Retirement Planning in Sun City, AZ

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List of Firms

Top Retirement Planners in Sun City, AZ

Ameriprise Financial
SEC File# 801-28543
CRD# 6363
Location 10240 W Bell Rd # D, Sun City, AZ 85351, USA
Phone (623) 972-3133
Skymark Advisors
5 out of 5
Location 10225 W Thunderbird Blvd, Sun City, AZ 85351, USA
Phone (623) 377-9577
Oxford Retirement & Estate Planning
5 out of 5
Location 10699 W Bell Rd, Sun City, AZ 85351, USA
Phone (866) 854-1400
Sun Cities Financial Group
4 out of 5
Location 10451 W Palmeras Dr Ste. N 206, Sun City, AZ 85373, USA
Phone (623) 933-4100
RBC Wealth Management Branch - Sun City
5 out of 5
Location 16150 N Arrowhead Fountains Center Dr Suite 300, Peoria, AZ 85382, USA
Phone (623) 334-2600
Retirement Planning in Sun City, AZ

About Sun City, AZ for Those Planning to Retire

Sun City is a retirement community located in the Phoenix metropolitan area of Arizona. It was founded in 1960 by developer Del Webb and his wife. The community spans over 17,000 acres and is home to over 100,000 residents. Some of Sun City's most well-known landmarks include the Grand Canyon, the Hoover Dam, and the Petrified Forest National Park. The community also has a number of top employers, including Banner Health, Wells Fargo, and Walmart. Major highways and streets in Sun City include I-17 and SR-101. The community's neighborhoods are largely divided into three sections: Sunrise, Sandstone, and Mesquite.

Other Financial Planning Services for Retirement

Banks and Credit Unions

Residents of Sun City, AZ can benefit from banks or credit unions in their area by taking advantage of the variety of services that they offer. For example, banks can help residents save money by teaching them about personal finance and budgeting. In addition, credit unions often have lower interest rates on loans and mortgages, which can save people a lot of money over time. Finally, both banks and credit unions can offer a wide range of products such as checking accounts, savings accounts, and certificates of deposit.

Estate Planning Lawyer

Sun City, AZ is a retirement community that is home to many seniors. As people age, they often find the need to update their estate planning documents. An estate planning lawyer can help residents of Sun City create and update wills, trusts, healthcare directives, and more. This will help ensure that their wishes are carried out after they die or become unable to make decisions for themselves.

Mortgage Loan Officer

Residents of Sun City, AZ can benefit in a number of ways by working with a mortgage loan officer. Perhaps most importantly, they can get the best rates and terms on their mortgages. In addition, a loan officer can help residents secure the right type of mortgage for their needs and ensure that they are fully informed about the process. Finally, a loan officer can assist in the event that something goes wrong with a mortgage, helping to protect the homeowner's interests.

Wealth Management

The retirees living in Sun City, AZ can benefit greatly by working with a wealth manager in their area. A wealth manager can help these retirees to create a budget and plan for their retirement, including helping them to invest their money wisely. Additionally, a wealth manager can help retirees to avoid making common mistakes that can cost them dearly in retirement. For these reasons, it is highly advisable for retirees living in Sun City to work with a wealth manager.

Financial Advisor

Living in Sun City, AZ comes with a lot of benefits, including plenty of social activities and a warm climate. However, it's important to make sure you're taking advantage of all the financial opportunities available to you as well. A good financial advisor can help you make the most of your money and plan for a secure future.

Insurance Broker

Sun City, AZ is a retirement community made up of people over the age of 55. Many residents in Sun City are on a fixed income and need to find ways to save money. One way they can do this is by working with an insurance broker. An insurance broker can help residents find discounts on their car insurance, home insurance, and health insurance. Residents in Sun City can also benefit from working with an insurance broker because they can get advice on what type of coverage they need based on their individual needs.

Tax Services

The Sun City, AZ community is filled with retirees who are looking for ways to save on their taxes. By working with a tax accountant in Sun City, AZ, residents can take advantage of all the tax deductions and credits available to them. An accountant can also help residents file their taxes correctly, so they can avoid any penalties from the IRS.


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