Tucson, AZ Financial Advisors and Resources



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: 33 years

SECURE INVESTMENT MANAGEMENT, LLC

Website

(520) 269-4003

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

SEC#: 801-80752
Years in Business: 6 years

GR FINANCIAL GROUP, LLC

Website

(520) 577-4711

4556 E Camp Lowell

Tucson, AZ 85712

SEC#: 801-80641
Years in Business: 6 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: 5 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: 17 years

NOVA FINANCIAL SERVICES

Website

(520) 745-5555

1630 E River Rd
Suite 212
Tucson, AZ 85718

SEC#: 801-79612
Years in Business: 7 years


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.)


Tucson, AZ Financial Advisor FAQs

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.


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