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  • 1

    Sonora Investment Management LLC

    Tucson, AZ (2.22 miles)

    Services offered: Money Management, Retirement Planning, 401K to IRA Rollover, Estate Planning

    Portfolio requirement: $100,000

    We are a Fee-Only financial planning firm ready to serve your needs. We can help with 401K rollovers, portfolio management and many other forms of financial planning. Our NEW CLIENT Minimum Portfolio Size = $100,000...

  • 2

    Fried Asset Management, Inc.

    Tuscon, AZ (3.36 miles)

    Services offered: Money Management, 401K to IRA Rollover

    Portfolio requirement: $100,000

    Our firm's managed accounts have outperformed the S&P 500 by 89% since inception in January 1998. We offer separate investor advisory and money management services which use the "Buyback Stragegy" principles. NEW CLIENT min. portfolio size = $100,000...

  • 3

    Valentine Ventures, LLC

    Tuscon, AZ (5.64 miles)

    Services offered: Money Management, 401K to IRA Rollover

    Portfolio requirement: $500,000

    We provide Inclusive Financial Planning & Expert Investment Portfolio Management. We seek to create the optimal blend of growth assets for each client. Our NEW CLIENT minimum portfolio size = $500,000...

  • 4

    McComsey Asset Management, LLC

    Tucson, AZ (6.10 miles)

    Services offered: Money Management

    Portfolio requirement: $250,000

    Our firm specializes in disciplined, quantitative approaches to actively manage large capitalization equities. We serve clients in Arizona, California & Texas. Our NEW CLIENT minimum portfolio size = $250,000...

  • 5

    McComsey Asset Management, LLC

    Tempe, AZ (98.43 miles)

    Services offered: Money Management

    Portfolio requirement: $250,000

    Our firm specializes in disciplined, quantitative approaches to actively manage large capitalization equities. We serve clients in Arizona, CA & Texas. Our NEW CLIENT minimum portfolio size = $250,000...

  • 6

    Raskob Kambourian Financial Advisors LTD

    4100 N First Avenue
    Tucson, AZ

  • 7

    Rps

    1228 E Prince Road
    Tucson, AZ

  • 8

    Sabino Investment Management, L.L.C.

    335 N. Wilmot Road
    Tucson, AZ

  • 9

    Hawtree Advisory Group, LLC

    6069 E. Grant Road
    Tucson, AZ

  • 10

    Pathways Financial Partners, Inc.

    4760 North Oracle Road,
    Tucson, AZ

  • 11

    Aegis Financial Group, Inc.

    6842 East Tanque Verde Road
    Tuscon, AZ

    Services offered: Money Management, Retirement Planning, 401K to IRA Rollover, Estate Planning, 529 College Savings

    Portfolio requirement: $250,000

    We serve many clients throughout the SW including: CA, AZ, CO, NM, UT and NV. Our expertise is in reducing taxes and expenses of our clients and more effectively managing the growth of their assets. NEW CLIENT minimum portfolio size = $250,000...

  • 12

    Al Hewitt

    555 North Wilmot Rd.
    Tuscon, AZ

    Services offered: Money Management, Retirement Planning, 401K to IRA Rollover, Estate Planning, 529 College Savings

    **NAPFA Member** I have devoted myself specifically to providing comprehensive tax and financial planning services to firefighters. I serve firefighter clientele nationally...

  • 13

    Capital West Partners, LLC

    6842 E. Tanque Verde Road
    Tucson, AZ

  • 14

    TCI Wealth Management, Inc.

    1853 N. Kolb
    Tucson, AZ

  • 15

    Jaguar Investment Services, LTD

    4834 W. Saguaro Point Place
    Marana, AZ

  • 16

    Brenden Financial Planning

    9530 East Sundune Drive
    Chandler, AZ

    Services offered: Money Management, Retirement Planning, 401K to IRA Rollover, Estate Planning

    We believe everyone should have access to truly independent, professional financial advice regardless of income level or net worth...

  • 17

    Watts Gwilliam & Company, LLC

    2730 S. Val Vista Dr.
    Gilbert, AZ

  • 18

    Financial Concepts

    3195 West Ray Road
    Chandler, AZ

  • 19

    Transition Financial Advisors Group, Inc.

    20 W. Juniper Avenue
    Gilbert, AZ

  • 20

    Tribeca Financial, LLC

    1635 N. Greenfield Road
    Mesa, AZ

  • 21

    Ziskin Asset Management Inc

    1819 S Dobson Rd Ste 207
    Mesa, AZ

  • 22

    Galloway Asset Management LLC

    1930 N. Arboleda
    Mesa, AZ

  • 23

    Capital Strategies Group, LLC

    2151 E. Baseline Road
    Tempe, AZ

  • 24

    R.H. Investment Group, LLC

    2158 North Gilbert Road
    Mesa, AZ

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