December 5, 2020

8 Best Financial Advisors in Phoenix, Arizona for 2020 • Benzinga

By haziqbinarif


Phoenix, Arizona, is one of the fastest-growing cities in the U.S. This means more money to manage and this also means there are more financial advisors to help you do it. 

Read on to learn Benzinga’s top picks for financial advisors in the Phoenix metro area. 

Best Financial Advisors in Phoenix, Arizona:

Best for Wide Range of Services: Heritage Wealth Solutions

Heritage Wealth Solutions has a strong reputation for helping clients enjoy financial stability. Heritage can assist you with insurance planning, investments, business planning, Social Security and pension planning. Heritage covers a host of services and products essential for financial stability such as life insurance, disability income insurance, 401(k) plans, IRAs, bonds, mutual funds, retirement planning and more. Its team takes a needs-based approach and offers a plan that’s perfect for your lifestyle.

Heritage can give you a straightforward approach to building a financial plan that fits your schedule, circumstances and objectives and gathers your financial data and goals to monitor your portfolio. 

$153,839,494

  • Financial planning services
  • Selection of other advisers (including private fund managers)

  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)