Financial advisors in Sun City West, AZ

32 advisors · page 1 of 2

Andrew Gauer
Financial advisor at Edward Jones
Edward Jones · $1.01T AUM
CFP®VerifiedFinancial planning
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Braden Cope
Financial advisor at Edward Jones
Edward Jones · $1.01T AUM
CFP®VerifiedFinancial planning
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Matthew McNally
Financial advisor at Edward Jones
Edward Jones · $1.01T AUM
CFP®VerifiedFinancial planning
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Alison McGuire
Financial advisor at Pnc Wealth Management
Pnc Wealth Management · $30.27B AUM
Verified
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Andrew Munger
Financial advisor at J.p. Morgan Securities LLC
J.p. Morgan Securities LLC · $429.69B AUM
VerifiedFinancial planning
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Asa Savage
Financial advisor at Aegis Capital Corp.
Aegis Capital Corp. · $1.78B AUM
VerifiedFinancial planning
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Brendan Luther
Financial advisor at Pnc Wealth Management
Pnc Wealth Management · $30.27B AUM
Verified
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Brian Frick
Financial advisor at USA Financial Securities LLC
USA Financial Securities LLC · $296.5M AUM
VerifiedFinancial planning
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Brian Trimble
Financial advisor at Oneseven
Oneseven · $7.72B AUM
VerifiedFinancial planning
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Bryan Heath
Financial advisor at Gradient Advisors, LLC
Gradient Advisors, LLC · $289.3M AUM
VerifiedFinancial planning
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Christopher Mariner
Financial advisor at Oneseven
Oneseven · $7.72B AUM
VerifiedFinancial planning
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Deanna Lynch
Financial advisor at Edward Jones
Edward Jones · $1.01T AUM
VerifiedFinancial planning
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Dennis Caufield
Financial advisor at Centaurus Financial, Inc.
Centaurus Financial, Inc. · $9.74B AUM
VerifiedFinancial planning
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Dudley Balzer
Financial advisor at The Wealth Consulting Group
The Wealth Consulting Group · $6.28B AUM
VerifiedFinancial planning
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Edward Churray
Financial advisor at Cetera Investment Advisers LLC
Cetera Investment Advisers LLC · $256.81B AUM
VerifiedFinancial planning
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Gabriel Spano
Financial advisor at Pnc Wealth Management
Pnc Wealth Management · $30.27B AUM
Verified
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Jason Peterson
Financial advisor at Edward Jones
Edward Jones · $1.01T AUM
VerifiedFinancial planning
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Jeffrey Hertig
Financial advisor at Edward Jones
Edward Jones · $1.01T AUM
VerifiedFinancial planning
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Joanne Dushek
Financial advisor at J.p. Morgan Securities LLC
J.p. Morgan Securities LLC · $429.69B AUM
VerifiedFinancial planning
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Joshua Butler
Financial advisor at Edward Jones
Edward Jones · $1.01T AUM
VerifiedFinancial planning
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Karielle Thalman
Financial advisor at Edward Jones
Edward Jones · $1.01T AUM
VerifiedFinancial planning
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Karla Thalman
Financial advisor at Edward Jones
Edward Jones · $1.01T AUM
VerifiedFinancial planning
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Katherine Udy
Financial advisor at Edward Jones
Edward Jones · $1.01T AUM
VerifiedFinancial planning
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Kelly Miller
Financial advisor at Lpl Financial LLC
LPL Financial LLC · $819.12B AUM
VerifiedFinancial planning
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Kevin Hansen
Financial advisor at Edward Jones
Edward Jones · $1.01T AUM
VerifiedFinancial planning
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Orion Willis
Financial advisor at Centaurus Financial, Inc.
Centaurus Financial, Inc. · $9.74B AUM
VerifiedFinancial planning
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Peter Martin
Financial advisor at Martin Financial Solutions, LLC
Martin Financial Solutions, LLC · $2.2M AUM
Verified
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Peyton Thalman
Financial advisor at Edward Jones
Edward Jones · $1.01T AUM
VerifiedFinancial planning
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Robert Kromer
Financial advisor at Rk Retirement Solutions LLC
Rk Retirement Solutions LLC · $21.5M AUM
Verified
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Robert Sullivan
Financial advisor at J.p. Morgan Securities LLC
J.p. Morgan Securities LLC · $429.69B AUM
VerifiedFinancial planning
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How this list works

Facts, not ratings. Where each advisor works, their firm, and their CFP® certification come from public SEC records (Form ADV and the SEC's adviser database), updated weekly. There are no reviews or star ratings.
No one pays to be here, or to rank higher. Advisors who've claimed their Advicer.bio page come first, because they're the ones who can answer a message. Then verified advisors, then CFP® professionals, then A to Z.
Check before you hire. Every advisor has a link to their SEC record, with their registrations and any disclosures.
This isn't advice or a recommendation of any advisor. It's a starting point.

Before you hire an advisor in Sun City West, AZ

Look up their record. The SEC link on each advisor shows where they've worked, their registrations and any disciplinary disclosures.
Read the firm's brochure. Every registered firm files a Form ADV Part 2 that explains its services, fees and conflicts of interest in plain language.
Ask how they're paid. A flat fee, a percentage of assets, hourly, or commissions on products. Each one changes what you pay and what they recommend.
Ask whether they act as a fiduciary for all of your accounts, all of the time, and get the answer in writing.
Check the fit. Ask who they usually work with, what's included, and how often you'll talk. A first meeting is usually free.

Are you an advisor? Claim your page so people looking for an advisor near you can reach you. It's free.

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Financial advisors in Sun City West, AZ.

How this list works

Before you hire an advisor in Sun City West, AZ