Financial Advisors Phoenix

Got Questions?

Financial Planning Services Phoenix

Are you tired of stressing over your financial management? Come to Financial Advisor Phoenix today, and let one of our Phoenix financial planners help you get started on the path to successful money management.

life insurance phoenix az



phoenix retirement planning


phoenix wealth management


phoenix financial advising


phoenix business planning


Financial Advisor Phoenix

If you are looking for a financial consultant in Phoenix to help you with your financial planning, look no further! At Financial Advisor Phoenix, we understand how stressful it can be to go over your personal finances, or even just trying to figure out how to find a financial advisor, or how to choose a financial planner.

These can all seem like overwhelming tasks if you do not know where to go or where to start. This is why our team of financial advisors in Phoenix AZ are here to help you take the first steps to reaching your financial goals.

We provide free life insurance quotes.

Contact us for a fast and free quote!

About Our Company

Financial Advisor Phoenix is a financial company and life insurance company with a team of highly skilled financial planners in Phoenix. We offer our clients a number of different financial services to help them in all aspects of their financial planning, whether you are looking for life insurance quotes, retirement annuity, a wealth advisor/wealth manager or more, our team of financial advisors are here for you.

Our company is about more than being money managers and life insurance agents for our clients. We want to help you make sure that every part of your financial plan is working to your benefit, so that in an unpredictable world, you and your loved ones can be financially prepared for almost anything.

Our team of Phoenix financial advisors are able to offer you a number of different financial services to help improve your financial strategy, such as:

  1. Financial Planning
  2. Life Insurance / Annuities
  3. Retirement Planning
  4. Business Planning
  5. Children Education Goals
  6. Wealth Management / Investments
  7. Disability Insurance / Income Protection
  8. Cash Flow Management / Debt
  9. Estate Planning
  10. Long Term Care Insurance

All of these different services are available to help you make sure that you can reach your financial goals, and make sure that you are doing everything you can to ensure that you and your loved ones are financially prepared for your future.

boise financial planning and financial advisors

Why Choose Us?

At Financial Advisor Phoenix, our financial planners and financial consultants are here to work with you and help you, not try to sell you something. Something that has set us apart from other financial companies and other insurance companies is that we work to understand our clients, and develop meaningful relationships, so that our clients know that they can trust us to provide them with financial recommendations that are truly in their best interest.

The reason our clients love their Phoenix financial advisors so much is because we are much more than money managers. We have the best financial advisors in the business because they genuinely want to help their clients see the rewards of their financial planning.

For us at Financial Advisor Phoenix, there is nothing more rewarding than seeing our clients reach their financial goals. If you are ready to take the first steps towards your financial goals, call or contact us today to meet with a financial counselor or certified financial planner in Phoenix AZ today!

Also be sure to ask about a virtual meeting! In order to help our clients feel safe and comfortable, our advisors are available for virtual meetings! Call us today to get started!

We provide free financial plans.

Contact us for a free a financial consultation!

phoenix life insurance quotes

How does it work?

Financial Advisor Phoenix is here to help those who have found themselves asking the question: “how do I find financial advisors near me?”

When you contact Financial Advisor Phoenix, we will put you in touch with a financial planner near you to help you get started working on your financial plan. When it comes to getting all of the different aspects of your financial plan put together, it can be a process, so just remember that it will take several different meetings with your financial advisor.

The first thing your advisor will need to do is to find out as much about your current financial situation as they can, such as any existing life insurance you may have, your income, your monthly expenses, your savings, etc.

This allows them (and you) to see where you are, and once you set financial goals for yourself, it will allow you to see what you need to achieve those goals.

This will allow you to change your current financial plan in order to make sure your money is going to the best places. Taking stock of your current financial situation is a good way to see what changes need to be made in your spending habits and such.

Phoenix Financial Services

When it comes to our financial services, our financial planners in Phoenix want to make sure that every part of your plan is covered. Make sure to talk to a financial consultant near you to see which of these services could be the most beneficial to helping you reach your financial goals.

Financial Planning

What is financial planning?

Our certified financial planners are here to help you go over your financial situation and help create a financial plan with recommendations to fill the gaps that might be left later on if you continue down your current path.

Financial planning is a good way to see what you need to do or change to reach your financial goals.

Life Insurance Phoenix AZ

If you are looking for life insurance in Phoenix, our financial advisors are also insurance agents that would be happy to show you different life insurance quotes, whether you are looking for whole life insurance or term life insurance.

Life insurance can help to ensure that in the event of a premature death, you and your loved ones can be taken care of. So if you are looking for an insurance company near you, give us a call!

Retirement Planning Phoenix

At Financial Advisor Phoenix, we want to help our clients get through retirement, not just to it.

Retirement planning helps to make sure that when the time comes for you to retire, you can live out the rest of your life stress free, without having to worry about outliving your money. Start planning now so that you can look forward to retirement.

Business Planning

Whether you need group life and disability insurance policies, buy/sell funding, group benefits, business continuation consultation or more, our team is here to help you make sure that your business is heading for success, allowing you to focus more on helping your dream grow.

Children Education Goals

With the cost of college tuition rising so much at such a rapid rate, if you are interested in funding your child’s future education, the best time to start is now.

Talk to an advisor about putting some money aside each month to avoid having to break the bank later to put for your child’s future schooling.

Wealth Management / Investments

Our wealth advisors at Financial Advisor Phoenix are here to help you make sure that your money is working hard for you.

Instead of your money just sitting around, we want to help ensure that you are getting the most out of your hard earned money.

Disability Insurance / Income Protection

Disability income insurance helps make sure that even if you find yourself in a position where you are unable to work because of a disability, you can still stay on track to meet your financial goals.

Many people have found themselves in a situation where they are suddenly not able to work anymore, and as result, this can have a major impact on your financial plan. Disability insurance helps to make sure that you won’t have to sacrifice your financial future.

Cash Flow Management / Debt

We know that even though most people do their best to avoid debt, sometimes it is unavoidable. Debt can be incredibly stressful, and can feel endless. Our financial advisors are here to do what we can.

By calculating your debt, we can help you put together a plan to start tackling that debt. While we can’t make your debt disappear overnight, we can help make sure that we are doing what we can to help you face that debt straight on.

Estate Planning Phoenix

We can’t help you avoid death, but we can help you get ready for it. Estate planning helps to ensure that when you are planning for the future, you can make sure that after you go, you know what is going to happen to your belongings, instead of your state deciding what will happen to them.

Long Term Care Insurance

Over half of people over their retirement age will experience a long term care event. In the event that you cannot take care of yourself in the future, nursing homes and assisted living can be very costly.

If you fail to save properly, your savings can be drained quickly.

Long term care insurance helps to make sure that if this happens to you, you don’t have to sacrifice your financial security.

About Phoenix

Phoenix is the capital city of Arizona. Located in the “Valley of the Sun”, Phoenix is a sunny city with a population of about 1.66 million people.

Phoenix has many different attractions and fun activities, such as its multiple high end spas and resorts. Phoenix also has many different golf courses and nightclubs that are sure to be a fun time.

If you are not as interested in the night life, Phoenix is also home to the Desert Botanical Garden.

Financial Advisor Phoenix has been so proud to have helped our clients in the Phoenix area for years, as well as offering our financial services to those in some of the surrounding cities, such as:

  • Mesa, AZ
  • Scottsdale, AZ
  • Glendale, AZ
  • Tempe, AZ
  • Peoria, AZ
  • Avondale, AZ
  • Sun City, AZ
  • Paradise Valley, AZ
  • And many other surrounding areas

Industry Frequently Asked Questions

There are a lot of questions to ask a financial advisor. Most people do not know a lot about personal finance, so if you feel clueless, you are not alone. Having questions is great, and our advisors are here to answer any questions you may have about financial planning, life insurance, or more.

What is a financial advisor, and what does a financial advisor do?

A financial advisor is someone who helps you go over your current financial plan in order to help you improve your financial strategy. Your financial advisor can help you fill the gaps that might be left in your current financial plan, and can help make sure that you reach your financial goals.

How to choose a financial planner for retirement, and when to get a financial planner?

When it comes to financial planning, especially planning for retirement, it is actually great to start planning early. Don’t wait until you are about to retire to start planning for retirement! When you start earlier, it is easier to save in a more manageable way, and easier to make sure that you can reach your retirement goals.

Can I get life insurance on my kids?

Yes, you can get child policies. Pricing for life insurance is based on your age and health, and is actually cheaper if you are young and healthy. Talk to an advisor to help you get a policy for your children, even if it is a small amount. They can choose to add more when they are older if they wish.

Client Reviews


“Our advisor is great. He is so friendly, and I always enjoy talking to him. He has helped us get some affordable life insurance policies, and every year he checks in to make sure that we are still on track to reach our retirement goals.”

- Cynthia J.


“I have worked with other financial companies and advisors in the area, but the whole time I felt like the guy was just trying to sell us something. We decided to try out Financial Advisor Phoenix, and this new advisor was great. He actually listened to what we wanted and helped us go over our plan in depth. I didn’t feel like we were just another sale to him.”

- Jon K.


“We have been working with our advisor for years, and we have gone to him for pretty much every financial need we’ve had. He is such a nice guy and he has helped us get on track to make sure we actually have enough retirement money saved.”

- Emma L.

Get a free financial plan today.

Contact us today for your free financial plan!

Contact Us Today

At Financial Advisor Phoenix, we are here to make sure that no matter what you need to get on the path to financial success, we can offer you the right solution. Our advisors are ready and eager to help you go over your financial plan.

In a world that is becoming more and more unpredictable, make sure that you are doing all that you can to prepare for the future, starting now! Contact us today to get in touch with a financial advisor near you!

Financial Advisors Pho


Copyright 2024 - Financial Advisor Phoenix | All Rights Reserved