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Financial Advisors in Surprise, Arizona (Maricopa County)

Murphy Capital Advisors
10 miles from Surprise, AZ

Fee-only
Investment Advisory
NAPFA Registered Advisor
Certified Financial Planner
Comprehensive Planning
Portfolio construction
No commissions
Fiduciary

Highlights: Professional Wealth Management, Charitable Planning, Independent Investment Advisor, Passive Investment Strategies, College Planning, Investment Consulting, Investment Services, Wealth Management, Fee Only, Estate Planning, IRA, Family Financial Planning, Retirement Planning, Business Planning, Investment Policy Statements, CFP ®, Retirement Distribution Plan, Fiduciary, 401K Consulting, Certified Financial Planner
Murphy Capital Advisors, LLC
10 miles from Surprise, AZ

Phone: .Cell: .

Highlights: Passive Investment Strategies, Professional Wealth Management, College Planning, Family Financial Planning, Investment Consulting, Fee Only, Retirement Distribution Plan, Women's Issues, Socially Responsible Investments, Wealth Management, Mutual Funds, IRA, Estate Planning, Investment Policy Statements, Fiduciary, NAPFA Member, Certified Financial Planner, Corporate Bonds, Retirement Planning, Fee-Only
Unique Investment Advisors
22 miles from Surprise, AZ
Visit Unique Investment Advisors

Our boutique investment advisory firm is dedicated to delivering tailored strategies that amplify your wealth potential. Backed by a team of seasoned experts, we offer a holistic approach that considers your unique goals, risk tolerance, and market t... See More

Highlights: Rollover Of 401k Or IRA, Women's Issues, Advisory And Investment Management, Comprehensive Financial Planning, Investment Management, 401K Consulting, Retirement Income Planning, Fiduciary, Annuities & Life Insurance, Independent Investment Advisor, Investment Consulting, Business Planning, IRA, ETFs, Retirement Planning, Wealth Management, Family Financial Planning, Disability Income & Long Term Care Insurance, Passive Investment Strategies, Registered Investment Advisor
Farnam Financial
22 miles from Surprise, AZ
Visit Farnam Financial

We're an advisory firm serving those in retirement or nearing it. We aim to provide three primary benefits: Improving portfolio returns, cutting your tax bill, and providing peace of mind. Our mission in providing those benefits is to turn your finan... See More

Highlights: Wealth Management, Retirement Income Planning, Registered Investment Advisor, Investment Services, Financial Planning, Fee-Only, Financial Planning Advice And Services, Stocks, Comprehensive Financial Planning, Independent Investment Advisor, Estate Planning, Fiduciary, Income Tax Planning, IRA, Fee Only, Certified Financial Planner, Investment Management, Asset Protection, Charitable Planning, Professional Wealth Management
Foothills Financial Planning
22 miles from Surprise, AZ
Visit Foothills Financial Planning

Foothills Financial Planning is a Phoenix-based licensed Investment Advisory firm that provides individuals, families, and business owners with fee-only financial planning and wealth management services. Although we are based in the Ahwatukee neigh... See More

Highlights: Retirement Income Planning, Retirement Planning & Investing, Professional Wealth Management, Financial Planning, MBA, Financial Planning For Parent Of Twins And Triplets, Retirement Planning Advice And Services, Retirement Distribution Plan, Comprehensive Financial Planning, Retirement Planning., Fiduciary, Fee Only, Middle Income, Independent Investment Advisor, IRA, Retirement Planning, Investment Policy Statements, NAPFA Member, Registered Investment Advisor, Fee-Only
Growing Fortunes Financial Partners LLC
22 miles from Surprise, AZ
Visit Growing Fortunes Financial Partners LLC

Cheryl Krueger, BS, CFP
Growing Fortunes Financial Partners LLC specializes in providing financial planning services and investment advice to an often-overlooked and underserved market: Middle-income individuals and families. At Growing Fortunes, we ... See More

Disciplined Money
22 miles from Surprise, AZ
Visit Disciplined Money

Bob Burger, CFP
Congrats! You have done your homework and recognize the benefit of working with a Fee-Only Financial Planner. Now, you need to decide which advisors to interview from the list provided by NAPFA. I think it is safe to say you will be w... See More

David P. Schaeffer
23 miles from Surprise, AZ

Holistic retirement planning. We reveal the rules so you can win! We educate then facilitate. Learn about the five areas that most affect your life in retirement. With over 17 years serving clients, we are her to help with; Lifelong savings, Medicar... See More

Highlights: 401K Consulting, IRA, Retirement Distribution Plan, Estate Planning, Asset Protection, Disability Income & Long Term Care Insurance, Retirement Planning, Holistic Pre And Post Retiement Planning Including Medicare Plan, Annuities & Life Insurance, Comprehensive Financial Planning
James D. Schwartz, CFP®, RICP®
28 miles from Surprise, AZ
Visit James D. Schwartz, CFP®, RICP®

Fee-only Certified Financial Planner® Practitioner focused on assisting near-retirees, retirees and widows and widowers in achieving and maintaining financial security. This requires a holistic approach, meaning all facets of a person's financial... See More

Highlights: Professional Wealth Management, Fee-Only, Comprehensive Financial Planning, Fee Only, Financial Planning Advice And Services, Retirement Income Planning, Retirement Planning, Fiduciary, Loss of Spouse, Registered Investment Advisor, Investment Consulting, Independent Investment Advisor, CFP ®, Women's Issues, NAPFA Member, Retirement Distribution Plan, Certified Financial Planner, Financial Planning, Advisory And Investment Management
Strategic Wealth Advisors, LLC
28 miles from Surprise, AZ
Visit Strategic Wealth Advisors, LLC

John Bagley, CFP, CPA, MBA
We are an independent, fee-only coordinated wealth management firm dedicated to meeting your needs. We view each client as unique, with circumstances and financial needs that require customized planning. We work with you an... See More

Burton Wealth Management
28 miles from Surprise, AZ
Visit Burton Wealth Management

Burton Wealth Management is a comprehensive financial services firm committed to helping you improve your long term financial success. Our customized programs are designed to help grow, help protect and help conserve your wealth by delivering an unpr... See More

Highlights: Retirement Solutions & Planning, 401k Rollover, Asset Allocation, Annuities & Life Insurance, Retirement Planning & Investing, Annuities, Corporate Bonds, Index Funds, Professional Wealth Management, Estate Planning, Investment Planning, Specialize In Retirement Planning And Retirement Distribution, Financial Planning Advice And Services, Investment Advisory, 403B Plans, Investment Management, Retirement Scenario Planning, Retirement Distribution Plan, Disability Income & Long Term Care Insurance, 401K Consulting
ARQ Wealth Advisors
28 miles from Surprise, AZ
Visit ARQ Wealth Advisors

Jason Lilly, CFA, CFP, MBA

Continuum Wealth Management
28 miles from Surprise, AZ
Visit Continuum Wealth Management

We provide fiduciary Fee-Only Wealth Management on an ongoing basis for affluent pre-retirees and retirees. Our wealth management service is a combination of customized investment management based on your goals, values, desires and objectives AND per... See More

Highlights: Income Tax Planning, IRA, Independent Investment Advisor, Fee Only, Retirement Distribution Plan, Comprehensive Financial Planning, Professional Wealth Management, Investment Services, Investment Management, 401k Rollover, Financial Planning, Investment Policy Statements, Retirement Planning, Wealth Management, Fiduciary, Retirement Income Planning, Certified Financial Planner, Charitable Planning, NAPFA Member, Estate Planning
Visit Darin R Shebesta, Jackson Financial Advisors

Darin R Shebesta, Jackson Financial Advisors

Scottsdale, AZ 85258

Camden Financial Management, Inc.
28 miles from Surprise, AZ

Randy Oldenburg, BA, BS, CFP
Camden Financial Management is a 25-year experienced, fee-only firm that works solely with individuals, addressing their investment management and financial planning needs. As opposed to the typical “team approach&... See More

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