Maricopa County, AZ Financial Advisors and Resources



Financial Advisor Firms in Maricopa County, AZ


HARMONY ASSET MANAGEMENT LLC

Website

(480) 314-5967

7337 E. Doubletree Ranch Road
Suite 295
Scottsdale, AZ 85258

SEC#: 801-118731
Years in Business: 1 years

COPPERWYND FINANCIAL

Website

(480) 348-2100

14256 N. Northsight Blvd.
Ste B-115
Scottsdale, AZ 85260

SEC#: 801-67763
Years in Business: 14 years

KEY GROUP MANAGEMENT, INC.

Website

(480) 477-5252

8765 East Bell Road
Suite 207
Scottsdale, AZ 85260

SEC#: 801-114845
Years in Business: 2 years

ARQ WEALTH ADVISORS, LLC

Website

(480) 214-9572

14500 N. Northsight Blvd
Suite 200
Scottsdale, AZ 85260

SEC#: 801-107346
Years in Business: 5 years

REDWOOD INVESTMENT MANAGEMENT, LLC.

Website

(310) 272-8185

4110 N. Scottsdale Rd., Ste. 125

Scottsdale, AZ 85251

SEC#: 801-78563
Years in Business: 8 years

GALVIN, GAUSTAD & STEIN, LLC

Website

(480) 776-1445

7377 E. Doubletree Ranch Road
Suite 250
Scottsdale, AZ 85258

SEC#: 801-71464
Years in Business: 11 years

BRIDGELIGHT CAPITAL LLC

Website

(480) 270-5240

20645 N. Pima Road
Suite 225
Scottsdale, AZ 85255

SEC#: 801-116940
Years in Business: 2 years

INTERWEALTH MANAGEMENT, LLC

Website

(480) 397-2691

8585 E Hartford Dr
Suite 108
Scottsdale, AZ 85255

SEC#: 801-116669
Years in Business: 2 years

TRAJAN WEALTH, L.L.C.

Website

(480) 990-3300

7702 E. Doubletree Ranch Road
Suite 100
Scottsdale, AZ 85258

SEC#: 801-100392
Years in Business: 6 years


How Retirement-Friendly is Maricopa County, AZ?

  • Population: 4328,810
  • % of Population 62 Years and Over: 18%
  • Average Home Value: $271,000
  • Average Monthly Housing Cost: $1,167
  • Average Household Income: $89,019
  • Arizona Total Tax Burden: 8.19% (20th Lowest in U.S.)
  • Arizona Property Tax: 2.53% (17th Lowest in U.S.)
  • Arizona Individual Income Tax: 1.43% (11th Lowest in U.S.)
  • Arizona Sales and Excise Tax: 4.23% (10th Highest in U.S.)


Maricopa County, AZ Financial Advisor FAQs

The most common way is that financial advisors get paid either through a salary or hourly, or by getting paid for transactions they make for their clients such as if they buy stocks and bonds on their clients' behalf.
A financial advisor is an investment strategist who helps their client's invest as part of a portfolio. He may also assist on other areas of financial management such as asset and liabilities management, tax payments, and insurance plans.
They help people with their investments and asset management. They educate clients about different types of policies that may work better for them. They also recommend both strategies and tools that can be undertaken to get best results from your money.
Especially if you're a novice investor, it's important to seek professional advice because there are a lot of pitfalls that inexperienced investors can fall into. Financial advisors can help you to avoid costly mistakes and risks in the future.