Yavapai County, AZ Financial Advisors and Resources



Financial Advisor Firms in Yavapai County, AZ


CONCORDE ASSET MANAGEMENT, LLC

Website

(928) 443-8583

1129 Iron Springs Road
Suite 209
Prescott, AZ 86305

SEC#: 801-74519
Years in Business: 9 years

INDEPENDENT FINANCIAL GROUP, LLC

Website

(928) 567-9512

51 Hollamon Street

Camp Verde, AZ 86322

SEC#: 801-62667
Years in Business: 17 years


How Retirement-Friendly is Yavapai County, AZ?

  • Population: 228,067
  • % of Population 62 Years and Over: 36.5%
  • Average Home Value: $257,900
  • Average Monthly Housing Cost: $901
  • Average Household Income: $68,419
  • 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.)


Yavapai County, AZ Financial Advisor FAQs

A financial advisor is a person who provides advice on how to make investments. Additionally, the advisor may also provide services like debt management, asset management, tax preparations, and setting up savings and insurance plans.
Financial advisors specialize in helping people plan out their finances, including investing for retirement savings and preparing for unforeseen emergencies such as illness or disability. Financial advisors work with individuals from all age groups, from those starting to save money now to those planning to retire soon.
Most people need a financial advisor to help them come up with a plan for long-term wealth and security because an advisor can provide helpful information in areas such as saving, investing, retirement planning and current investment rates.
A financial advisor usually charges an hourly fee or commissions. Most fees come out of your account on a percentage basis.