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Find Top Financial Advisors in Prescott, 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 Prescott, 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 Prescott

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Qualified Financial Advisors in Prescott, Arizona
Financial Advisor Office Location Phone Number
Bruce Hosler, EA, CFP®, AIF®, CEPA®, CDFA®
Hosler Wealth Management
700 S Montezuma St.,
Prescott, AZ  86303
(928) 778-7666

Information on Qualified Financial Advisors in Prescott

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

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


Office Location 700 S Montezuma St.,
Prescott,
AZ 
86303
Phone Number (928) 7787666

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

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. 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.



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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?