Best Financial Advisors in Maricopa County, AZ

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Maricopa County, AZ Fiduciary Financial Advisors

Fullerton Financial Planning
5 out of 5
Location 14155 N 83rd Ave UNIT 144, Peoria, AZ 85381, USA
Phone (623) 974-0300
Larson Wealth Management Arizona - Financial Services | Budget Planning
5 out of 5
Location 4500 S Lakeshore Dr Suite 342, Tempe, AZ 85282, USA
Phone (602) 692-5585
Financial Advisors in Maricopa County, AZ

Where Certified Financial Advisors in Maricopa County, AZ Serve

Maricopa County is located in the southern part of Arizona and is the fourth most populous county in the United States. The county seat is Phoenix, which is also the largest city in Arizona. Some of the other major cities in Maricopa County include Mesa, Chandler, and Scottsdale. Some of the landmarks in Maricopa County include Camelback Mountain, Papago Park, and Tempe Town Lake. The top employers in the county are Chase Bank, Banner Health, and Wells Fargo. The major highways and streets in Maricopa County are Interstate 10, U.S. Route 60, and State Route 51. The neighborhoods in Maricopa County vary widely in terms of demographics and socioeconomic status.

Services Provided by Fee Based and Fee Only Financial Advisors

Banks and Credit Unions

Banks are an important part of the community, and they provide a variety of services to help residents meet their financial needs. In Maricopa County, AZ, there are a number of banks that offer a variety of services to meet the needs of residents. Some banks offer traditional banking services such as checking and savings accounts, while others offer more specialized services such as mortgage loans or small business loans. Residents in Maricopa County can find a bank that meets their specific needs, and they can be assured that the bank will provide high-quality customer service.

Insurance Broker

Residents of Maricopa County, AZ can benefit from the help of insurance brokers when looking for coverage. Insurance brokers are knowledgeable about the different types of insurance policies available, and they can help residents find the best coverage for their needs. Brokers can also assist residents in filing claims and helping with any other issues that may arise.

Retirement Planning

Financial advisors in Maricopa County, AZ can help residents with all aspects of retirement planning. This includes helping to create a budget, saving for retirement, and investing money wisely. Financial advisors can also provide guidance on when to retire and how much money is needed to live comfortably during retirement.

Wealth Management

County officials in Maricopa County, AZ are looking for ways to help residents with their wealth management. According to a recent study, the median net worth of a household in the county is just $14,500. This leaves many residents struggling to make ends meet and puts a strain on local government services. Wealth management can help by providing financial education and counseling, helping people to save money and invest for the future. Wealth management can also provide assistance with estate planning, so that residents can pass on their assets to their heirs without having to pay taxes.

Estate Planning Lawyer

Estate planning lawyers can help Maricopa County, AZ residents in a number of ways. For example, they can help you create a will and/or trust, which can ensure that your property is distributed according to your wishes after you die. They can also help you set up powers of attorney and healthcare directives, which will allow someone else to make decisions on your behalf if you are unable to do so yourself. And if you own a business, an estate planning lawyer can help you transfer ownership to your heirs in a way that minimizes taxes and other liabilities.

Mortgage Loan Officer

Mortgage loan officers in Maricopa County, AZ can help residents achieve the American Dream of homeownership. Mortgage loan officers are in a unique position to help residents purchase their first home, or to help them refinance an existing mortgage. By providing information on down payment assistance programs, and by helping people understand the mortgage process, mortgage loan officers can make the dream of homeownership a reality for many people.

Tax Services

Residents of Maricopa County, AZ can benefit from the help of tax accountants to ensure they are getting the most out of their tax refund. Tax accountants can help residents find deductions and credits that they may not have known about, which can result in a larger refund check. In addition, tax accountants can help taxpayers file their taxes correctly and on time, which can avoid costly penalties.


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