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Navigating your financial future can be complex, especially with the wide range of options available for investment, retirement planning, insurance, and wealth management. Fortunately, Tucson is home to a diverse network of financial advisors and firms that cater to individuals, families, and businesses with unique financial needs. Whether you’re seeking a personalized financial plan, expert investment strategies, or simply some guidance on how to secure your future, the right advisor can make all the difference.
Below, we’ve compiled a list of ten reputable financial advisors and firms in Tucson, each offering distinct services, experience, and approaches to financial planning and wealth management. Here’s who to consider:
1. Freedom Investments Inc.
Freedom Investments, Inc. offers reliable and affordable discount brokerage services, empowering individuals to take control of their financial future. With a focus on long-term investing, they provide a full range of online investment products, including stocks, bonds, and options. Their services are designed to be accessible and educational, making investing convenient for everyone. The company is located at 375 Raritan Center Parkway, Edison, NJ 08837.
Phone: 1-520-232-9860
Email: freedom@opco.com
Address: 4916 N Circulo Bujia, Tucson, AZ 85718
Website: https://www.freedominvestments.com/
2.Strategic Advisors Group
Founded in 2002, Strategic Advisors is a middle-market investment banking firm dedicated to serving the unique transaction needs of companies often overlooked by larger Wall Street institutions. Their team comprises fully licensed professionals with extensive backgrounds in investment banking, accounting, taxation, and valuations. With over 250 middle-market transactions completed, totaling more than $30 billion, Strategic Advisors has established a national presence among institutional lenders, investors, and both domestic and international buyers. They offer a range of services, including strategic consulting, mergers and acquisitions, corporate finance, private equity, and business valuations, all tailored to maximize client value while upholding the highest ethical standards.
Phone: 1-520-577-5506
Email: chris.miller@strategicad.com
Address: 1840 E Valencia Rd, Tucson, AZ 85706
Website: https://www.strategicad.com/
3. Summit Financial Solutions
Summit Financial Solutions follows a personalized, client-focused process designed to help individuals and families achieve their financial goals. Their approach begins with a discovery phase where they take time to understand each client’s unique financial situation, values, and objectives. From there, they develop a customized strategy, implement tailored solutions, and continuously monitor and adjust the plan to ensure it stays aligned with evolving needs and life changes. This comprehensive and collaborative process ensures clients receive ongoing support and confidence in their financial future.
Phone: 1-480-284-6554
Email: hannah@summitfinancialsolutions.com
Address: 2030 E Speedway Blvd Ste 220, Tucson, AZ 85719
Website: https://www.summitfinancialsolutions.com/
4. Enlightened Advisors Wealth Management
Enlightened Advisors Wealth Management, located in Tucson, Arizona, is dedicated to assisting clients in achieving their financial goals through personalized planning and comprehensive services. Led by Benjamin, the firm emphasizes a client-centric approach, beginning with a thorough understanding of each individual’s current situation and aspirations. By collaborating with clients’ tax and legal professionals, they craft tailored strategies that adapt to life’s changes, ensuring ongoing alignment with clients’ objectives. Their services cater to a diverse clientele, including those preparing for retirement, business owners, philanthropists, and women facing unique financial challenges.
Phone: 1-520-661-4602
Email: ben@enlightenedadvisors.com
Address: 5151 E Broadway Blvd Suite 1600, Tucson, AZ 85711
Website: http://www.enlightenedadvisors.com/
5. Chacko-Hertz Financial Solutions LLC
Chacko-Hertz Financial Group, based in Tucson, Arizona, is dedicated to providing personalized financial planning and investment management services. Their team focuses on understanding each client’s unique financial situation and goals to develop tailored strategies that encompass retirement planning, investment advice, and wealth preservation. By emphasizing a client-centric approach, Chacko-Hertz Financial Group aims to guide individuals and families toward achieving long-term financial security and prosperity.
Phone: 1-520-743-3873
Email: chackofinancial@icloud.com
Address: 3320 N Country Club Rd #100, Tucson, AZ 85716
Website: http://chacko-hertzfinancial.com/
6. Power Women Investing
Power Women Investing (PWI), founded in 2006 by Tiana Ronstadt in Tucson, Arizona, is dedicated to empowering individuals to achieve financial independence and pursue their most ambitious dreams. As a leading producer at Osaic Wealth and an active speaker and mentor in the financial industry, Tiana brings empathy and personal experience to her client relationships, stemming from overcoming her own life challenges. PWI’s all-female team offers supportive, personalized services with a focus on education and empowerment, catering to clients from diverse backgrounds, ages, and income levels. Notably, while 80% of their clients are married couples, it’s often the women who initiate the appointments, reflecting the firm’s commitment to addressing the unique financial planning needs of women.
Phone: 1-520-571-9053
Email: tiana@powerwomeninvesting.com
Address: 6775 E Camino Principal, Tucson, AZ 85715
Website: http://www.powerwomeninvesting.com/
7. Financial Design Consulting
Financial Design Consulting, located in Oro Valley, Arizona, offers a comprehensive range of financial and insurance products tailored to individuals and businesses. Led by Kim Rothschild, a Registered Financial Consultant with over 30 years of experience in the financial services and insurance industries, the firm emphasizes a client-centric approach to demystify financial planning and asset management. Their services for individuals include investments, comprehensive financial planning, asset management, retirement accounts, estate planning, and various insurance options. For businesses, they provide group medical and life insurance, retirement plans, and key person coverage. Financial Design Consulting is committed to establishing long-term, trusted relationships by delivering personalized strategies that help clients pursue their financial objectives.
Phone: 1-520-751-3777
Email: krothschild@financialdesignconsulting.com
Address: 5215 N Sabino Canyon Rd #136, Tucson, AZ 85750
Website: http://www.financialdesignconsulting.com/
8. Bekki Harper Financial
Bekki Harper Financial, founded in 2015 by Bekki Harper, is an independent insurance agency dedicated to guiding individuals and families toward financial security. Bekki’s journey began in 2010, inspired by her own experiences overcoming financial challenges during the 2007 real estate crash, leading her to develop a passion for assisting others in navigating financial uncertainty. The firm collaborates with IFC, a Registered Investment Advisor, to provide clients with comprehensive insurance solutions and personalized portfolio management. Bekki’s client-focused approach emphasizes building meaningful relationships and delivering tailored strategies that help clients achieve their financial goals and secure their family’s future.
Phone: 1-520-624-4237
Email: bekki@bekkiharper.com
Address: 1 N 5th Ave, Tucson, AZ 85701
Website: http://www.bekkiharper.com/
9. Blackhorse Investigations
Blackhorse Investigations LLC is a licensed and bonded private investigative firm based in Tucson, Arizona, offering a wide range of services with a commitment to confidentiality and professionalism. Their team comprises both male and female investigators with backgrounds in law enforcement and the military, specializing in areas such as infidelity cases, workers’ compensation investigations, background checks, social media research, locating missing persons, and general intelligence cases. With nearly 23 years of experience, they have established a nationwide network of contacts across various levels of law enforcement and the private sector, ensuring comprehensive support for their clients.
Phone: 1-520-887-0770
Email: emilio@blackhorseinvestigations.com
Address: 437 W Thurber Rd, Tucson, AZ 85705
Website: http://www.blackhorseinvestigations.com/
10. Sunrise Wealth Management LLC
Sunrise Wealth Management, LLC, based in Tucson, Arizona, offers fee-based net worth and investment management services under the leadership of Nicholas Healy, CFA, CFP®, EA, who brings over 30 years of financial services experience. The firm provides a range of services, including portfolio management, income planning, tax planning, and estate planning, collaborating with clients’ attorneys, accountants, and other professionals to develop tailored strategies. Emphasizing personalized service, Sunrise Wealth Management is dedicated to helping clients make informed financial decisions to achieve their long-term goals.
Phone: 1-520-399-7477
Email: bmartin@sunrisewm.com
Address: 5151 E Broadway Blvd Suite 1600, Tucson, AZ 85711
Website: http://sunrisewm.com/
Finding the Right Fit for Your Financial Needs
Whether you’re preparing for retirement, looking to grow your wealth, or navigating a major life transition, the financial advisors listed above offer a wide range of services tailored to your needs. Tucson’s financial advisory landscape is filled with professionals who are not only knowledgeable but also committed to understanding your unique situation and helping you achieve long-term financial success.
When choosing the right advisor, consider your specific goals, the advisor’s specialties, and how their approach aligns with your values. A great financial partner is one who empowers you to feel confident and in control of your financial journey.
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