Best Financial Advisors in Oro Valley, AZ

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Oro Valley, AZ Fiduciary Financial Advisors

Financial Design Consulting
Location 1846 E Innovation Park Dr, Oro Valley, AZ 85755, USA
Phone (520) 751-3777
Retirement & Estate Advisors
Location 1846 E Innovation Park Dr #1963, Oro Valley, AZ 85755, USA
Phone (800) 322-0055
Edward Jones - Financial Advisor: Joe Dylewski

5 out of 5

Location 11941 N 1st Ave Suite 171, Oro Valley, AZ 85737, USA
Phone (520) 219-4707
Karen Jacome - Private Client Advisor
Location 7225 N Oracle Rd, Oro Valley, AZ 85704, USA
Phone (520) 877-4815
Oppenheimer & Co. Inc.

5 out of 5

Location 10195 N Oracle Rd Suite 115, Oro Valley, AZ 85704, USA
Phone (520) 529-2553
Retirement Consultants, Inc.
SEC File# 801-121867
CRD# 226708

5 out of 5

Location 1846 E Innovation Park Dr, Oro Valley, AZ 85755, USA
Phone (520) 615-6005
Edward Jones - Financial Advisor: Chris Korinek, CEPA®
Location 7330 N Oracle Rd Suite 250, Tucson, AZ 85704, USA
Phone (520) 742-8925
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About Oro Valley, AZ

Oro Valley is a town in Arizona located about 10 miles north of Tucson. It's a popular suburb with a population of over 41,000. Some of the landmarks in Oro Valley include the Oro Valley Marketplace, La Cañada Falls, and Colossal Cave Mountain Park. The top employers in Oro Valley are Banner Health, Lowe's, and Walmart. The major highways and streets in Oro Valley are I-10 and Oracle Road. The neighborhoods in Oro Valley are Delsa Ranch, Hacienda del Sol, and Ventana at Rancho Vistoso.

Where Certified Financial Advisors in Oro Valley, AZ Serve

Services Provided by Fee Based and Fee Only Financial Advisors

Banks and Credit Unions

Residents of Oro Valley, AZ have several banking options to choose from. Each bank offers different services, making it important for residents to research the banks in their area before deciding on one. Some of the services that are offered by most banks in Oro Valley include checking and savings accounts, loans, mortgages, and credit cards.

Insurance Broker

If you live in Oro Valley, AZ and are looking for insurance, you may want to consider working with a local insurance broker. Brokers have the knowledge and experience to help you find the best policy for your needs, and they can also save you money by negotiating rates on your behalf. There are many brokers in Oro Valley, so it's important to do your research before choosing one. Ask friends and family for recommendations, or check online reviews to find a broker who is right for you.

Retirement Planning

Oro Valley, AZ residents are increasingly looking for help with their retirement planning. Financial advisors can play a critical role in helping people make the most of their retirement savings. Advisors can help people to set realistic goals, and to make sound financial decisions that will allow them to retire comfortably. They can also provide valuable guidance on how to manage income and expenses in retirement.

Wealth Management

Oro Valley, AZ is a town located in Pima County, Arizona. It has a population of about 41,000 people and is part of the Tucson metropolitan area. The town is known for its high-quality public schools and resort lifestyle. Oro Valley is also home to some of the wealthiest residents in the state. According to a report by Phoenix Business Journal in 2016, the median household income in Oro Valley was $111,483. That's well above both the state median of $50,039 and the national median of $55,322. With so much wealth concentrated in one place, it's no surprise that Oro Valley has become a hotspot for wealth management firms. In fact, there are now more than a dozen wealth management firms located in or around the town. Residents of Oro Valley can benefit from working with a wealth manager in several ways. Wealth managers can help residents save money on taxes, invest their money wisely, and plan for retirement. They can also help protect residents' assets from lawsuits and other unforeseen events.

Estate Planning Lawyer

Estate planning lawyers can help Oro Valley, AZ residents protect their assets and ensure that their loved ones are taken care of after they die. They can also help with estate tax planning, wills, trusts, and more. If you're looking for a lawyer who can help you with your estate planning needs, be sure to contact an estate planning lawyer in Oro Valley, AZ today.

Mortgage Loan Officer

Mortgage loan officers in Oro Valley, AZ can help residents by providing them with the best rates and products available. By working with a mortgage loan officer, residents can rest assured that they are getting the best possible deal on their mortgage. Loan officers can also help residents understand the complex paperwork and procedures involved in obtaining a mortgage. Residents who are looking to buy a home should consult with a mortgage loan officer to get started on the process.

Tax Services

Oro Valley, AZ residents can benefit from the help of tax accountants in order to save money on their taxes. Tax accountants are experts in tax law, and they can help taxpayers understand how the new tax laws will affect them. They can also help taxpayers file their taxes correctly, so that they receive all of the deductions and credits to which they are entitled. In addition, tax accountants can help taxpayers plan for the future, so that they can make wise financial decisions that will save them money in the long run.


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