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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 Tucson is a tedious task to do. financialadvisor.net give you extensive options to compare best advisors in Tucson & pick the one as per your needs

How To Find Best Financial Advisors & Planners in Tucson?

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

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

List of Qualified Financial Advisors in Tucson, Arizona

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Eric Mattingly, CFP®, MBA

Treiberg Wealth Management

3573 E Sunrise Dr
Suite 115

Tucson, AZ 85718
(520) 2320505

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Michael Treiberg CFP®

Treiberg Wealth Management, Inc.

3573 E Sunrise Drive, Suite 115

Tucson, AZ 85718
(520) 2320505

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Michelle Anthony, AIF®, MS

Catalina Wealth Management

1640 East River Road
Suite 208

Tucson, AZ 85718
(520) 2981900

List of Additional Financial Advisors in Tucson, Arizona*

* Additional advisor listing is provided in partnership with Yext

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Lee Cooper - Ameriprise Financial Services, LLC

3610 N Prince Village Pl
Ste 130

Tucson, AZ 85719
5203271055

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Sally Morgan Allison - Ameriprise Financial Services, LLC

3610 N Prince Village Pl
Ste 130

Tucson, AZ 85719
5207951648

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Niki AE Rowe - Ameriprise Financial Services, LLC

5151 E Broadway Blvd
Ste 730

Tucson, AZ 85711
5207482384

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Paul Altobelli - Ameriprise Financial Services, LLC

1715 E Skyline Dr
Ste 151

Tucson, AZ 85718
5208775644

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Garrett Smith - Ameriprise Financial Services, LLC

5055 E Broadway Blvd
Ste D201

Tucson, AZ 85711
5205146000

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Fernando A. Arreola - Morgan Stanley

7175 N Pima Canyon Dr

Tucson, AZ 85718
5207457068

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Anderson Financial Group

6400 E. El Dorado Circle
Ste. C-200

Tucson, AZ 85715
5208868686

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Thomas Blanchard - Morgan Stanley

7175 N Pima Canyon Dr

Tucson, AZ 85718
5208781985

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Ed Koven - Ameriprise Financial Services, LLC

1715 E Skyline Dr
Ste 151

Tucson, AZ 85718
5208775636

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Robin McGeorge - Morgan Stanley

7175 N Pima Canyon Dr

Tucson, AZ 85718
5205192329

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Jerry O'Neill - Ameriprise Financial Services, LLC

1715 E Skyline Dr
Ste 151

Tucson, AZ 85718
5208775603

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Christopher Graves, CFP® - Morgan Stanley

7175 N Pima Canyon Dr

Tucson, AZ 85718
5208782003

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Jane Rojas - Morgan Stanley

7175 N Pima Canyon Dr

Tucson, AZ 85718
5205192324

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Selina El-Awad - Morgan Stanley

7175 N Pima Canyon Dr

Tucson, AZ 85718
5205192370

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Scooter Grubb - Morgan Stanley

7175 N Pima Canyon Dr

Tucson, AZ 85718
5207457044

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Sarinya Jackie Phillips - Morgan Stanley

7175 N Pima Canyon Dr

Tucson, AZ 85718
5205192315

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Marc H Lock - Morgan Stanley

7175 N Pima Canyon Dr

Tucson, AZ 85718
5207457031

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Adam Hamilton Paoli - Morgan Stanley

7175 N Pima Canyon Dr

Tucson, AZ 85718
5205192307

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Ronald Diaz - Morgan Stanley

7175 N Pima Canyon Dr

Tucson, AZ 85718
5205192308

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Geoffrey James Miller - Morgan Stanley

7175 N Pima Canyon Dr

Tucson, AZ 85718
5207457012

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Hugo Frausto - Morgan Stanley

7175 N Pima Canyon Dr

Tucson, AZ 85718
5207457074

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McKinley Griffith - Morgan Stanley

7175 N Pima Canyon Dr

Tucson, AZ 85718
5205192301

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David Hum, CFP® - Morgan Stanley

7175 N Pima Canyon Dr

Tucson, AZ 85718
5208782002

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HomeWell Care Services

7225 N. Mona Lisa Road
Suite 204 - Mona Lisa Plaza

Tucson, AZ 85741
5203272555

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Allstate Personal Financial Representative: L. Ross Van Houten

4420 E Speedway Blvd
Ste 102

Tucson, AZ 85712
2537782299

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The Franklin Alvarado Group - Morgan Stanley

7175 N Pima Canyon Dr

Tucson, AZ 85718
5205192300

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Todd Smith - Ameriprise Financial Services, LLC

1715 E Skyline Dr
Ste 151

Tucson, AZ 85718
5208775600

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Morgan Stanley

7175 N Pima Canyon Dr

Tucson, AZ 85718
5205192300

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Terese Anne Loscalzo - Morgan Stanley

7175 N Pima Canyon Dr

Tucson, AZ 85718
5205192309

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Roberto Monroy - Morgan Stanley

7175 N Pima Canyon Dr

Tucson, AZ 85718
5207457017

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Beth Vance - Ameriprise Financial Services, LLC

5151 E Broadway Blvd
Ste 730

Tucson, AZ 85711
5207482384

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Daniel Paoli - Morgan Stanley

7175 N Pima Canyon Dr

Tucson, AZ 85718
5205192332

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Hallmark Financial, LLC

1610 East River Road Suite 116

Tucson, AZ 85718
5205440496

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Cesar Castelo - Morgan Stanley

7175 N Pima Canyon Dr

Tucson, AZ 85718
5205192322

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Simonson Wealth Management

3573 E. Sunrise Drive
#133

Tucson, AZ 85718
5207772415

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JNJ Wealth Management Group, LLC

3567 E. Sunrise Dr.
Suite 105

Tucson, AZ 85718
5208127044

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SJI Financial Services

7481 E Broadway Blvd.

Tucson, AZ 85710
5203266133

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The Pusch Peak Group - Morgan Stanley

7175 N Pima Canyon Dr

Tucson, AZ 85718
5208781988

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Mina Franklin - Morgan Stanley

7175 N Pima Canyon Dr

Tucson, AZ 85718
5207457075

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Anna Alvarado - Morgan Stanley

7175 N Pima Canyon Dr

Tucson, AZ 85718
5207457014

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Robert Selleck - Morgan Stanley

7175 N Pima Canyon Dr

Tucson, AZ 85718
5205192325

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George Herget - Morgan Stanley

7175 N Pima Canyon Dr

Tucson, AZ 85718
5205192328

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Root Assets

11135 East Golf Links Road

Tucson, AZ 85730
5202227225

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DKG Financial Group

3573 East Sunrise Drive
Suite 133

Tucson, AZ 85718
5207772400

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Rincon Financial Group, LLC

7469 E. Tanque Verde Road

Tucson, AZ 85715
5202004032

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Wealth Building Strategies

3017 W. Ina Rd.

Tucson, AZ 85741
5207191990

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Quantum Wealth Management

1984 North Kolb Road

Tucson, AZ 85715
5204458004

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Brent Flading - Ameriprise Financial Services, LLC

1715 E Skyline Dr
Ste 151

Tucson, AZ 85718
5208775622

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Susanna A Hadden - Morgan Stanley

7175 N Pima Canyon Dr

Tucson, AZ 85718
5205192356

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Chip McLaughlin - Morgan Stanley

7175 N Pima Canyon Dr

Tucson, AZ 85718
5205192339

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Wayne F Griffith - Morgan Stanley

7175 N Pima Canyon Dr

Tucson, AZ 85718
5207457063

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Allstate Personal Financial Representative: Ronald Wilson

7385 S Houghton Rd
Ste 125

Tucson, AZ 85747
5203706553

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Mary White - Ameriprise Financial Services, LLC

1715 E Skyline Dr
Ste 151

Tucson, AZ 85718
5208775600

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Carol Ann Ruehl - Morgan Stanley

7175 N Pima Canyon Dr

Tucson, AZ 85718
5208781988

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Daniel Treiber - Morgan Stanley

7175 N Pima Canyon Dr

Tucson, AZ 85718
5208781987

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Eric B Boos - Morgan Stanley

7175 N Pima Canyon Dr

Tucson, AZ 85718
5207457062

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James Peter Dretler - Morgan Stanley

7175 N Pima Canyon Dr

Tucson, AZ 85718
5208782001

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Laurence Lof Financial Advisors

4757 E Camp Lowell Dr

Tucson, AZ 85712
5208812523

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John Silvey - Morgan Stanley

7175 N Pima Canyon Dr

Tucson, AZ 85718
5205192344

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DFG Consultants, LLC

1 South Church Avenue
Suite 1200

Tucson, AZ 85701
5204485228

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Robinson & Shumaker

3567 East Sunrise Drive
Suite 119

Tucson, AZ 85718
5203938990

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Przewlocki Horvath

2030 East Speedway Road
Suite 220

Tucson, AZ 85719
5203268950

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Allstate Personal Financial Representative: Steven Hite

645 E Speedway Blvd

Tucson, AZ 85705
5202357276

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Allstate Personal Financial Representative: Michael Franzen

1660 E River Rd
Ste 150

Tucson, AZ 85718
5208709103

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Debra Coyle - Ameriprise Financial Services, LLC

1715 E Skyline Dr
Ste 151

Tucson, AZ 85718
5208775600

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Adara Wealth Management

205 W. Giaconda Way
Suite 115

Tucson, AZ 85704
5204675506

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Allstate Personal Financial Representative: Douglas Roper

3400 E Speedway Blvd
Ste 202

Tucson, AZ 85716
5202759288

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Philip Pappas II - Ameriprise Financial Services, LLC

5151 E Broadway Blvd
Ste 1530

Tucson, AZ 85711
5205141027

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Aida Castro, MBA

1 South Church Ave
Suite 2200

Tucson, AZ 85701
5206205408

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United Financial Center

4763 East Camp Lowell Drive

Tucson, AZ 85712
5203211777

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Bruce Irby - Ameriprise Financial Services, LLC

4400 E Broadway Blvd
Ste 712

Tucson, AZ 85711
5203253001

* 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.

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