We Only Work With The Best Sun City Financial Advisors
We Exclusively Work With Select Partner Firms Who Meet The Highest Standard of Excellence and Trust.
3rd Party Rankings
Our partners have been recognized by some of the best media publication sources like Bloomberg, Wall Street Journal, Financial Times, Marketwatch, Forbes, Barron’s, and many more
Our partners will never sell investment products they receive a commission from
All of our partners have been in business for 10+ years
Education & Designations
All of our partners are advisors who hold the proper designations from FINRA
All of our partners meet the highest standard of trust with no outstanding disciplinary history from the SEC
Our Process for Choosing
An Independent Financial Advisor in Sun City, AZ
Financial Advisor Close to Sun City, AZ
All Advisors Must Meet Fiduciary Standard
“Fee-Only” Compensation To Ensure Conflict-Free Advice
Exemplary Disciplinary History
Required Education and Designations
Expertise with Client’s Specific Needs
The Value of Working With the Best Financial Planners in Sun City, AZ
A good financial planner can increase your returns by as much as 3% annually.Vanguard
Find a Fee-Only Financial Planner Near Sun City, AZWe evaluated over 13,000 RIA firms to bring you the best of the best Sun City financial advisors.
How Retirement-Friendly is Sun City, AZ?
- Population: 38,877
- % of Population 62 Years and Over: 81.9%
- Average Home Value: $163,100
- Average Monthly Housing Cost: $584
- Average Household Income: $53,493
- 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.)
The Top Financial Advisor Firms in Sun City, AZ
TRITON WEALTH MANAGEMENT, PLLC
13211 N 103rd Ave
Sun City, AZ 85351
Years in Business: 3 years
WESTMINSTER FINANCIAL ADVISORY CORP
10433 W. Coggins Drive.
Sun City, AZ 85351
Years in Business: 34 years
KCD FINANCIAL, INC.
17220 N. Boswell Blvd.
Sun City, AZ 85373
Years in Business: 4 years