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Find Top Financial Advisors in Peoria, Arizona

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WiserAdvisor has over 20 years experience in matching the right financial advisor that is best suited to individuals like you in Peoria, Arizona. You need a financial advisor who will understand your financial situation and have the relevant financial qualifications to provide you with the right financial guidance and an insightful edge towards your financial journey.

Qualifications of Financial Advisors in Peoria

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Qualified Financial Advisors in Peoria, Arizona
Financial Advisor Office Location Phone Number
David Rosenthal, CFP
Wealth Management Solutions, LLC
8550 E Shea Blvd #130,
Scottsdale, AZ  85260
(480) 609-4334
Bruce Hosler, EA, CFP®, AIF®
Hosler Wealth Management
8180 N. Hayden Road, Suite D203,
Scottsdale, AZ  85258
(480) 994-7342
Jeffrey Wilcock, RFC
Seros Financial
2141 E. Broadway Rd.,
Tempe, AZ  85282
(480) 967-1155

Information on Qualified Financial Advisors in Peoria

Qualifications CRD# 2680280
FirmCRD# 127517
Series 65

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


Office Location 8550 E Shea Blvd #130,
Scottsdale,
AZ 
85260
Phone Number (480) 6094334

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 (Fee and Commissions), Based on Assets, Commissions, Flat Fee, Hourly


Office Location 8180 N. Hayden Road, Suite D203,
Scottsdale,
AZ 
85258
Phone Number (480) 9947342

Bruce Hosler is the founder and principal at Hosler Wealth Management, LLC (HWM). He has been in practice in Prescott, Arizona since 1997. Using a consultative wealth management process, Bruce combines his tax knowledge as an Enrolled Agent (EA), his financial planning knowledge as a CERTIFIED FINANCIAL PLANNER™ and his Ed Slott Master Elite IRA recognition to provide synergistic advanced planning strategies for his clients. With his Accredited Investment Fiduciary (AIF®) designation 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

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.



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

Compensation/Fee Fee-Based (Fee and Commissions), Based on Assets, Commissions, Hourly


Office Location 2141 E. Broadway Rd.,
Suite 220,
Tempe,
AZ 
85282
Phone Number (480) 9671155

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. Jeff’s 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 you’ll 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.



List of Additional Financial Advisors in or around Peoria, Arizona
Financial Advisor Office Location Phone Number
Michael Gombrich
Harnden MacLean Wealth Advisors
7992 W Thunderbird Rd,
Peoria, AZ  85381
(623) 972-3133
Erica Gargol & Kerina Graham
G&G Wealth
6929 E Greenway Parkway #180,
Scottsdale, AZ  85254
(480) 719-7469

Information on Additional Financial Advisors in or around Peoria, Arizona

Michael Gombrich

Harnden MacLean Wealth Advisors

Qualifications CRD# 6153485
FirmCRD# 6363
Series 7, 66

Tel: (623) 9723133
7992 W Thunderbird Rd,
Suite 110,
Peoria,
AZ 
85381


Erica Gargol & Kerina Graham

G&G Wealth

Qualifications CRD# 4542813
Series 6, 7, 63

Tel: (480) 7197469
6929 E Greenway Parkway #180,
Scottsdale,
AZ 
85254


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FREQUENTLY ASKED QUESTIONS

Financial advisors help their client by providing financial advice and strategy to build wealth and eliminate risk. They assess the client's risk appetite, their unique needs and requirements, their short-term and long-term goals and guide them towards adopting the right financial plan, retirement plan, estate plan or education plan etc. as necessary. Learn more about the roles & benefits of a financial advisor.

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.

While choosing a financial planner to help you with your investment decisions, it's important to do some spadework. Meet different consultants and compare and contrast their advice. Pick up clues that demonstrate their experience and integrity. It is also important to verify the credentials of an independent financial planner before making a decision. Read the guide on choosing the best financial advisor.

Finding the right person or a financial advisory firm to help with your retirement planning might take some effort, but the effort is worth it. Financial advisors might have different specializations, look for one who has had past experience in retirement planning. Also, this could translate to a long - term relationship, so it's important to find someone whom you like, trust and respect. Read here the importance of retirement planning.

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.

A financial advisor is any person who helps their client manage their money by giving valuable investment insights to help financial decision making. A financial planner is also a financial advisor but specializes in creating comprehensive plans for their clients to match their specific goals. Learn more about financial advisor vs financial planner: Who do you need?