National Retirement Planning Experts

National Coverage
Local Professionals

Financial decisions are often complicated. Decisions like saving for the future, preparing for retirement, protecting your assets, planning to acquire an estate are all complex enough to make your head spin. A trusted financial advisor can help you to sail you through your journey!

We understand your financial needs are not always the same! Choosing the right financial advisor in Prescott is a tedious task to do. financialadvisor.net give you extensive options to compare best advisors in Prescott & pick the one as per your needs

How To Find Best Financial Advisors & Planners in Prescott?

Looking for a qualified financial advisor in Prescott? We can help you by narrowing down your options & listing the best financial advisors in Prescott as per their qualifications & experience.

Find! Compare & Connect with the top financial advisors in Prescott near you with the list of certified and vetted Prescott financial advisors.

List of Qualified Financial Advisors in Prescott, Arizona

List of Additional Financial Advisors in Prescott, Arizona*

* Additional advisor listing is provided in partnership with Yext

dummy-image

L.R. Patent Financial Services

141 South McCormick Street
Suite 201

Prescott, AZ 86303
877-639-0015

dummy-image

Poindexter Financial Group, Inc., The Financial Coach"

1965 Commerce Center Circle
Suite D

Prescott, AZ 86301
928-443-5542

dummy-image

Taylor & Padgett Financial Group

1555 Plaza West Drive

Prescott, AZ 86303
928-778-0933

dummy-image

Steven Rhein - Ameriprise Financial Services, LLC

141 S McCormick St
Ste 104

Prescott, AZ 86303
928-771-2117

dummy-image

Victory Wealth Services

3741 Karicio Ln
2

Prescott, AZ 86303
928-778-1050

dummy-image

Edward Jones - Financial Advisor: Lee A Iredell

609 E Gurley Street

Prescott, AZ 86301
928-445-9710

dummy-image

Edward Jones - Financial Advisor: Joseph H Crockett

609 E Gurley Street

Prescott, AZ 86301
928-445-9710

dummy-image

Edward Jones - Financial Advisor: Daniel Machado

2971 Willow Creek Rd
Suite 1-B

Prescott, AZ 86301
928-445-0973

dummy-image

Edward Jones - Financial Advisor: Heath Baker

2971 Willow Creek Rd
Suite 1-B

Prescott, AZ 86301
928-445-0973

dummy-image

Edward Jones - Financial Advisor: Samuel Dias

624 W Gurley St
Suite G

Prescott, AZ 86305
928-443-8712

dummy-image

Edward Jones - Financial Advisor: Dan Petz

624 W Gurley St
Suite G

Prescott, AZ 86305
928-443-8712

dummy-image

Edward Jones - Financial Advisor: Adam J DeForge

1947 Commerce Center Cir
Ste D

Prescott, AZ 86301
928-445-1172

dummy-image

Edward Jones - Financial Advisor: Dakoda L Peterson, CFP®|CRPC®

1670 Willow Creek Road
Suite B

Prescott, AZ 86301
928-443-9347

dummy-image

Hosler Wealth Management LLC

700 South Montezuma Street

Prescott, AZ 86303
928-778-7666

dummy-image

Ty Sell - Morgan Stanley

118 E Carleton Street

Prescott, AZ 86303
928-443-3064

dummy-image

Chris Kissel - Morgan Stanley

118 E Carleton Street

Prescott, AZ 86303
928-443-3065

dummy-image

John Sanderson - Morgan Stanley

118 E Carleton Street

Prescott, AZ 86303
928-443-3075

* Additional advisor listing is provided in partnership with Yext

Frequently Asked Questions

Why should I hire a financial advisor to manage my money?

The core objective of a financial advisor is to get your finances on the right track & help you strategize your spendings, investments & savings to mitigate the future financial risks. A financial advisor creates a plan for you based on your short term & long term financial goals keeping the market situations into consideration and provides you a roadmap to attain those goals.

How can I pick a good financial advisor?

A good financial advisor is the one who has a sound knowledge of managing finances, the experience of working with market ups & downs & most importantly - understands your financial goals & needs well. To find a 'good' financial advisor, you need to get your financial goals defined & choose the best fiduciary financial advisor that puts your best interest on priority. Choose the best financial advisor for you with our financial advisor's directory.

What's the difference between a financial planner and a financial advisor?

A financial advisor provides a vast spectrum of advisory investment management, debt repayment, tax planning, estate planning, retirement planning, insurance depending on your need, whereas a financial planner helps you create a financial plan to help you meet your goals. While the work of a financial planner & a financial overlap at a certain point, there is a fine line of difference based on cost, goals & way of working between the two.

How much money should I have before getting a financial advisor?

The cost of a financial advisor depends upon factors like experience, certifications & the type of financial advisor. Cost varies as per the type of financial advisor you choose as no one-size-fits-all compensation option for advisors. The most common ways a financial advisor is compensated are fee-only, hourly rates, commission-based, fixed flat rates & percentage of the account. You need to talk to your advisor about the cost involved before hiring the one.

What type of financial advisor do I need?

Given a wide variety of financial advisors, if you are unable to analyze the type of financial advisor you need, you should consult an advisor who can look at the complete picture. In general terms, the CFP or ChFC certified financial advisor is a preferred choice as in order to achieve the certification one needs a good amount of hands-on experience.

Find an Advisor
It's Fast, Free & Easy

  Your Information is Safe and Secure

Interview top quality financial advisors who meet your requirements

paladin-banner
Get Matched With Advisors