Navajo County, AZ Financial Advisors and Resources

Financial Advisor Firms in Navajo County, AZ



(928) 537-8700

4451 S. White Mountain Road
Suite A
Show Low, AZ 85901

SEC#: 801-78675
Years in Business: 7 years

How Retirement-Friendly is Navajo County, AZ?

  • Population: 109,270
  • % of Population 62 Years and Over: 20.9%
  • Average Home Value: $166,800
  • Average Monthly Housing Cost: $546
  • Average Household Income: $54,678
  • 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.)

Navajo County, AZ Financial Advisor FAQs

A financial advisor provides guidance in managing personal finance, often involving investments and securities pertaining to a customer's portfolio. They're an integral part of any educated investor's team due to the breadth of experience and expertise they possess.
A financial advisor works with a client to develop a strategy for their portfolio that is both in line with the client's needs and effective from an asset allocation standpoint.
Life is unpredictable. Even the most meticulous planners spend their money in ways they hadn't planned for, like medical emergencies or changing careers. Financial advisors help you prepare for these eventualities by assessing your current situation, taking into account your long-term goals and needs to recommend options that are specific to you.
Financial advisors typically charge fees in one of two ways. A percentage fee, based on an agreed upon percentage or rate, commonly in the ballpark of 1-2% annually. The other is a fixed fee for a set number of hours per year.