Financial Planners Sun City AZ

Welcome to the HomeBusinessMag.com Local Pages. Here you can find local information about Financial Planners in Sun City, AZ. We have compiled a list of businesses and services around around Sun City, including Financial Planners that should help you with your search. In order to better help you find what you are looking for, the rest of the information on this page has also been targeted to Financial Planning. We hope this page helps satisfy your local needs.

David Fernandez
Wealth Engineering, LLC
(480) 296-2042
20325 N. 51st Avenue, Suite 134 (bldg 5)
Glendale, AZ
Expertises
Ongoing Investment Management, Cash Flow/Budgets/Credit Issues, Retirement Planning & Distribution Rules, High Net Worth Client Needs, College/Education Planning, Estate & Generational Planning Issues
Certifications
NAPFA Registered Financial Advisor, BS, CFP®

Robert Burger
Perspective Financial Services, LLC
(602) 635-1313 or 235-0336
1440 E. Missouri Avenue, Suite 250
Phoenix, AZ
Expertises
Helping Clients Identify & Achieve Goals, Retirement Plan Investment Advice, Hourly Financial Planning Services, Ongoing Investment Management, Middle Income Client Needs, Divorce Planning
Certifications
NAPFA Registered Financial Advisor, CDFA, CFP®

Mr. Richard W. Bolek, CFP®
(623) 975-2881
13540 W Camino Del Sol
Sun City West, AZ
Firm
Independent Financial Group
Areas of Specialization
Asset Allocation, Comprehensive Financial Planning, Estate Planning, General Financial Planning, Insurance Planning, Investment Management, Investment Planning

Data Provided by:
Mr. Ronald A. Blauvelt, CFP®
(623) 933-4310
13912 W. Stardust Blvd
Sun City West, AZ
Firm
Life Specialists, Inc.

Data Provided by:
Mr. Max W. Smith, CFP®
(623) 583-6141
12213 W Bell Rd Ste 209
Surprise, AZ
Firm
Hillspring Financial, Inc.
Areas of Specialization
Asset Allocation, Comprehensive Financial Planning, Employee and Employer Plan Benefits, General Financial Planning, Investment Management, Investment Planning, Life Transitions
Key Considerations
Average Net Worth: $500,001 - $1,000,000

Average Income: $50,001 - $100,000

Profession: Not Applicable

Data Provided by:
Matthew Murphy
Murphy Capital Advisors, LLC
(623) 872-3333
6751 N. Sunset Blvd.
Glendale, AZ
Expertises
Helping Clients Identify & Achieve Goals, Retirement Planning & Distribution Rules, Ongoing Investment Management
Certifications
NAPFA Registered Financial Advisor, CFP®

Michael Larriva
Perspective Financial Services, LLC
(602) 635-1313 or 235-0336
1440 E. Missouri Avenue, Suite 250
Phoenix, AZ
Expertises
Retirement Planning & Distribution Rules, Helping Clients Identify & Achieve Goals, Planning Concerns for Corporate Executives, Advising Medical Professionals, Planning Issues for Business Owners, Women's Financial Planning Issues
Certifications
NAPFA Registered Financial Advisor, BS, CFP®

Mr. Kerry Wesley Tanner, CFP®
(623) 975-2881
13540 W Camino Del Sol
Sun City West, AZ
Firm
Independent Financial Group, LLC
Areas of Specialization
Asset Allocation, Charitable Giving, Comprehensive Financial Planning, Estate Planning, General Financial Planning, Investment Management, Retirement Income Management
Key Considerations
Average Net Worth: $500,001 - $1,000,000

Average Income: $50,001 - $100,000

Profession: Not Applicable

Data Provided by:
Lauren Lee Morgan, CFP®
(623) 933-0600
12213 W Bell Rd Ste 115
Surprise, AZ
Firm
Morgan Wealth Management, Inc.

Data Provided by:
Paul D Axberg, CFP®
(623) 773-9099
13843 W Meeker Blvd
Sun City West, AZ
Firm
Invest Financial
Areas of Specialization
Retirement Income Management
Key Considerations
Average Net Worth: $500,001 - $1,000,000

Average Income: $50,001 - $100,000



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