Wealth Management Firms Avondale AZ

Welcome to the Engine Builder Local Pages. Here you can find local information about Wealth Management Firms in Avondale, AZ. We have compiled a list of businesses and services around Avondale, including Investment Banking that should help you with your search. Should you wish to find help online, the ads on this page have also been targeted to Investment Management in order to better help you find what you are looking for. We hope this page helps satisfy your local needs.

Matthew Murphy
Murphy Capital Advisors, LLC
(623) 872-3333
6751 N. Sunset Blvd.
Glendale, AZ
Expertises
Helping Clients Identify & Achieve Goals, Retirement Planning & Distribution Rules, Ongoing Investment Management
Certifications
NAPFA Registered Financial Advisor, CFP®

Michael Larriva
Perspective Financial Services, LLC
(602) 635-1313 or 235-0336
1440 E. Missouri Avenue, Suite 250
Phoenix, AZ
Expertises
Retirement Planning & Distribution Rules, Helping Clients Identify & Achieve Goals, Planning Concerns for Corporate Executives, Advising Medical Professionals, Planning Issues for Business Owners, Women's Financial Planning Issues
Certifications
NAPFA Registered Financial Advisor, BS, CFP®

Mr. Brad E. Baker, CFP®
(602) 631-3208
4862 N Barranco Dr
Litchfield Park, AZ
Firm
LPL Financial Corporation

Data Provided By:
Mr. Jason G Smith, CFP®
(623) 203-7003
5821 W Gwen St
Laveen, AZ
Firm
ING Financial Partners

Data Provided By:
Brett Woods, CFP®
(623) 876-2700
9744 W Bell Rd
Sun City, AZ
Firm
Merrill Lynch
Areas of Specialization
Asset Allocation, Education Planning, Investment Management, Securities
Key Considerations
Average Net Worth: $500,001 - $1,000,000

Average Income: $100,001 - $250,000

Profession: Not Applicable

Data Provided By:
Robert Burger
Perspective Financial Services, LLC
(602) 635-1313 or 235-0336
1440 E. Missouri Avenue, Suite 250
Phoenix, AZ
Expertises
Helping Clients Identify & Achieve Goals, Retirement Plan Investment Advice, Hourly Financial Planning Services, Ongoing Investment Management, Middle Income Client Needs, Divorce Planning
Certifications
NAPFA Registered Financial Advisor, CDFA, CFP®

David Fernandez
Wealth Engineering, LLC
(480) 296-2042
20325 N. 51st Avenue, Suite 134 (bldg 5)
Glendale, AZ
Expertises
Ongoing Investment Management, Cash Flow/Budgets/Credit Issues, Retirement Planning & Distribution Rules, High Net Worth Client Needs, College/Education Planning, Estate & Generational Planning Issues
Certifications
NAPFA Registered Financial Advisor, BS, CFP®

Mr. Matthew J. Murphy, CFP®
(623) 872-3333
6751 N Sunset Blvd Ste 335
Glendale, AZ
Firm
Murphy Capital Advisors, LLC
Areas of Specialization
Asset Allocation, Comprehensive Financial Planning, Estate Planning, Investment Management, Investment Planning, Sudden Wealth Management, Wealth Management
Key Considerations
Average Net Worth: $1,000,001 - $5,000,000

Average Income: $100,001 - $250,000

Profession: Business Executives

Data Provided By:
Ms. Janis W. Ryan, CFP®
(623) 933-9363
10225 W Thunderbird Blvd
Sun City, AZ
Firm
H & S Accounting, LLC
Areas of Specialization
Estate Planning, General Financial Planning, Tax Planning, Tax Preparation
Key Considerations
Average Net Worth: $250,001 - $500,000

Average Income: $50,001 - $100,000



Data Provided By:
Mr. Bart V. Whiles, CFP®
(623) 972-9650
10104 W Coggins Dr Ste D
Sun City, AZ
Firm
Bart V. Whiles

Data Provided By:
Data Provided By:
Babcox Media • www.babcox.com
3550 Embassy Parkway
Akron, OH 44333
330-670-1234 • (FAX) 330-670-0874