Financial Advisors in Marana, Arizona (Pima County)

Victor Hess, AEP, AIFA, CCPS, CFP, CIMA, CPA/PFS
Welcome! ButtonWood Advisors, LLC is a Tucson, Arizona fee only Registered Investment Advisory firm, offering financial planning and investment advice on an as needed hourly basis. This means we have no minimum account value. We are fiduciaries. As a fiduciary we place your best interest first. Even before our own. We owe no loyalty to any company or product. The only product we provide is advice. Our loyalty is only to you. ButtonWood Advisors, LLC adheres to the philosophy that there are three distinct financial phases of everyone's life. Building Wealth, Distributing Wealth, and Transferring Wealth all built on Protecting Wealth and all covered by the Umbrella of Taxation. Where as some advisors specialize solely in wealth accumulation, you can rest assure that ButtonWood Advisors, LLC is an expert in all phases of your financial life.We strongly believe in client's financial education. We believe that financial literacy will be the over riding aspect determining the degree of success our clients have in their financial life. Our website contains a wealth of information in the form of newsletters, articles, calculators, and research reports. We also offer online and worksite seminars to help keep you informed so you can make the best financial decisions.We believe that financial planning is more than just planning for your retirement. Financial planning directly affects your tax situation. You may not realize, but taxes are likely your largest single expense. We can help you lower your taxable income and get an immediate return on your investment.Contact us... See More

Linda Stratton, CFP, EA, MBA
Stratton Advisors helps people reach the goal of building assets to create financial independence then implement a strategy to generate a a retirement paycheck. I use an integrated approach that coordinates tax planning, investment advice, and financial planning services.
Stratton Advisors builds a unique relationship with each client that focuses on you, not on product sales. Your situation, your goals, and your expectations deserve unbiased, objective advice. The amount of money you need to be financially independent is not the same as it is for your neighbor or your co-worker or your sibling. The amount of money you need depends on your goals for your life. It depends on your activities, interests, health, family obligations and other elements of your own situation. Financial planning is the process of pulling it all together.

Linda is a tax professional and Enrolled Agent as well as a Certified Financial Planner®, and uniquely prepared to integrate smart tax planning with effective investment strategies. Linda is a NAPFA-Registered Financial Advisor and a member of ACP, the Alliance of Comprehensive Planners.

For an initial get acquainted meeting, Stratton Advisors offers a complementary appointment to discuss your situation and your concerns.
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Frank Presson, BA, CFP
This firm offers Comprehensive Financial Planning, believing that only by looking at the client's planning goals can insurance, investments, tax planning, retirement, estate planning, college planning or the other financial issues be effectively addressed. The firm does not undertake piecemeal planning functions.
The President of the firm, a CFP (c) - A NAPFA Investment Advisor, has gone through early retirement from a major corporation and moved the business to Tucson, AZ in 1994, from the Washington DC area (VA).
Presson Financial Associates, LLC provides comprehensive financial planning and implements planning goals as mutually agreed. Planning is done on an hourly basis and plan implementation is on an annual retainer.


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Rebecca Chacko, BA, BS, CFP, MBA, MS
We are a comprehensive financial planning and investment advisory firm. We offer The Connect the Dots Process™ to help you connect all the essential elements in preparation for a successful retirement. Created by Chacko-Hertz Financial Solutions, The Connect the Dots Process™ will help you save money, protect and nurture your family, and achieve your goals. We seek first to understand your values, goals, objectives, and time frame. We then develop and implement - with your active participation - a plan of action best suited to achieving your financial and life goals. To begin creating a comprehensive plan, we offer a complimentary and valuable discovery process to help more clearly assess your current situation, develop a powerful vision for your future, and to help you find out if our process is right for you. To explore this opportunity, please contact Rebecca Chacko.... See More

Fee only comprehensive financial advisors that also have tax, investment,estate planning and trust services available.

Savvy Outcomes offers fee-only services and comprehensive advice. We provide financial education for our clients in order to ‘build wealth through knowledge. Specializing in helping HC Professionals, Women, and Young Couples shape their financial future while living a savvy lifestyle, our only mission is to serve our clients and help them reach financial freedom.... See More

Comprehensive financial planning that helps you achieve peace of mind. We work only for you not for a company selling a product. We focus on your goals and all areas of your financial life - taxes, investments, insurance, retirement, estate planning, money management, and more.... See More

James Stoes – AAMS® is the Founder of San Tan Planning and Investments, PLLC (STPI), a Comprehensive Financial Planning Firm located in Chandler, AZ that provides highly personalized financial guidance throughout the Phoenix metro area. STPI provides professional wealth management and financial planning services to busy professionals, business owners and families.

Our core mission is simple - "To help improve our clients' financial lives." Our belief is that managing wealth extends beyond building investment portfolios. It means partnering with people to define what matters most as they prepare for the next stage of life. We bring value to our clients by understanding what their needs and aspirations are. Our approach is comprehensive, consultative, objective and committed to excellence. The client dictates the focus and objectives, we bring principled, competent, and independent advice.... See More

Kenneth Brenden, CFP

Lucas Wennersten
Specializing in Canadians making the transition to the US (and back) and all Canada/US financial planning issues. My website contains a wealth of information on the topic at www.transitionfinancial.com