Find Top Financial Advisors in Peoria, Arizona

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Qualifications of Financial Advisors in Peoria

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Qualified Financial Advisors in Peoria, Arizona
Financial Advisor Office Location Phone Number
Jeremy Kisner
Surevest Private Wealth
2425 E. Camelback Road,
Phoenix, AZ  85016
Thanasi Panagiotakopoulos
Life Managed
5134 N. Central Ave., Suite 101,
Phoenix, AZ  85012
David Rosenthal
Wealth Management Solutions, LLC
8550 E Shea Blvd #130,
Scottsdale, AZ  85260
Bruce Hosler
Hosler Wealth Management
8180 N. Hayden Road, Suite D203,
Scottsdale, AZ  85258
Jason Smith
Berthel Fisher Financial Services, Inc. and BFC Planning Inc
64 E Broadway Rd., Ste. 200,
Tempe, AZ  85282
Jeffrey Wilcock
Seros Financial
2141 E. Broadway Rd.,
Tempe, AZ  85282
James Golichowski
Edelman Financial Engines, LLC
3100 West Ray Road, Suite 334,
Chandler, AZ  85226

Information on Qualified Financial Advisors in Peoria

Qualifications CRD# 2052115
FirmCRD# 306872
Series 7, 24

Compensation/Fee Fee Only

Office Location 2425 E. Camelback Road,
Ste 890,
Phone Number 480-272-7116

Jeremy is a Senior Wealth Advisor, providing financial planning and investment management services directly to a select group of Surevest clients. He also serves as the firm's Director of Financial Planning and helps keep Surevest's financial life planners current on the latest strategies and law changes, as well as advising on complex cases for high net-worth clients. Jeremy's primary areas of expertise are retirement income planning and minimizing taxes. He co-authored the highly rated personal finance book: A Good Financial Advisor Will Tell You...(available on Amazon.com), along with Surevest's Chief Investment Strategist, Robert Luna. He also writes the popular personal finance blog, Clear and Concise Financial Advice® (https://www.jeremykisner.com/retirement-blog). Jeremy holds a degree in Economics from the University of California, Santa Barbara, and has also earned the following professional designations: Certified Financial Planner®, Certified Private Wealth Advisor®, Chartered Life Underwriter®, Registered Life Planner®.

About Surevest Private Wealth

The Surevest team is dedicated to meeting the demands of high-net-worth and high-earning individuals. We accomplish this by providing independent, world-class asset management in conjunction with a personalized planning approach. Our goal is to create meaningful, long-term relationships with our clients while we help them build and protect their wealth.

Advisory Services Provided

Retirement Planning, Wealth Management, Financial Planning for Individuals, Tax Advice and Services, Estate Planning & Trusts

Qualifications CRD# 5774816
FirmCRD# 151367
Series 7

Compensation/Fee Fee-Based, Based on Assets, Flat Fee, Hourly

Office Location 5134 N. Central Ave., Suite 101,
Phone Number 602-931-5043

After being employed first hand at large Wall Street Institutions, we know what pay to play investments and product driven investment advice looks like. At LifeManaged, we offer a new era of advice through values based financial planning. Our deep planning-based methodology and Fiduciary management provide a more transparent view of Life's picture, while enabling you to keep more of your hard-earned dollars to achieve financial independence for your family and the future generations to come. Athanassios Panagiotakopoulos and Benjamin Fredlake are Investment Advisor Representatives with Dynamic Wealth Advisors dba Life Managed. All investment advisory services are offered through Dynamic Wealth Advisors. Click HERE to schedule a meeting or a phone call.

About Life Managed

We create pathways to live life on your terms. We believe financial plans should not be ruled by numbers and investments, but freed by them. If you wonder if you are saving appropriately and in the right accounts or if you should invest or payoff debt as you get near retirement, we are prepared to show you how these impact your lifestyle. Athanassios Panagiotakopoulos and Benjamin Fredlake are Investment Advisor Representatives with Dynamic Wealth Advisors dba Life Managed. All investment advisory services are offered through Dynamic Wealth Advisors. Click HERE to schedule a meeting or a phone call.

Qualifications CRD# 2680280
FirmCRD# 127517
Series 65

Compensation/Fee Fee Only, Based on Assets, Flat Fee, Hourly

Office Location 8550 E Shea Blvd #130,
Phone Number 480-609-4334

About Wealth Management Solutions, LLC

If you are an entrepreneur with a business or are thinking about selling your business, a corporate executive with complex company benefits, a divorcee figuring out your finances, or just looking to retire soon, then my experience will be of benefit to you. Each type of client I work with has a unique set of circumstances and needs, but the common thread is a piece of mind you will get from having a professional manage your assets, provide financial planning expertise and ultimately maximize your wealth. Wealth Management is a combination Investment Management + Financial Planning. I will help you maximize your wealth by managing your investments, income tax planning, estate and gift planning, maximizing your company benefits (401(k), restricted stock, stock options, deferred compensation plans), and when income is needed turning your investments into a reliable income stream. To provide you with a consistent, high-quality level of service, we maintain only a select number of client relationships, and get to know your situation inside and out. This allows us to provide you with timely, personal advice. You can be confident in the advice we give, as we will happily put it in writing. As a client, you will receive detailed follow up emails after our meetings so we can ensure there is no question as to what we are recommending, and why.

Qualifications CRD# 2581041
FirmCRD# 8032
Series 7, 63, 65, 66

Compensation/Fee Fee-Based, Based on Assets, Commissions, Flat Fee, Hourly

Office Location 8180 N. Hayden Road, Suite D203,
Phone Number 480-994-7342

Bruce Hosler is the founder and principal at Hosler Wealth Management, LLC (HWM). With offices in Scottsdale and Prescott Arizona, he has been in practice since 1997. Bruce uses a consultative wealth management process with his clients. He combines both his tax knowledge as an Enrolled Agent (EA), and his financial planning knowledge as a CERTIFIED FINANCIAL PLANNER™ professional, including his Ed Slott Master Elite IRA recognition to provide synergistic advanced planning strategies for his clients. As an Accredited Investment Fiduciary (AIF®), Bruce has a thorough knowledge of fiduciary best practices and applies this to his primary focus of serving retirees, soon to retire and those who have lost their spouses (widows and widowers) to protect and preserve their wealth.

About Hosler Wealth Management

COVID-19, Our Response *During these difficult and uncertain times, we can accommodate meeting with you in a variety of ways; via phone call, email, or with (Zoom) video conferencing and screen-sharing technology. Your safety and comfort will always remain very important to us. At Hosler Wealth Management (HWM), we know you work hard for your money. That's why we take our responsibility as your financial advisor so seriously. We're here to help you get better results than you would on your own. Our secret weapons? Tax planning for life, combined with financial planning, IRA & Retirement Planning, and Investment Management with Estate Planning - together provide a holistic solution towards pursuing your financial and life goals. When working with HWM, you'll experience our proprietary approach to helping you plan for your future. You can expect prudent financial planning; advanced tax strategies; and an integrated customized financial plan that addresses the most important aspects of your life.

Advisory Services Provided

Portfolio Management, Financial Advice & Consulting, Financial Planning for Individuals

Qualifications CRD# 2518521
Series 7, 63, 65

Compensation/Fee Fee-Based, Based on Assets, Commissions

Office Location 64 E Broadway Rd., Ste. 200,
Phone Number 623-203-7003

University of Michigan, B.A. in Economics 1994; Indiana University, M.S. in Finance, 2016; Boston College, Certificate in Financial Planning 2008; Fuller Theological Seminary, M.A. in Theology, 2009

About Berthel Fisher Financial Services, Inc. and BFC Planning Inc

Advisory Services Provided

Financial Advice & Consulting, Financial Planning for Individuals

Qualifications CRD# 2034946
FirmCRD# 166808
Series 6, 7, 22, 24, 26, 63, 65, 66

Compensation/Fee Fee-Based, Based on Assets, Commissions, Hourly

Office Location 2141 E. Broadway Rd.,
Suite 220,
Phone Number 480-967-1155

Jeff began his financial career in 1990 and is currently a Registered Financial Consultant (RFC) and has his series 7, 63, 65 and 24 licenses. Jeff has been a popular seminar speaker and even hosted a series of radio broadcasts on financial matters. Jeff faces each day with a positive optimism that is wildly contagious. Jeffs clients love their meetings with him and have great deal of respect for what he does. In 2000 Jeff met Bill Kelso CPA, CFP, the two decided to merge and create Alliance Financial Group. That company then combined with Campbell Schoneberger 11 years later, to become Seros Financial. On weekends, Jeff loves spending time with his family. His wife, Kerri, is an amazing decorator (not exaggerating, when you see our office youll believe me!) and together they have 4 children. With his love for life, Jeff enjoys nothing more than to be outside jogging, hiking a trail or riding a mountain bike. Jeff has been a leader with the Boy Scouts of America for over 20 years.

About Seros Financial

Most people only get one shot at retirement. That's why we help you take the guess work out of the process. Seros360? is a seven part mentoring approach to retirement. 1. Goals We build a bridge from your idea of retirement to the real thing. What really matters most to you in retirement and understand the steps needed to reach your goals. 2. Risks Living longer. Rising healthcare costs. Inflation. These are risks everyone faces during retirement. Working together, we can help you identify your risks and plan accordingly. 3. Investments You need an investment strategy that takes into account your retirement goals, how you view risk, and your timeline for retirement. We take a dynamic money management approach in activley monitoring and adjusting your portfolio. 4. Income Income is the engine of your retirement. We help you develop a plan so you take the right amount of income in the most tax efficient way possible. 5. Taxes We help you develop a strategy that balances your tax burden now and throughout retirement. 6. Test Run Why guess about your retirement? Take a Retirement Test Run. This simulated retirement approach lets you actually experience what it will be like to live on the income you'll have during retirement. 7. Retirement With lessons from your Retirement Test Run and adjustments to your plan, you are ready to retire with confidence.

Qualifications CRD# 4777918
FirmCRD# 104510
Series 65

Compensation/Fee Fee-Based

Office Location 3100 West Ray Road, Suite 334,
Suite 801,
Phone Number 480-946-3626

For nearly 20 years, I've been a financial planner working with my clients to help analyze how best to plan for all of their major financial goals, most importantly a secure retirement. I had a previous career as an electrical engineer so numbers and analysis are in my DNA. Before that, I had the privilege of serving in the U.S. Navy and the good fortune to travel the world.

About Edelman Financial Engines, LLC

Since 1986, Edelman Financial Engines has been committed to always acting in the best interest of our clients. We were founded on the belief that all American investors - not just the wealthy - deserve access to personalized, comprehensive financial planning and investment advice. Today, we are America's top independent financial planning and investment advisor, recognized by both InvestmentNews1 and Barron's2, with 180+ planner offices across the country and entrusted by more than 1.1 million clients to manage more than $200 billion in assets. Our unique approach to serving clients combines our advanced methodology and proprietary technology with the attention of a dedicated personal financial planner. Every client's situation and goals are unique, and the powerful fusion of high-tech and high- touch allows Edelman Financial Engines to deliver the personal plan and financial confidence that everyone deserves. 1Ranking and status for 2017. For independence methodology and ranking, see InvestmentNews Center (http://data.investmentnews.com/ria/); 2The Top 40 Independent Advisory Firm Ranking issued by Barron's is qualitative and quantitative, including assets managed, the size and experience of teams, and the regulatory records of the advisers and firms. Firms elect to participate, but do not pay to be included in the ranking. Investor returns/experience are not considered. 2018 ranking refers to Edelman Financial Services (EFS), which combined its advisory business in its entirety with Financial Engines Advisors L.L.C. (FEA) in November 2018. For the same survey, FEA received a precombination ranking of twelfth.

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Financial advisors strategize financial planning and help you make the right decision about your investments. They weigh the pros and cons, and are abreast with the latest industry updates regarding tax issues and investment vehicles. These valuable insights guide you to make investments that meet your financial requirements and goals such as buying a house, education, having a baby or securing your retirement. Learn more about the cost of a financial advisor?.

A financial advisor can help you manage your finances especially when you don't have the time to do it yourself or when there are major changes in your life, such as getting married or having a baby. Even if you've managed your investment on your own, the best financial planners can vet your plan and assess it from a different perspective, to add surety to your decisions. Learn more about the best time to hire a financial advisor.

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A fiduciary is any person or firm who acts on behalf of another individual or firm to manage their assets. Fiduciary financial advisors provide their client the highest quality of care while maintaining 'good faith', meaning they wouldn't act in favor of anyone else's interests, including their own. The best way to be certain that a financial advisor is a fiduciary is to simply ask. Learn more about what is a fiduciary financial advisor.

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