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We Only Work With The Best Tucson 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 Tucson, AZ

  • Financial Advisor Close to Tucson, 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 Tucson, 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 Tucson, AZ

We evaluated over 13,000 RIA firms to bring you the best of the best Tucson financial advisors.
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How Retirement-Friendly is Tucson, AZ?

  • Population: 541,482
  • % of Population 62 Years and Over: 17.6%
  • Average Home Value: $161,500
  • Average Monthly Housing Cost: $868
  • Average Household Income: $58,057
  • 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.)


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The Top Financial Advisor Firms in Tucson, AZ

 

FINANCIAL DIRECTIONS LLC

Website

(520) 408-7777

1228 East Prince Road

Tucson, AZ 85719

SEC#: 801-56919
Years in Business: 22 years

DAVIS SELECTED ADVISERS LP

Website

(180) 027-2279

3600 E. Hemisphere Loop

Tucson, AZ 85706

SEC#: 801-31648
Years in Business: 34 years

SECURE INVESTMENT MANAGEMENT, LLC

Website

(520) 269-4003

3067 W. Ina Rd.
Suite 105
Tucson, AZ 85741

SEC#: 801-80752
Years in Business: 7 years

GR FINANCIAL GROUP, LLC

Website

(520) 577-4711

4556 E Camp Lowell

Tucson, AZ 85712

SEC#: 801-80641
Years in Business: 7 years

GOOD STEWARD CAPITAL MANAGEMENT , INC.

Website

(520) 300-6539

333 N Wilmot Rd
Suite 340
Tucson, AZ 85711

SEC#: 801-107674
Years in Business: 6 years

WEALTH MANAGEMENT PARTNERS, LLC

Website

(520) 297-7999

1980 E River Rd. #120

Tucson, AZ 85718

SEC#: 801-119566
Years in Business: 1 years

STERLING INVESTMENT MANAGEMENT, INC.

Website

(520) 293-3311

6262 North Swan Rd.
Suite 210
Tucson, AZ 85718

SEC#: 801-50373
Years in Business: 26 years

CAPITAL WEST PARTNERS, LLC

Website

(520) 296-9803

6842 E. Tanque Verde Road
Suite C
Tucson, AZ 85715

SEC#: 801-62859
Years in Business: 18 years

NOVA FINANCIAL SERVICES

Website

(520) 745-5555

1630 E River Rd
Suite 212
Tucson, AZ 85718

SEC#: 801-79612
Years in Business: 8 years

 


Tucson, AZ Financial Advisor FAQs

Tucson is a city in Pima County, Arizona, United States, and the county seat. Tucson is located 116 miles (187 kilometers) southeast of Phoenix and 69 miles (111 kilometers) north of the US-Mexico border. With 10,000 people and $9.3 billion in yearly revenue, Americas Mining is the industry leader. It is Tucson's largest employer. Tucson, Arizona is home to the University of Arizona. Reach out to only the trusted financial advisors in Tucson, AZ, the county seat of Pima County, and is the second largest city in the state. It is home to the University of Arizona. The city's name when translated to an English meaning is "base of the black hill" which makes a reference to a basalt-covered hill known as Sentinel Peak. The city is sometimes also called "The Old Pueblo." Click on the links below to see financial advisors who serve close to this area.

What is the advisor's background, experience, and qualifications? How many clients does they typically work with and what size of client is most common? What services do they offer and how much do the services cost?

A financial advisor can be either an independent contractor or a potential partner for your business. At the end of the day, it depends on what you're looking for in terms of professionalism, how skilled they are at their craft, and what services come with the package.

Collect referrals from friends and families who have worked with financial advisors before and inquire how their experience has been.

Responsibilities might include helping the client to set long-term financial goals, giving them education about risk management, and potentially advising when they need help from a specialist in estate planning or accounting.


Other Nearby Financial Advisors

Oro Valley, AZ
Wasatch County, UT


Disclaimer: The above references an opinion and is for information purposes only. It is not intended to be investment advice. Seek a duly licensed professional for investment advice.