11 advisors with offices in Phoenix. Credentials, fee structures, and minimums are disclosed on each listing.
Phoenix, Arizona
Cetera Investors is an investment advisory firm in Phoenix, Arizona. Services include Financial Planning and Investment Management. The office has a wheelchair-accessible entrance. The office is open five days a week. It holds a 5-star rating from 4 Google reviews.
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Covington Wealth Strategies is a Phoenix-based financial advisory firm that works with clients across various life stages, from first-time investors to those approaching retirement. The firm coordinates financial planning through a three-step process: discovery of personal goals and risk tolerance, development of a customized financial strategy, and ongoing plan maintenance. They offer complimentary introductory consultations and emphasize individualized attention rather than standardized approaches to financial planning.
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Insurance-Based
Daniel Skellan, Financial Advisor - Eagle Strategies is an insurance-based firm in Phoenix, Arizona. Services include Financial Planning and Insurance Analysis. The firm specializes in Retirement Planning and Investment Management. The office has a wheelchair-accessible entrance. The office is open six days a week, including Saturdays.
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Fusion Wealth Management is an investment advisory firm in Phoenix, Arizona. Services include Financial Planning and Investment Management. The firm specializes in Wealth Management. Service options include online appointment booking. Appointments are required. The office has a wheelchair-accessible entrance. The office is open five days a week. It holds a 3.7-star rating from 3 Google reviews.
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Gilbert Gallahar, MBA, CFP® - Financial Planner is an investment advisory firm in Phoenix, Arizona. Services include Financial Planning, Insurance Analysis, and Investment Management. The firm specializes in Insurance Planning. Its advisors hold CFP credentials. The office has a wheelchair-accessible entrance. The office is open daily.
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Granite Vista Financial is a Phoenix-based, family-owned advisory firm established in 2021 that works with clients across nine states to develop individualized retirement and investment strategies. The firm emphasizes client education and involvement in the planning process rather than delegating decisions entirely to advisors, and its founder brings over 20 years of financial services experience. Services include investment management, retirement planning, and family protection strategies, delivered through a personalized approach that prioritizes understanding each client's specific goals and concerns.
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Meikle Financial Group is an investment advisory firm in Phoenix, Arizona. The office has a wheelchair-accessible entrance. The office is open daily.
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Insurance-Based
Northwestern Mutual is an insurance-based firm in Phoenix, Arizona. Services include Financial Planning, Insurance Analysis, and Investment Management. The firm specializes in Insurance Planning. Appointments are recommended. It holds a 3.4-star rating from 5 Google reviews.
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Reliant Investment Management is a Phoenix-based advisory firm offering wealth management and estate planning services. The firm's team includes a fiduciary investment advisor, insurance specialists, and estate planning attorneys with combined experience exceeding 120 years. The company coordinates with clients' legal and insurance professionals to integrate investment strategies with broader estate planning and retirement objectives.
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Scottsdale Wealth Services, founded in 2012 by Angie Samuels, offers financial planning services with a focus on retirement income planning, asset protection, and family legacy planning. The firm operates on a fiduciary basis and emphasizes tax-efficient strategies and long-term care solutions. Samuels conducts educational seminars on retirement-related topics including 401(k) rollovers, Medicare, estate planning, annuities, and Social Security optimization. The firm is located in Phoenix, Arizona, and maintains a 4.7-star rating based on 14 Google reviews.
View detailsPhoenix, Arizona
Velocity Wealth Management, LLC is an investment advisory firm in Phoenix, Arizona. Services include Financial Planning, Insurance Analysis, and Investment Management. The firm specializes in Insurance Planning. Service options include onsite meetings. The office has a wheelchair-accessible entrance. The office is open five days a week. It holds a 4.7-star rating from 40 Google reviews.
View detailsAdvisors serving Phoenix specialize in a range of services — retirement planning, tax strategy, estate planning, and investment management among them. Local practice context (Arizona's tax climate, industry concentration, and cost of living) shapes which specialties are most common; each listing discloses its focus.
Before hiring any advisor, verify their registration on FINRA BrokerCheck or the SEC IAPD, confirm fiduciary status in writing, and review the Form ADV Part 2A (the plain-English fee brochure). We link to both regulators from every advisor detail page.