Oro Valley, AZ Financial Advisors and Resources



Financial Advisor Firms in Oro Valley, AZ


NRG WEALTH MANAGEMENT

Website

(520) 818-7822

12115 North Oracle Road
Suite 151
Oro Valley, AZ 85737

SEC#: 801-116690
Years in Business: 2 years

FBL WEALTH MANAGEMENT, LLC

Website

(602) 481-9501

10355 N La Canada Dr. Ste.197

Oro Valley, AZ 85737

SEC#: 801-113458
Years in Business: 3 years

SECURE INVESTMENT MANAGEMENT, LLC

Website

(520) 269-4003

10231 N Fox Hunt Ln

Oro Valley, AZ 85737

SEC#: 801-80752
Years in Business: 6 years


How Retirement-Friendly is Oro Valley, AZ?

  • Population: 44,630
  • % of Population 62 Years and Over: 38.3%
  • Average Home Value: $319,500
  • Average Monthly Housing Cost: $1,252
  • Average Household Income: $107,122
  • 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.)


Oro Valley, AZ Financial Advisor FAQs

You should ask questions about how they've been educated on financial matters, their experience with the rates of different investments, and understand their opinion on risk tolerance.
A financial advisor is not just someone who helps you manage your taxes. Someone who is well-rounded in their knowledge of investments, taxes, and retirement planning should be able to handle all the aspects of an individual's finances. It could be worth it to chat with a few so you can see what they might offer and how much they charge.
Due to the highly-regulated nature of what is required of financial advisors, you should always ask for referrals when trying to find somebody in this field. This will help provide you with an advisor who can best match your needs and goals.
A financial advisor is like a bank teller for your money. They help you budget and strategize using lines of credit, investments, savings accounts, or bonds.