Best Financial Advisors in Tempe, AZ

We did the hard work of finding trustworthy partners in Tempe, AZ. Fill out the form to get connected.

Connect With a Financial Planner

AS SEEN IN

Entrepreneur
MSN Money
Business Insider
Investopedia
Nasdaq
Yahoo Finance
Market Watch

List of Firms

Tempe, AZ Fiduciary Financial Advisors

SEC File# 801-21151
CRD# 105022
5 out of 5
Location 1255 W Rio Salado Pkwy, Tempe, AZ 85281, USA
Phone (480) 924-5613
Directions
SEC File# 801-113449
CRD# 104621
5 out of 5
Location 1095 W Rio Salado Pkwy #201, Tempe, AZ 85281, USA
Phone (602) 242-4000
Directions
The Financial Forum, LLC
5 out of 5
Location 5470 S Lakeshore Dr #105, Tempe, AZ 85283, USA
Phone (480) 456-3211
Directions
William Moore - Financial Advisor, Ameriprise Financial Services, LLC
SEC File# 801-28543
CRD# 6363
Location 4450 S Rural Rd a140, Tempe, AZ 85282, USA
Phone (480) 755-1591
Directions
Pinnacle Financial Advisors
SEC File# 801-120609
CRD# 166808
Location 2141 E Broadway Rd #104, Tempe, AZ 85282, USA
Phone (480) 641-1315
Directions
Ameriprise Financial
Location 2151 E Broadway Rd #218, Tempe, AZ 85282, USA
Phone (480) 467-1964
Directions
First Command Financial Advisor - Johnny Hernandez
Location 1414 W Broadway Rd Ste 234, Tempe, AZ 85282, USA
Phone (480) 801-2990
Directions
JMF Financial Services, LLC.
5 out of 5
Location 1270 E Broadway Rd #202, Tempe, AZ 85282, USA
Phone (602) 248-8001
Directions
Rick Martinez - Financial Advisor, Ameriprise Financial Services, LLC
SEC File# 801-28543
CRD# 6363
Location 4450 S Rural Rd Ste A140, Tempe, AZ 85282, USA
Phone (480) 755-3399
Directions
Larson Wealth Management Arizona - Financial Services | Budget Planning
5 out of 5
Location 4500 S Lakeshore Dr Suite 342, Tempe, AZ 85282, USA
Phone (602) 692-5585
Directions
Edward Jones - Financial Advisor: Greg LaMonica
SEC File# 801-3297
CRD# 250
5 out of 5
Location 4450 S Rural Rd Suite C-110, Tempe, AZ 85282, USA
Phone (480) 775-0122
Time Monday: 8:00 AM – 5:00 PM Tuesday: 8:00 AM – 5:00 PM Wednesday: 8:00 AM – 5:00 PM Thursday: 8:00 AM – 5:00 PM Friday: 8:00 AM – 5:00 PM Saturday: Closed Sunday: Closed
Directions
Choice Financial Planning
Location 4515 S McClintock Dr #214, Tempe, AZ 85282, USA
Phone (480) 283-9544
Directions
Rene Espinoza - Financial Advisor, Ameriprise Financial Services, LLC
SEC File# 801-28543
CRD# 6363
Location 4450 S Rural Rd Ste A140, Tempe, AZ 85282, USA
Phone (480) 730-8700
Directions
Jeffrey Hays - Raymond James
Location 222 S Mill Ave, Tempe, AZ 85281, USA
Phone (480) 377-2000
Directions
Krueger Financial Services
Location 430 W Warner Rd Suite #114, Tempe, AZ 85284, USA
Phone (602) 438-2199
Directions
Maxima Wealth Management
SEC File# 801-57663
CRD# 6312
Location 60 E Rio Salado Pkwy, Tempe, AZ 85281, USA
Phone (480) 947-9969
Time Monday: 7:00 AM – 5:00 PM Tuesday: 7:00 AM – 5:00 PM Wednesday: 7:00 AM – 5:00 PM Thursday: 7:00 AM – 5:00 PM Friday: 7:00 AM – 2:00 PM Saturday: Closed Sunday: Closed
Directions
Edward Jones - Financial Advisor: Cara J Moss, AAMS™
SEC File# 801-3297
CRD# 250
4 out of 5
Location 1400 E Southern Ave B109, Tempe, AZ 85282, USA
Phone (480) 838-1387
Directions
Rubicon Financial Network
5 out of 5
Location 2181 E Warner Rd, Tempe, AZ 85284, USA
Phone (480) 820-7177
Directions
Magnificent Life Financial Planning
Location 2131 E Broadway Rd Suite 6, Tempe, AZ 85282, USA
Phone (480) 219-6508
Directions
Ryan Buechting - Raymond James
Location 222 S Mill Ave, Tempe, AZ 85281, USA
Phone (480) 377-2000
Directions
Financial Advisors in Tempe, AZ

Where Certified Financial Advisors in Tempe, AZ Serve

Tempe, AZ is a vibrant city boasting a plethora of landmarks, top employers, major highways and streets, and neighborhoods. From the iconic Sun Devil Stadium to the stunning Tempe Town Lake, this city has something for everyone. Tempe is home to major employers such as Arizona State University, State Farm, and Honeywell, providing ample job opportunities for its residents. With major highways like the Loop 202 and US-60, getting around Tempe is a breeze. Neighborhoods like the historic Maple-Ash and bustling Mill Avenue District offer unique experiences for residents and visitors alike. Whether you're strolling through the beautiful Papago Park or enjoying a night out at Tempe Marketplace, Tempe is a city full of excitement and possibility.

Services Provided by Fee Based and Fee Only Financial Advisors

Banks and Credit Unions

Residents of Tempe, AZ could benefit from a financial advisor in a number of ways. With the cost of living in Tempe being higher than the national average, a financial advisor could help residents create a budget and savings plan to manage their expenses and save for the future. Additionally, Tempe is home to Arizona State University, which means many residents are students or recent graduates with student loan debt. A financial advisor could assist in creating a plan to pay off student loans and manage other debts. With the hot summers in Tempe, residents may also need to plan for higher utility bills during those months. A financial advisor could help create a plan to manage these seasonal expenses and ensure that residents are able to maintain their financial stability year-round.

Insurance Broker

Residents of Tempe, AZ could greatly benefit from the services of an insurance broker. With the scorching heat that Tempe is known for, having insurance coverage for home damages caused by monsoons or wildfires is crucial. An insurance broker can help residents find the best coverage options for their specific needs and budget, whether it be for home, auto, or health insurance. Additionally, Tempe is home to Arizona State University, which means many residents are students or faculty members who may need assistance finding affordable and comprehensive health insurance plans. An insurance broker can help navigate the complex world of health insurance and ensure that individuals and families have the coverage they need to stay healthy and protected.

Retirement Planning

Residents of Tempe, AZ can benefit greatly from the services of a retirement planner. One specific way that they can be helped is by creating a personalized plan to ensure that they have enough savings to cover their retirement expenses. With the cost of living in Tempe being higher than the national average, it is important for residents to have a solid financial plan in place. A retirement planner can help them navigate the complexities of retirement planning, such as determining how much they need to save, how to invest their money, and how to maximize their Social Security benefits. By working with a retirement planner, residents of Tempe can feel more confident about their financial future and enjoy a comfortable retirement.

Wealth Management

Residents of Tempe, AZ can benefit greatly from the services of a wealth manager. One of the most common ways a wealth manager can help is by assisting with retirement planning. Tempe is home to a large population of retirees and pre-retirees, and a wealth manager can provide guidance on how to save and invest for retirement. Additionally, Tempe is a college town, and a wealth manager can help families navigate the costs of higher education. With the rising cost of tuition, a wealth manager can provide strategies to save for college expenses and help families make informed decisions about financial aid and student loans. Overall, a wealth manager can help Tempe residents achieve their financial goals and provide peace of mind for their future.

Mortgage Loan Officer

Residents of Tempe, AZ can greatly benefit from the expertise of a mortgage loan officer. With the high cost of living in Tempe, many residents may struggle to afford a home without financial assistance. A mortgage loan officer can help residents navigate the complex process of obtaining a mortgage, ensuring that they secure the best possible terms and interest rates. Additionally, Tempe is home to a large student population due to Arizona State University, and many students may require financial assistance to purchase a home in the area. A mortgage loan officer can provide guidance and support to students and other first-time homebuyers, helping them achieve their dream of homeownership. Overall, a mortgage loan officer can be an invaluable resource for residents of Tempe, AZ looking to purchase a home.

Tax Services

Residents of Tempe, AZ can benefit greatly from the expertise of a tax advisor. One of the most common ways a tax advisor can assist Tempe residents is by helping them navigate the complex tax laws in Arizona. For example, Arizona has a unique tax code that includes a transaction privilege tax (TPT) instead of a traditional sales tax. A tax advisor can help residents understand how this tax works and ensure they are in compliance with all state and local tax laws. Additionally, a tax advisor can help Tempe residents maximize their tax deductions and credits, potentially saving them money on their tax bill. With the help of a tax advisor, Tempe residents can feel confident that they are making informed decisions about their finances and avoiding any costly mistakes.

Estate Planning Lawyer

Residents of Tempe, AZ can benefit from the expertise of an estate planning lawyer in several ways. One of the most common ways is by helping them create a comprehensive plan for their assets and property. This includes drafting a will, establishing trusts, and designating beneficiaries. Additionally, an estate planning lawyer can assist with healthcare directives and power of attorney documents, ensuring that an individual's wishes are carried out in the event of incapacitation. In Tempe, AZ, where there is a large population of retirees and snowbirds, an estate planning lawyer can also provide guidance on how to protect assets from long-term care expenses and Medicaid eligibility requirements. By working with an estate planning lawyer, residents of Tempe, AZ can have peace of mind knowing that their affairs are in order and their loved ones are taken care of.

FREQUENTLY ASKED QUESTIONS

FAQs About Personal Financial Advisors in Tempe, AZ