Find a Financial Planner 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


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.


Without Advisor

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




(623) 209-0850

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

SEC#: 801-114305
Years in Business: 3 years


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