The 7 Best Financial Consultants in Phoenix

In a city as dynamic as Phoenix, navigating your financial landscape can be complex. Whether you’re planning for retirement, managing investments, or seeking advice on tax strategies, finding the right financial consultant is crucial. Our guide, “The 7 Best Financial Consultants in Phoenix,” aims to connect you with top-tier professionals who can help you achieve your financial goals.

When considering a financial consultant, it’s important to understand the array of services they offer and the key factors to consider in your decision. Here are some common services you might expect:

Investment Management
Retirement Planning
Tax Strategy and Preparation
Estate Planning
Insurance Analysis
Debt Management
Financial Planning

When selecting a financial consultant in Phoenix, consider the following aspects:

Experience and Credentials
Client Reviews and Testimonials
Fee Structure (flat rate, hourly, or commission-based)
Personalized Service
Industry Specialization
Availability and Communication

By understanding these services and considerations, you can make an informed decision and choose a consultant who aligns with your financial ambitions.

1. Desert Financial Credit Union
2. Endeavor Advisors
3. Synchrony Financial

4. Asset Preservation Wealth & Tax
5. Primerica
6. Hayes Insurance & Financial Services
7. Wise Wealth Partners

Number of companies

661

Verified reviews

4,34

Average rating

(602)4337000

1. Desert Financial Credit Union

★ ★ ★ ★ ★ 4,6/5

826 E Union Hills Dr Bldg. E, 85024.0, Phoenix

Credit union
ATM
Bank
Car finance and loan company
Financial planner

Why we chose them

Desert Financial Credit Union, celebrating over 80 years in Arizona, is recognized as the state’s largest and most trusted credit union. As a not-for-profit cooperative, it prioritizes sharing success with its members and offers a range of financial services designed to meet the diverse needs of its community. With membership eligibility open across most of Arizona, it provides seamless, contactless solutions for its members to easily call, click, or visit. The institution offers a variety of financial services, including banking, loans, credit, financial planning, and car finance and loan options, ensuring that members have access to comprehensive financial support.

At its Phoenix Union Hills location, Desert Financial provides personalized services such as home mortgages, auto loans, and business banking. Members can benefit from the convenience of an ATM available 24/7, along with the opportunity to schedule appointments to skip waiting lines. The credit union’s commitment to community and member success is evident in its wide range of financial services, including investments and insurance, aimed at securing a stable financial future for its members. With multiple branches across Phoenix, Desert Financial continues to be a vital resource for individuals seeking reliable and accessible financial solutions.

(480)5508316

2. Endeavor Advisors

★ ★ ★ ★ ★ 5,0/5

2801 E Camelback Rd Floor 2 Suite 18, 85016.0, Phoenix

Financial planner
Insurance broker
Investment service

Why we chose them

Endeavor Advisors, LLC stands out as a nationally-recognized leader in financial wellbeing, offering a comprehensive suite of services including financial planning, insurance brokerage, and investment management. With a commitment to empowering clients, they focus on aligning wealth with personal passions and purpose, ensuring each financial strategy is uniquely tailored to individual needs. As independent, fee-only fiduciaries, their advisors prioritize clients’ best interests, free from commission incentives. This approach allows them to provide clear, unbiased guidance that helps clients make informed decisions for a more fulfilling financial future.

The firm’s dedication to a personalized and holistic approach is evident in their use of innovative technology and a time-tested investment philosophy. Their disciplined wealth portfolios are managed according to strategic asset allocation principles and Nobel Prize-winning research, emphasizing diversification and low-cost investments. The team, led by experienced professionals, strives to exceed expectations by offering ongoing education and support, empowering clients to gain confidence in managing their own finances. With a culture rooted in empathy and collaboration, they aim to create an open, nonjudgmental space where clients can feel secure in their financial journey.

(866)4194096

3. Synchrony Financial

★ ★ ★ ★ ★ 1,8/5

3150 S 48th St, 85040.0, Phoenix

Financial consultant
Corporate office

Why we chose them

Synchrony Financial stands out as a key player in the financial industry, offering a comprehensive suite of services that cater to both individuals and businesses. Specializing as a financial consultant and corporate office, the company provides a wide range of credit solutions, including retail credit cards and the popular CareCredit® program. These offerings enable customers to access credit cards and other flexible payment options, supporting their everyday needs and significant purchases. With innovative financing solutions like the Synchrony Mastercard® and Pay Later options, the company empowers consumers to manage their financial commitments with ease and confidence.

Beyond credit services, the company excels in banking, with products like high-yield savings accounts, CDs, and money markets, all FDIC-insured for security and peace of mind. The Synchrony Marketplace is another highlight, offering customers access to deals and promotional financing across numerous categories such as home improvement, travel, and healthcare. By partnering with a vast network of retailers and healthcare providers, they ensure that both consumers and businesses benefit from tailored financial solutions, making it a trusted partner in achieving financial goals.

(602)4490146

4. Asset Preservation Wealth & Tax

★ ★ ★ ★ ★ 5,0/5

4310 E Cotton Center Blvd #120, 85040.0, Phoenix

Financial planner
Accountant
Estate planning attorney
Financial consultant
Investment service
Life insurance agency
Tax consultant
Tax preparation

Why we chose them

Asset Preservation Wealth & Tax, Financial Advisors stands out as a comprehensive financial management firm, offering a complete suite of services under one roof. Known for their personalized approach, they specialize in financial planning, retirement planning, tax services, and estate planning. Their team of certified financial advisors in Phoenix is dedicated to guiding clients through complex financial landscapes, ensuring tailored solutions that align with individual goals. By providing fee-only investment advice, life insurance, and annuities, they empower clients to make informed decisions, creating a secure financial future for generations.

What truly distinguishes this firm is its commitment to being a one-stop financial shop. With expertise in tax planning and preparation, their advisors leverage powerful tax-saving tools and strategies to maximize deductions, effectively reducing clients’ tax burdens. Serving as financial planners, accountants, and estate planning attorneys, they ensure that every aspect of wealth management is meticulously handled. This holistic approach, combined with their strong presence in multiple locations, underscores their reputation as the most reliable and trustworthy partner for wealth management and retirement planning in the Phoenix area.

(623)8777776

5. Primerica

★ ★ ★ ★ ★ 4,0/5

645 E Missouri Ave Suite 175, 85012.0, Phoenix

Financial consultant
Life insurance agency

Why we chose them

Mark Hansotia: Primerica – Financial Services stands out in Phoenix, AZ, for its commitment to providing personalized financial consulting and life insurance services. As a Primerica representative, Mark Hansotia focuses on empowering clients to achieve their financial goals through tailored strategies. His expertise encompasses a broad array of financial solutions, including term life insurance, investments, and mortgage debt solutions. By conducting thorough Financial Needs Analyses, he offers customized strategies to ensure financial security, covering aspects like income protection, retirement planning, and education funding. This dedication to personalized service is what makes the company a valuable addition to our directory.

The company is renowned for its comprehensive approach to financial education, utilizing concepts such as the Rule of 72 and debt stacking to help clients make informed decisions. Clients can benefit from a diverse portfolio of services, including identity theft protection, pre-paid legal services, and home security solutions through partnerships with companies like Vivint. Mark Hansotia’s reputation for treating each client with respect and integrity aligns with Primerica’s mission to create long-term value and peace of mind. This focus on customer satisfaction and financial empowerment highlights why the company is an exemplary choice for individuals seeking reliable financial guidance.

(480)5005759

6. Hayes Insurance & Financial Services

★ ★ ★ ★ ★ 5,0/5

12020 S Warner Elliot Loop #114, 85044.0, Phoenix

Insurance agency
Financial consultant
Insurance broker

Why we chose them

Hayes Insurance & Financial Services – A Farmers Insurance Agency is a distinguished provider of comprehensive insurance and financial consulting services. Known for its client-centric approach, the agency offers a wide range of personal and commercial insurance products tailored to meet individual needs. From home and renters’ insurance to life and disability policies, the agency ensures clients receive customized solutions without pressure or dishonesty. Their commercial insurance offerings are designed to alleviate the burden for busy professionals, providing the right level of coverage in an efficient and trustworthy manner. The agency’s commitment to excellence is evident in the positive testimonials from satisfied clients who appreciate the professional and personal touch provided by Andrew, the agency’s leading expert.

As a financial consultant and insurance broker, the agency helps clients achieve their long-term financial goals through strategic planning and personalized solutions. Leveraging his background as an honors graduate in Economics from the W.P. Carey School of Business at Arizona State University, Andrew works closely with clients to define their financial objectives and develop strategies to protect their loved ones and businesses. By integrating a team of knowledgeable professionals, the agency implements effective financial strategies with products and services that address diverse client needs. This dedication to financial education and protection makes them a valuable addition to our directory, ensuring clients have the support they need to secure their financial future.

(480)2396914

7. Wise Wealth Partners

★ ★ ★ ★ ★ 5,0/5

2375 E Camelback Rd #600, 85016.0, Phoenix

Financial planner

Why we chose them

Wise Wealth Partners is a distinguished financial advisory firm known for its commitment to a fee-only and fiduciary business model. By operating independently, they ensure that their clients receive unbiased financial guidance tailored to their unique needs. Their comprehensive services include expert tax and financial planning, designed to help individuals achieve their financial goals. This client-centric approach is further enhanced by their dedication to professional integrity, ensuring that every financial decision is made with the client’s best interests at heart.

Specializing in financial planning, the firm provides personalized strategies that encompass investment, retirement, and tax-efficient planning. With a strong emphasis on goal-based planning, Wise Wealth Partners navigates the complexities of dynamic investments and markets, offering their clients peace of mind. Their expert team, led by certified financial planners and enrolled agents, brings top industry credentials and training to the table. This expertise allows them to provide institutional-quality investment management while focusing on tax-efficient techniques to optimize clients’ overall investment performance.

FAQs

What services do financial consultants in Phoenix typically offer?

Financial consultants in Phoenix typically offer services such as investment management, retirement planning, tax strategy and preparation, estate planning, insurance analysis, debt management, and overall financial planning.

How much do financial consulting services cost in Phoenix?

The cost of financial consulting services in Phoenix can vary widely. On average, you might expect to pay between 150 to 300 euros per hour, or a flat fee ranging from 1,500 to 5,000 euros for comprehensive planning services.

How do I choose a good financial consultant in Phoenix?

When choosing a financial consultant, consider their experience and credentials, client reviews and testimonials, fee structure, personalized service, industry specialization, and their availability and communication style.

What factors should I consider when selecting a financial consultant?

Key factors to consider include the consultant's experience, client reviews, fee structure, specialization in your area of need, and their communication and availability.

How long does it typically take to see results from financial consulting?

The timeline can vary depending on the complexity of your financial situation and the services you need. Some improvements, like budgeting, can be seen in a few months, while investment strategies may take several years to fully realize.

Do financial consultants in Phoenix offer personalized services?

Yes, many financial consultants in Phoenix offer personalized services tailored to your specific financial goals and needs. It's important to discuss your expectations and ensure they can provide the customization you require.

Are financial consultants in Phoenix qualified to handle estate planning?

Yes, many financial consultants are qualified to handle estate planning. They can help you develop a comprehensive strategy to manage your assets and ensure your wishes are carried out.

What is the typical fee structure for financial consultants in Phoenix?

Financial consultants in Phoenix may charge a flat fee, hourly rate, or commission-based fee. It's important to discuss and understand their fee structure before engaging their services to ensure it aligns with your budget and expectations.