Best Financial Consultants in Phoenix

Known for its transparent pricing and ethical approach, New Era Merchant Services supports businesses nationwide with payment processing solutions. The team provides personalized assistance through dedicated Relationship Managers and handles everything from terminal setup to ongoing support. Customers appreciate their quick, bilingual service and responsive problem-solving.

Velocity Wealth Management, LLC focuses on helping clients improve cash flow today while planning for a more secure retirement through investments, real estate, and business opportunities. The team offers personalized financial planning, education on investment options, and assistance with wills and insurance. Clients appreciate their responsiveness and clear explanations, though the process can… more...

Velocity Wealth Management, LLC focuses on helping clients improve cash flow today while planning for a more secure retirement through investments, real estate, and business opportunities. The team offers personalized financial planning, education on investment options, and assistance with wills and insurance. Clients appreciate their responsiveness and clear explanations, though the process can require patience as they emphasize financial stability before investing.

Certified financial planners at Edward Jones focus on creating personalized strategies for individuals, families, and business owners aiming to meet long-term financial goals. Services include retirement planning, college savings, and legacy building, with an emphasis on listening carefully to clients’ priorities. Customers appreciate the detailed guidance and approachable communication… more...

Certified financial planners at Edward Jones focus on creating personalized strategies for individuals, families, and business owners aiming to meet long-term financial goals. Services include retirement planning, college savings, and legacy building, with an emphasis on listening carefully to clients’ priorities. Customers appreciate the detailed guidance and approachable communication throughout the process.

With over 30 years of experience, Fiduciary Advisors, Ltd. specializes in retirement plan guidance for business owners acting as fiduciaries. Their services include consulting on executive and employee retirement plans tailored to companies of various sizes. While many clients appreciate their knowledgeable advice, some have raised concerns about communication and account handling.

Financial crime continues to challenge financial service providers. This can make it difficult to meet regulatory, reputational and social goals. AML RightSource provides comprehensive global capabilities for advisory, consulting, technology, and managed services. AML RightSource acquired five businesses with a focus on disruptive technology in less than one year. This was to assist financial… more...

Financial crime continues to challenge financial service providers. This can make it difficult to meet regulatory, reputational and social goals. AML RightSource provides comprehensive global capabilities for advisory, consulting, technology, and managed services. AML RightSource acquired five businesses with a focus on disruptive technology in less than one year. This was to assist financial service providers in identifying and managing threats and improving outcomes. With our sector-leading managed services we can address any financial crime problem.

Van Houten & Associates, Inc. focuses on retirement income planning to help clients avoid costly investment mistakes. The team offers personalized advice aimed at aligning investments with clear goals, emphasizing tax efficiency and risk management. Clients appreciate their knowledgeable, approachable style and steady support over the years.

After a difficult divorce, Nancy started Smarter Divorce Solutions. Nancy is a certified financial planner and advisor since 1999. Charles Schwab was her main employer for the majority of her professional career. In 2011, she became an independent financial advisor and portfolio manager. She continues to offer full-service investment planning, as well as divorce services through Smarter Divorce… more...

After a difficult divorce, Nancy started Smarter Divorce Solutions. Nancy is a certified financial planner and advisor since 1999. Charles Schwab was her main employer for the majority of her professional career. In 2011, she became an independent financial advisor and portfolio manager. She continues to offer full-service investment planning, as well as divorce services through Smarter Divorce Solutions. Nancy established the Divorce Financial Planner Training Center in 2016 to provide continuing education for CDFA(r), holders all over the world. Nancy is a master analyst in financial forensics (MAFF(tm), a certified divorce financial analyst (CDFA(r), Accredited Wealth Management Advisors (AWMA), Accredited Asset Management Specialists (AAMS), Chartered Mutual Fund Counselors (CMFC), and a trained mediator.

We want to assist you in reaching your financial goals, financial independence and a happy retirement. Our team can help you make tough decisions such as asset allocation and investment performance monitoring. We also have the ability to guide you in retirement planning, estate planning, tax planning, business succession planning, and insurance planning. We can help you evaluate your investments… more...

We want to assist you in reaching your financial goals, financial independence and a happy retirement. Our team can help you make tough decisions such as asset allocation and investment performance monitoring. We also have the ability to guide you in retirement planning, estate planning, tax planning, business succession planning, and insurance planning. We can help you evaluate your investments and develop an investment strategy.

CSI Financial Group was founded by industry professionals with a track record of helping advisors move to the next level of their growth. It is the only IMO/PDO offering exclusive plug-and play client acquisition strategies. The entire staff of mentors and lawyers supports advisors throughout the process. All of our activities are designed to assist you in achieving your goals for clients… more...

CSI Financial Group was founded by industry professionals with a track record of helping advisors move to the next level of their growth. It is the only IMO/PDO offering exclusive plug-and play client acquisition strategies. The entire staff of mentors and lawyers supports advisors throughout the process. All of our activities are designed to assist you in achieving your goals for clients, financial practices, and the community.

Known for personalized guidance and fast approvals, X2 Mortgage helps homebuyers, homeowners, and investors find flexible loan options including FHA, VA, USDA, and non-QM programs. The team is praised for clear communication and responsiveness, making the mortgage process easier to navigate, especially for first-time buyers.

J. Martin Wealth Management offers personalized financial planning with a focus on clear, straightforward advice. The team assists with retirement planning, debt management, and investment guidance, often providing complimentary consultations. Clients appreciate the thorough explanations and approachable style, though some note the process can take time to cover all details.

Known for their patient, educational approach, Sonmore Financial focuses on personalized financial planning, investment advice, tax strategies, and Medicare guidance. Clients appreciate the team’s clear explanations and responsiveness, though some note that appointments can feel detailed due to the thoroughness. The firm emphasizes building long-term relationships based on trust and understanding.

Known for its approachable financial consultants, Charles Schwab offers brokerage, deposit, lending, and wealth management services through its subsidiaries. The team is praised for clear communication and a smooth, pressure-free process, though some clients note occasional concerns about service quality. Community involvement is also a part of their local presence.