Best Financial Advisors in Tucson, AZ

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List of Firms

Tucson, AZ Fiduciary Financial Advisors

Fordrix Advisors
Location 5151 E Broadway Blvd, Tucson, AZ 85711, USA
Phone (520) 331-7268
Beth Vance - Financial Advisor, Ameriprise Financial Services, LLC
Location 5151 E Broadway Blvd Ste 730, Tucson, AZ 85711, USA
Phone (520) 748-2384
Hallmark Financial, LLC
3 out of 5
Location 1610 E River Rd #116, Tucson, AZ 85718, USA
Phone (520) 544-0496
Meridian Wealth Management, LLC - Tucson, AZ
Location 5210 E Williams Cir Suite 820, Tucson, AZ 85711, USA
Phone (520) 719-1433
Edward Jones - Financial Advisor: Peter A Larsen, CRPC™
5 out of 5
Location 7451 E Broadway Blvd, Tucson, AZ 85710, USA
Phone (520) 885-6060
Edward Jones - Financial Advisor: John P Fiske Jr, AAMS™|CRPC™
5 out of 5
Location 2970 N Swan Rd #139, Tucson, AZ 85712, USA
Phone (520) 325-3116
Financial Advisors in Tucson, AZ

Where Certified Financial Advisors in Tucson, AZ Serve

Tucson is located in the Sonoran Desert in southern Arizona. The city is home to the University of Arizona and is a major center for astronomy. Some of Tucson's landmarks include the Saguaro National Park, the Pima Air and Space Museum, and the Arizona-Sonora Desert Museum. The city's top employers include the University of Arizona, Davis-Monthan Air Force Base, and Raytheon Missile Systems. Major highways in Tucson include Interstate 10 and State Route 86. The city's neighborhoods include downtown, midtown, eastside, westside, and northside.

Services Provided by Fee Based and Fee Only Financial Advisors

Banks and Credit Unions

Banks are an important part of any community, and Tucson is no exception. Banks offer a variety of services to their customers, which can be extremely helpful for residents of the city. Some banks offer check cashing services, which can be very convenient for people who don't have a checking account. They also offer money orders, which can be helpful for paying bills or sending money to family members. Banks also offer a variety of loans, including personal loans, car loans, and home mortgages. This can be extremely helpful for people who need money to buy a car or a house. Finally, banks provide valuable financial advice to their customers. This advice can help people save money and make wise investment decisions.

Insurance Broker

As insurance brokers, we understand the needs of Tucson, AZ residents and can help them find the best coverage for their home, car, and other belongings. We have years of experience working with all types of insurance companies, and we know how to get the best rates for our clients. In addition to helping people find coverage, we also offer advice on how to protect your property from theft or damage, and we can help you file a claim if something does happen.

Retirement Planning

Financial advisors can play a critical role in helping Tucson, AZ residents plan for retirement. By providing guidance and recommendations on 401(k)s, IRA's, and other investment options, financial advisors can help ensure that retirees have the resources they need to live comfortably. In addition, financial advisors can help retirees stay on track with their retirement savings goals by creating budgets and investment plans tailored to individual needs.

Wealth Management

Wealth management is a critical service that helps Tucson, AZ residents protect their hard-earned money. It can also help them grow their assets over time, which is crucial for those who want to maintain a high standard of living in retirement. There are many different wealth management firms in Tucson, AZ, so it's important to do your research before selecting one. Make sure to ask the firm about its experience and qualifications, and be sure to read the reviews from previous clients.

Estate Planning Lawyer

Estate planning lawyers in Tucson, AZ can help residents create a will and estate plan that meets their specific needs. A well-crafted estate plan can help ensure that your property is distributed according to your wishes, and can also provide peace of mind in knowing that you have taken care of everything in the event of your death.

Mortgage Loan Officer

Mortgage loan officers in Tucson, AZ can help residents to secure the best mortgage rates and terms for their home purchase. By providing education on the different types of mortgages available and by working with a variety of lenders, these professionals can help you find the mortgage that is best for your needs. They can also provide assistance throughout the entire process, from pre-approval through closing.

Tax Services

Tucson, AZ residents can benefit from the help of tax accountants in order to maximize their tax deductions and minimize their tax liability. Tax accountants have the expertise and experience necessary to help taxpayers take advantage of all possible deductions and credits, ensuring that they pay the lowest amount of taxes possible. In addition, tax accountants can also provide valuable advice on how to structure one's finances in order to minimize taxes paid in future years.


FAQs About Personal Financial Advisors in Tucson, AZ