Best Financial Advisors in Sun City, AZ

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List of Firms

Sun City, AZ Fiduciary Financial Advisors

Edward Jones - Financial Advisor: Bill Freeman, AAMS™

5 out of 5

Location 13622 N 99th Ave, Sun City, AZ 85351, USA
Phone (623) 972-7600
Skymark Advisors

5 out of 5

Location 10225 W Thunderbird Blvd, Sun City, AZ 85351, USA
Phone (623) 377-9577
Financial Advisors | U.S. Bancorp Investments

5 out of 5

Location 9899 W Bell Rd, Sun City, AZ 85351, USA
Phone (623) 815-3195
Accurate-Leigh-Done Financial
Location 17220 N Boswell Blvd, Sun City, AZ 85373, USA
Phone (623) 561-6172
Edward Jones - Financial Advisor: Scott Gallagher
Location 10641 W Peoria Ave, Sun City, AZ 85351, USA
Phone (623) 977-0284
FSG Tax Advisors, Inc.

5 out of 5

Location 10001 W Bell Rd ste 148-b, Sun City, AZ 85351, USA
Phone (623) 522-4522
Hasslacher Tax & Financial Llc

5 out of 5

Location 10220 W Bell Rd UNIT 108, Sun City, AZ 85351, USA
Phone (623) 974-4778
Prime Wealth Advisors

5 out of 5

Location 13843 W Meeker Blvd #105, Sun City West, AZ 85375, USA
Phone (623) 777-7463
Jacque Decker - RBC Wealth Management Financial Advisor
Location 16150 N Arrowhead Fountains Center Dr Suite 300, Peoria, AZ 85382, USA
Phone (623) 334-2635
Edward Jones - Financial Advisor: Randall Sturdevant
SEC File# 801-3297
CRD# 250

5 out of 5

Location 20449 N Lake Pleasant Rd Suite 107, Peoria, AZ 85382, USA
Phone (623) 376-0132
Edward Jones - Financial Advisor: Mike Byrnes
Location 12805 W Beardsley Rd Ste 103, Sun City West, AZ 85375, USA
Phone (623) 544-1399
Image of Sun City, AZ

About Sun City, AZ

Sun City is a census-designated place and retirement community located in Maricopa County, Arizona, United States. It is the home of Sun City West, Sun City Grand, and Sun Lakes. The community was developed by Del Webb. As of the 2010 census, the population of Sun City was 30,848. Major employers in the area include Banner Health, Wells Fargo, and US Airways. Major highways and streets in the area include State Route 303, State Route 84, and the Loop 101. The neighborhoods of Sun City include El Dorado, Palm Garden Estates, and Heritage Heights.

Where Certified Financial Advisors in Sun City, AZ Serve

Services Provided by Fee Based and Fee Only Financial Advisors

Banks and Credit Unions

Sun City, AZ is a retirement community that offers residents a variety of services banks can provide. These services include checking and savings accounts, loans, mortgages, and other financial products and services. Banks can also provide customers with access to ATMs and banking centers, as well as online banking tools. Residents in Sun City, AZ can benefit from the many products and services banks have to offer.

Insurance Broker

Sun City, AZ is a popular retirement destination, and many of its residents are seniors. While retirees often have the time and inclination to manage their own finances, they may not have the experience or knowledge to do so effectively. That's where insurance brokers come in: they can help seniors find the best policies for their needs and budget, and advise them on what coverage is most important. In addition, insurance brokers can help residents of Sun City navigate the complex world of insurance without feeling overwhelmed. For these reasons, it's important for retirees in Sun City to have an insurance broker they can trust.

Retirement Planning

Sun City, AZ is a retirement community that is home to many retirees. These retirees often have questions about how to best plan for their retirement. Financial advisors can help by providing advice and guidance on the different options available for retirement planning. Advisors can also help retirees stay on track with their plans, and make changes as needed. This can be helpful for Sun City residents who are looking to retire comfortably and affordably.

Wealth Management

Sun City, AZ is a retirement community that offers its residents a wealth of opportunities and activities. However, some residents may not have the time or knowledge to take advantage of all that Sun City has to offer. That's where wealth management comes in. Wealth management can help Sun City residents make the most of their retirement by providing advice on investments, estate planning, and more.

Estate Planning Lawyer

Sun City, AZ residents who want to ensure that their estate planning is in order can benefit from the help of an estate planning lawyer. Estate planning lawyers can help residents make sure that their wills and other legal documents are up to date, and they can also provide guidance on how best to distribute one's assets in the event of death. Sun City, AZ residents who are interested in estate planning should consult with an estate planning lawyer as soon as possible.

Mortgage Loan Officer

Mortgage loan officers in Sun City, AZ can help residents by providing information about the different types of mortgages available.Residents can explore the different options and find the best mortgage for their needs. Loan officers can also help residents understand the terms of their mortgage and answer any questions they may have.

Tax Services

Sun City, AZ residents can benefit from the services of tax accountants in a number of ways. For one, tax accountants can help residents maximize their tax deductions, ensuring that they receive the most money back from the government each year. Additionally, tax accountants can help residents stay up-to-date on the latest changes to the tax code, ensuring that they pay the lowest amount of taxes possible. Finally, tax accountants can also help residents file their taxes each year, making the process as smooth and stress-free as possible.

FREQUENTLY ASKED QUESTIONS

FAQs About Personal Financial Advisors in Sun City, AZ