Peoria, AZ Financial Advisors and Resources



Financial Advisor Firms in Peoria, AZ


CLARUS WEALTH ADVISORS, LLC

Website

(623) 583-6840

9125 W. Thunderbird Road, Suite 100

Peoria, AZ 85381

SEC#: 801-110156
Years in Business: 4 years

KINGDOM FINANCIAL GROUP, LLC

Website

(623) 974-0300

14155 N. 83 Ave #144

Peoria, AZ 85381

SEC#: 801-113161
Years in Business: 3 years

ADVISORNET FINANCIAL, INC.

Website

(623) 875-5204

23131 N. Lake Pleasant Parkway

Peoria, AZ 85383

SEC#: 801-77035
Years in Business: 9 years

MMWKM ADVISORS, LLC

Website

(480) 400-7700

14050 N. 83Rd Ave.
Suite 290, Unit #15
Peoria, AZ 85381

SEC#: 801-72262
Years in Business: 10 years

SEARCY FINANCIAL SERVICES, INC.

Website

(913) 814-3800

26787 N. 90th Dr

Peoria, AZ 85383

SEC#: 801-16377
Years in Business: 40 years

ALLOS INVESTMENT ADVISORS, LLC

Website

(913) 948-7788

26787 N. 90th Dr

Peoria, AZ 85383

SEC#: 801-72028
Years in Business: 10 years

ADVISORNET FINANCIAL, INC.

Website

(623) 875-5204

23131 N. Lake Pleasant Parkway

Peoria, AZ 85383

SEC#: 801-77035
Years in Business: 9 years

HORTER INVESTMENT MANAGEMENT, LLC

Website

(602) 652-2665

20542 N. Lake Pleasant Road
#111
Peoria, AZ 85382

SEC#: 801-67471
Years in Business: 14 years

SIMPLICITY WEALTH LLC

Website

(602) 652-2665

20542 N Lake Pleasant Rd
#111
Peoria, AZ 85382

SEC#: 801-114798
Years in Business: 2 years


How Retirement-Friendly is Peoria, AZ?

  • Population: 168,196
  • % of Population 62 Years and Over: 20.8%
  • Average Home Value: $272,500
  • Average Monthly Housing Cost: $1,271
  • Average Household Income: $92,916
  • 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.)


Peoria, AZ Financial Advisor FAQs

One way to select a financial advisor is by locating possible candidates through the Financial Industry Regulatory Agency (FINRA) website. Another method for selecting an advisor is looking at their authenticity, transparency, regulation compliance, certifications, academic background and professional experience.
Financial advisors make for excellent financial consultants and can help you with difficulties in your finances. They provide a range of services such as debt management, mortgage financing, equity trading, portfolio management, budgeting and retirement consultation.
Financial advisors are compensated in different ways. Some may be paid as a percentage of assets invested with them, some as a set fee for setting up an account and managing the financial plan, and others may depend on how profitable their investment decisions have been for their clients.
A financial adviser can be important for working out a sound plan going forward so they can set up goals and track their progress over time by meeting periodically to review budgets, investments, debt repayment plans etcetera.