as the Black Mountain Trail. As for top employers, Carefree is home to a variety of businesses, including healthcare providers, educational institutions, and retail shops. Some of the town's largest employers include the Carefree Resort & Conference Center, the Boulders Resort & Spa, and the Cave Creek Unified School District. Major highways and streets in Carefree include the Carefree Highway, which runs east-west through the town, and Cave Creek Road, which runs north-south. Other notable streets include Tom Darlington Drive, which leads to the town's downtown area, and Pima Road, which provides access to neighboring towns like Scottsdale and Phoenix.

Services Provided by Fee Based and Fee Only Financial Advisors

Banks and Credit Unions

Residents of Carefree, AZ could benefit from the expertise of a financial advisor in a number of ways. One of the most common ways is by receiving guidance on retirement planning. With a large percentage of the population in Carefree being retirees, a financial advisor can help them navigate the complexities of retirement income and ensure they have a plan in place to maintain their lifestyle throughout their retirement years. Additionally, with the high cost of living in Carefree, a financial advisor can provide assistance with budgeting and managing expenses, as well as identifying potential investment opportunities to help grow their wealth. Overall, a financial advisor can be a valuable resource for residents of Carefree looking to secure their financial future and achieve their long-term goals.

Insurance Broker

As a resident of Carefree, AZ, there are a variety of ways in which an insurance broker can be incredibly helpful. For starters, Carefree is a small town with a population of just over 3,000 people, which means that finding the right insurance coverage can be a bit of a challenge. An insurance broker can help residents navigate the various options available to them and ensure that they are getting the coverage they need at a price they can afford. Additionally, Carefree is located in a desert climate, which means that residents may need specialized coverage for things like flood damage or wildfire damage. An insurance broker can help residents understand the risks they face and find the right coverage to protect their homes and property. Overall, working with an insurance broker can be a great way for residents of Carefree to ensure that they are fully protected and prepared for whatever life may throw their way.

Retirement Planning

Residents of Carefree, AZ can benefit from the expertise of a retirement planner in a variety of ways. For example, a retirement planner can help them create a personalized financial plan that takes into account their unique needs and goals. This might include strategies for maximizing retirement income, minimizing taxes, and managing investments. Additionally, a retirement planner can provide guidance on important decisions such as when to start taking Social Security benefits and how to plan for long-term care needs. In Carefree, AZ, where the cost of living is higher than the national average, a retirement planner can be especially valuable in helping residents navigate the complex financial landscape of retirement and ensure they are able to enjoy their golden years to the fullest.

Wealth Management

Residents of Carefree, AZ would benefit from a wealth manager in several ways. One of the most common ways is through investment planning. A wealth manager can help residents invest their money in a way that aligns with their financial goals and risk tolerance. Additionally, a wealth manager can assist with retirement planning, tax planning, and estate planning. Carefree, AZ is known for its high-end luxury homes and affluent retirees. A wealth manager can provide guidance on how to maintain and grow wealth in this type of community, as well as navigate the unique tax implications of living in Arizona. Overall, a wealth manager can help residents of Carefree, AZ achieve financial security and peace of mind.

Mortgage Loan Officer

Residents of Carefree, AZ would greatly benefit from the expertise of a mortgage loan officer. Carefree is a small town nestled in the Sonoran Desert, known for its stunning mountain views and luxurious lifestyle. Many residents are retirees or second homeowners, making the mortgage process more complex. A mortgage loan officer can help residents navigate the various loan options available to them, including jumbo loans and reverse mortgages. Additionally, with the high cost of living in Carefree, a loan officer can help residents find the best interest rates and payment plans to fit their unique financial situations. Overall, a mortgage loan officer can provide valuable guidance and support to residents of Carefree, AZ looking to purchase or refinance a home.

Tax Services

Residents of Carefree, AZ can benefit from the expertise of a tax advisor in many ways. One of the most common ways is by helping them navigate the complex tax laws and regulations that apply to their unique situation. For example, Carefree is known for its high-end luxury homes and retirees, which can have specific tax implications. A tax advisor can help these residents understand how to maximize deductions and credits, plan for retirement, and minimize tax liabilities. Additionally, a tax advisor can assist with tax planning for small business owners, who make up a significant portion of the local economy. By working with a tax advisor, residents of Carefree can have peace of mind knowing they are making informed decisions that will help them achieve their financial goals.

Estate Planning Lawyer

Residents of Carefree, AZ can benefit greatly from the expertise of an estate planning lawyer. One of the most common ways an estate planning lawyer can help is by creating a comprehensive estate plan that ensures that a person's assets are distributed according to their wishes after they pass away. In Carefree, AZ, where many residents are retirees or older adults, having a solid estate plan is especially important. An estate planning lawyer can also help residents with other important legal documents, such as powers of attorney and healthcare directives, which can provide peace of mind and protection in the event of an unexpected illness or injury. Additionally, an estate planning lawyer can help with trust administration and probate, which can be complex and time-consuming processes. Overall, working with an estate planning lawyer can help residents of Carefree, AZ feel confident that their affairs are in order and their loved ones will be taken care of after they are gone.

FREQUENTLY ASKED QUESTIONS

FAQs About Personal Financial Advisors in Carefree, AZ