Best Financial Advisors in Pima County, AZ

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List of Firms

Pima County, AZ Fiduciary Financial Advisors

Underhill Financial Advisors, LLC
SEC File# 801-117784
CRD# 305585

5 out of 5

Location 3146 N Swan Rd, Tucson, AZ 85712, USA
Phone (520) 795-2950
Edward Jones - Financial Advisor: Britney T Shockley

5 out of 5

Location 10222 E Rita Rd Ste 100, Tucson, AZ 85747, USA
Phone (520) 751-8025
Mayfield Financial Group

5 out of 5

Location 4775 E Camp Lowell Dr, Tucson, AZ 85712, USA
Phone (520) 322-9773
First Command Financial Advisor - David Ifflander
Location 7400 N Oracle Rd Suite 225, Tucson, AZ 85704, USA
Phone (520) 886-4068
AIO Fee Only Financial Advisors
SEC File# 801-118105
CRD# 114030

5 out of 5

Location 6700 N Oracle Rd UNIT 119, Tucson, AZ 85704, USA
Phone (520) 325-0769
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About Pima County, AZ

Pima County is located in the south central region of Arizona and is the second most populous county in the state. The county seat is Tucson, which is also the largest city in Arizona. Some of the most notable landmarks in Pima County include Saguaro National Park, Old Tucson Studios, and the Tucson Museum of Art. The top employers in Pima County are Raytheon Missile Systems, University of Arizona, and Banner Health. The major highways and streets in Pima County are I-10, I-19, SR-77, and Broadway Boulevard. The neighborhoods in Pima County vary widely in terms of demographics and socioeconomic status. Some of the more affluent neighborhoods include the Foothills area and Oro Valley, while some of the more disadvantaged neighborhoods include South Tucson and Barrio Anita.

Where Certified Financial Advisors in Pima County, AZ Serve

Services Provided by Fee Based and Fee Only Financial Advisors

Banks and Credit Unions

Banks are in a unique position to help Pima County, AZ residents in a number of ways. They can provide loans to small businesses and help them grow, they can offer financial education programs to help people save money and stay out of debt, and they can work with the government to create incentives for people to save money. In addition, banks can partner with local charities to provide assistance to those who need it most.

Insurance Broker

Pima County, AZ residents can get help from insurance brokers in finding the best insurance plans for their needs. Insurance brokers have access to a variety of plans from different providers and can help residents compare rates and find the best coverage for their needs. Brokers can also help residents file claims and provide other assistance if needed.

Retirement Planning

Pima County, AZ residents can benefit from working with a financial advisor to create a retirement plan. Financial advisors can help residents make informed decisions about their retirement savings and investments. Advisors can also provide guidance on when to start withdrawing money from retirement accounts, and how much to withdraw each year. This guidance is important because retirees may want to avoid running out of money in their later years.

Wealth Management

Pima County, AZ is one of the poorest counties in the United States. Nearly a third of its residents live below the poverty line, and median household income is just over $37,000 per year. That's well below the national median of $55,000. The good news is that there are ways to improve financial security for Pima County residents. One strategy is to work with a wealth management firm that can help create a customized plan to grow assets and reduce debt. A wealth management firm can provide important services such as investment planning, tax advice, and estate planning. By working with a qualified professional, Pima County residents can take control of their finances and improve their quality of life.

Estate Planning Lawyer

Estate planning lawyers can help Pima County, AZ residents in a number of ways. They can help people create wills and trusts, which can make the process of transferring property after someone dies much simpler. They can also help people set up guardianship arrangements for their children in case something happens to them. And finally, they can advise people on tax issues related to estate planning.

Mortgage Loan Officer

Mortgage loan officers can help Pima County, AZ residents by providing them with information about the different types of mortgages available. This includes explaining the pros and cons of each mortgage, so that residents can make an informed decision about which mortgage is best for them. Mortgage loan officers can also help residents apply for a mortgage, and they can answer any questions that residents may have about mortgages.

Tax Services

Tax accountants can help Pima County, AZ residents in a few ways. They can help residents understand their tax responsibilities and file their taxes correctly. They can also help businesses in the area understand and comply with tax laws. This can help keep businesses operating in compliance with the law and avoid penalties.


FAQs About Personal Financial Advisors in Pima County, AZ