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Find Top Financial Advisors in Tucson


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Qualifications of Financial Advisor in Tucson

Each and every financial advisor in our network from large Fortune 500 companies to small independent financial firms are pre-screened for industry experience, disclosures and registrations with SEC and FINRA. Collectively, our Pre-Screened advisors, serve thousands of happy clients, managing billions of dollars and providing financial freedom and security for families and individuals like you.

Financial Advisors in Tucson, Arizona
Financial Advisor Office Location Phone Number
Eric Mattingly, CFP®, MBA,
Treiberg Wealth Management
3573 E Sunrise Dr,
Tucson, AZ  85718
(520) 232-0505
Michael Treiberg CFP®,
Treiberg Wealth Management, Inc.
3573 E Sunrise Drive, Suite 115,
Tucson, AZ  85718
(520) 232-0505
Otto Bohon,
Catalina Wealth Management
1660 E River Rd,
Tucson, AZ  85718
(520) 298-1900

Information on Qualified Financial Advisors in Tucson

Qualifications CRD# 5343116
Series 7, 66

Compensation/Fee I am a fee-only financial professional, Based on Assets, Flat Fee, Hourly


Office Location 3573 E Sunrise Dr,
Suite 115,
Tucson,
AZ 
85718
Phone Number (520) 2320505

About Treiberg Wealth Management

With over 20 years of total work experience, I am in the business of helping my clients work towards their financial goals. I do this by using a total wealth management approach. Each area is important individually, but managing them all collectively is one of the most important considerations in your overall financial success. Investments, taxes, insurance, estate planning: the list of financial concerns and considerations facing you today is seemingly endless. And there are no easy answers. My approach may help you invest conservatively, reduce your exposure to taxes, address your insurance needs and provide a plan to transfer your wealth to your children and grandchildren. Securities offered through LPL Financial, member FINRA/SIPC. Investment advice offered through Treiberg Wealth Management, a registered investment advisor and separate entity from LPL Financial. The LPL Financial registered representative associated with this page may only discuss and/or transact business with residents of the following states: Arizona, Indiana, Minnesota,Colorado, Texas, Idaho, Michigan, Florida.



Qualifications CRD# 2932321
Series 6, 7, 24, 31, 63, 66

Compensation/Fee I am a Fee-Based financial professional, Based on Assets, Flat Fee, Hourly


Office Location 3573 E Sunrise Drive, Suite 115,
Tucson,
AZ 
85718
Phone Number (520) 2320505

About Treiberg Wealth Management, Inc.

We strive to help clients create, grow, protect and distribute wealth in the most efficient manner possible, based on our clients specific needs and goals. We offer customized solutions with the greatest attention to detail. We are committed to putting quality service and objective advice first. Securities and advisory services offered through LPL Financial, a Registered Investment Advisor, Member FINRA/SIPC.



Qualifications CRD# 5677597
FirmCRD# 30833
Series 7, 66


Office Location 1660 E River Rd,
180,
Tucson,
AZ 
85718
Phone Number (520) 2981900

About Catalina Wealth Management

At our firm, we have the client—and only the client—in mind. Our mission is to get to know and understand your needs, wants, and long-term goals. We want to help you develop, implement, and monitor a strategy that’s designed to address your individual situation. We understand the challenges families face today. From managing debt to saving for college to retirement, these personal finance challenges can be overwhelming. Our commitment is to utilize all of our resources to help you pursue your goals. We believe in thinking “out of the box” and we are not afraid to challenge conventional wisdom in our approach to investing and preserving wealth. All of our energy, commitment, and efforts are focused on you, the client, and your satisfaction.