Find a Financial Advisor in Sun City, AZ

 

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We did the hard work of finding trustworthy partners in Sun City, AZ.

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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

Conflict Free

Our partners will never sell investment products they receive a commission from

Experience

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

Trustworthiness

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

$2,010,221.91
Without Advisor

$4,643,687.46
With Advisor

Assuming $350k initial investment at 6% annual growth vs 9% annual growth for 30 years.

Find a Fee-Only Financial Planner Near Sun City, AZ

We evaluated over 13,000 RIA firms to bring you the best of the best Sun City financial advisors.
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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

Website

(623) 209-0850

13211 N 103rd Ave
Suite 4
Sun City, AZ 85351

SEC#: 801-114305
Years in Business: 2 years

WESTMINSTER FINANCIAL ADVISORY CORP

Website

(623) 974-1188

10433 W. Coggins Drive.

Sun City, AZ 85351

SEC#: 801-29690
Years in Business: 34 years

KCD FINANCIAL, INC.

Website

(602) 888-0352

17220 N. Boswell Blvd.
Suite 103
Sun City, AZ 85373

SEC#: 801-110069
Years in Business: 4 years

 


Sun City, AZ Financial Advisor FAQs

A financial advisor can be really helpful when you're trying to figure out how much you should be saving each month or what goals are appropriate for your career stage.
They specialize in investment products to meet the needs of their client's specific goals. They help plan retirement, college funds, inheritance preservation, and other long term investments.
The best way to find an advisor is to ask friends and family for referrals. You could also start with your insurance agent or bank manager. Next, do some research on different professionals in town who offer services related to finances.
You should consider asking also if they work for a specific company or if they're self-employed. They should be able to show you where all your money is currently invested and explain the fees that come with it.