Top Rated Financial Advisors in Tucson, Arizona

Knowing that your financial future is in safe hands is reassuring! An experienced financial expert can help you strategize your spendings, earnings, investments and savings to overcome your financial challenges and meet your financial goals effectively. However, finding a trusted financial advisor in Tucson, Arizona is a daunting undertaking as there are hundreds of advisors near you, with a long list of qualifications and certifications to research and evaluate, that may leave you perplexed.

Find top advisors in Tucson, Arizona with Paladin Registry

Paladin Registry helps you sail through your financial advisor search journey easily by narrowing down your list to top vetted financial advisors in Tucson, Arizona near you.

Search for the best financial advisors and planners for you with Paladin Registry’s unbiased free matching tool and get matched to vetted, pre-qualified financial advisors. Compare the advisor's credentials, certifications, firm associations etc. and connect with the financial advisor that best matches your requirements.

James Good

Attessa Capital

James Good, a financial fiduciary, provides financial services to clients in the Tucson, Arizona area. James has over 22 years of experience.

Tucson, AZ

Telephone Advisor

Telephone: 520-600-3064

Visit Advisor Website

www.attessacapital.com

View Research Report

Additional Information:

Years of Experience:
22 Years

Fee Structure


• Fee-Only
• Based on Assets

Asset Requirement: $1,000,000

Financial Services Provided:


• Financial Planning
• Portfolio Management
• Retirement Planning
• 401K Rollovers
• Wealth Management
• Money Management
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Name(s) of Custodian(s):
Charles Schwab

Michelle Anthony

Modern Wealth Management

AIF^®

Michelle Anthony, a financial fiduciary, provides financial services to clients in the Tucson, Arizona area. Michelle holds a AIF^® certification. Michelle has over 26 years of experience.

Tucson, AZ

Telephone Advisor

Telephone: 520-298-1900

Visit Advisor Website

View Research Report

Additional Information:

Years of Experience:
26 Years

Fee Structure


• Fee-Based
• Commissions
• Flat Fee
• Based on Assets

Asset Requirement: $250,000

Financial Services Provided:


• Risk Management
• Financial Planning for Individuals
• Financial Planning for Businesses
• Tax Advice and Services
• Estate Planning & Trusts

Name(s) of Custodian(s):
TD Ameritrade & Pershing LLC

Michael Treiberg

Treiberg Wealth Management, Inc.

CFP^®, ChFC^®

Michael Treiberg, a financial fiduciary, provides financial services to clients in the Tucson, Arizona area. Michael holds a CFP^®, ChFC^® certification. Michael has over 22 years of experience.

Tucson, AZ

Telephone Advisor

Telephone: 520-232-0505

Visit Advisor Website

https://www.treibergwealth.com/

View Research Report

Additional Information:

Years of Experience:
22 Years

Fee Structure


• Fee-Based
• Hourly
• Flat Fee
• Based on Assets

Asset Requirement: $25,000,000

Allworth Financial

Allworth Financial, a financial fiduciary firm, has been a Paladin Registry member since 2020 and provides financial services to clients in the Tucson, Arizona area.

Tucson, AZ

Telephone Advisor

Telephone: 888-242-6766

Visit Advisor Website

https://allworthfinancial.com/

View Research Report

Additional Information:

Fee Structure


• Fee-Based

Financial Services Provided:


• Retirement Planning
• Tax Advice and Services
• Estate Planning & Trusts

Name(s) of Custodian(s):
TD Ameritrade