wiseradvisor

Daniel Anderson
Rise Financial Group

Tel: (480) 878-7444
3303 E Baseline Rd #107
Gilbert, AZ 85234

Our first priority is helping you meet your financial needs.

Rise Financial Group | Financial Advisor in Gilbert ,AZ

About Rise Financial Group

Rise Financial Group is an independent Registered Investment Advisor Firm located in Gilbert, Arizona that offers professional money management through various third-party money managers. Current alliances are with AE Wealth Management, LLC and Sterling Capital Management. These firms offer various proprietary portfolios that uniquely fit our clients risk profiles. Additionally, Rise Financial Group is a company that is dedicated to providing education, tools and personalized service to help their clients live a comfortable retirement.

The owner of Rise Financial Group, Daniel Anderson, is an Investment Advisor Representative and Financial Planner. Daniel works with Individuals and families at all stages of life. As a Fiduciary Advisor, Daniel strives to add sound-advice and integrity in his long-term relationships with clients, while exhibiting the highest standards of service and performance. Planning and saving for retirement knows no boundaries or time, so, whether you are 25 or 65, it is never a bad time to start thinking about the future, we would like to help!

Lastly, we want you to know that we are anxious to help you pursue your financial goals and dreams. We also do not discriminate... That means we don't care if you have $500 or $5,000,000, we are here to help people from all walks of life. Our clients include, blue-collar workers to Doctors, Lawyers and Engineers. Based on this approach and mindset, you will quickly learn that we are qualified financial professionals who are passionate about truly helping individuals, families and businesses achieve their financial goals.


General Information

Firm Start Year:   2007
No.of Employees:   2-4
Insurance License#:   15671279
Name of Broker/Dealer:   Rise Financial Group
Name of Custodial Firm:   TD Ameritrade
States Licensed in:   Securities: AZ, MN, ND Insurance: AZ, MN, ND, WA, UT
Number of Years with Current Firm:   11


Qualifications & Memberships

Insurance and Annuity Licenses:   Annuity , Health , Long Term Care , Accident , Life


Firm Information

Firm's Number of Clients:   ~200


Compensation and Fees

Fee Structure:   I am a Fee-Based financial professional
Compensation Methods:   Based on Assets
Fee % Based on Assets:   varies
Additional Details on Charges:   We are fee-based on our Investment Management and commission based on insurance services.



Faqs

  • What services do you provide? What are your specialties? Our services include investment/portfolio management, Retirement and Income planning. Our insurnance side of our business is positioned to help with Annuities, Life Insurance, Health Insurance and Medicare. Our financial planning qualifications uses a bit of the above listed services to help our clients with a well-rounded retirement and/or investment plan.
  • What is your experience? How many clients do you currently manage? We manage 200+ clients and are also aligned with a tax planning business that is located here in our office.
  • What financial institution(s) do you represent? We are an independent Registered Investment Advisory firm, so we can work with most financial institutions.
  • How do you charge for your services? We are fee based on our investment management and commission based on insurance services.
  • Do you provide a free initial consultation? We always offer prospective clients a no-cost, no-obligation initial consultation. It is up to the client if they would like to proceed in using our services. If they do not wish to work with us, then we simply part as friends.
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Disclaimer

We are an independent financial services firm helping individuals create retirement strategies using a variety of investment and insurance products to custom suit their needs and objectives. All written content on this site is for information purposes only. Opinions expressed herein are solely those of Rise Financial Group and our editorial staff. Material presented is believed to be from reliable sources; however, we make no representations as to its accuracy or completeness. All information and ideas should be discussed in detail with your individual advisor prior to implementation. Insurance and Advisory services are offered by Rise Financial Group a Registered Investment Advisor in the States of Arizona, Minnesota and North Dakota. The presence of this web site shall in no way be construed or interpreted as a solicitation to sell, or offer to sell, investment advisory services to any residents of any State other than the States of Arizona, Minnesota, North Dakota, or where otherwise legally permitted. Content should not be viewed as an offer to buy or sell any of the securities mentioned or as legal or tax advice. You should always consult an attorney or tax professional regarding your specific legal or tax situation. Rise Financial Group is not engaged in the practice of tax or law. Images and photographs are included for the sole purpose of visually enhancing the website. None of them are photographs of current or former clients. In addition, they should not be construed as an endorsement or testimonial from any of the persons in the photographs. The linked site is not under the control of Rise Financial Group. No information contained therein constitutes a recommendation, offer, or solicitation of an offer by Rise Financial Group to buy, sell, or hold any security, financial product or instrument discussed. Unauthorized use of the material is prohibited. Investing involves risk, including the potential loss of principal. No investment strategy can guarantee a profit or protect against loss in periods of declining values. None of the information contained on this website shall constitute an offer to sell or solicit any offer to buy a security or any insurance product. *Any references to protection benefits or steady and reliable income streams on this website refer only to fixed insurance products. They do not refer, in any way, to securities or investment advisory products. Annuity guarantees are backed by the financial strength and claims- paying ability of the issuing insurance company. Annuities are insurance products that may be subject to fees, surrender charges and holding periods which vary by insurance company. Annuities are not FDIC insured. The information and opinions contained in any of the material requested from this website are provided by third parties and have been obtained from sources believed to be reliable, but accuracy and completeness cannot be guaranteed. They are given for informational purposes only and are not a solicitation to buy or sell any of the products mentioned. The information is not intended to be used as the sole basis for financial decisions, nor should it be construed as advice designed to meet the particular needs of an individual's situation.

Daniel Anderson

Daniel Anderson

Daniel Anderson is the Owner and Founder of Rise Financial Group, a Registered Investment Advisory Firm located in Gilbert, Arizona. Daniel is passionate about helping others and is originally from the Northwestern Minnesota area and learned the value of hard work and integrity from his father, John, a small business owner. It was working through high school and college that Daniel learned how to listen to people's needs and act on them quickly. His dad has now passed on and I know he is looking down at the great help his son is providing clients. Daniel's business burns brightly in his Father's memory...
Daniel is married to his beautiful wife Stephanie, they have 2 young children, Jonathan and Macie. When not working, he and his family enjoy barbecuing and camping. Daniel also enjoys spending time with friends golfing and has a passion for Oldsmobiles, working on and showing classic 442 muscle cars.

Office Hours

wiseradvisor-balck-li-img Mon. 9:00 AM - 5:00 PM
wiseradvisor-balck-li-img Tue. 9:00 AM - 5:00 PM
wiseradvisor-balck-li-img Wed. 9:00 AM - 5:00 PM
wiseradvisor-balck-li-img Thu. 9:00 AM - 5:00 PM
wiseradvisor-balck-li-img Fri. 9:00 AM - 5:00 PM

Communities Served

Apache Junction Chandler
Fountain Hills Gilbert
Mesa Paradise Valley
Phoenix Queen Creek
Scottsdale Tempe