Finding the right investment firm can make a significant impact on your long-term financial success. Whether you’re building a diversified portfolio, planning for retirement, or seeking strategic growth opportunities, working with a trusted investment partner can help you navigate the complexities of today’s markets with confidence.
If you’re in Investment Firm In Gilbert and looking for professional investment guidance, consider these reputable investment firms known for their personalized strategies, fiduciary responsibility, and strong grasp of the regional economic landscape.
- Shoreline Financial Services
- Self Directed Retirement Plans
- Cook Financial Group
- Redeem Wealth
- Transition Financial Advisors
- Ensign Partners
- Rayhons Financial Solutions
- Accrue Wealth Designs
- A.G. Investment Management
- San Tan Planning and Investments
1. Shoreline Financial Services
Shoreline Financial Services is a comprehensive financial advisory firm based in Gilbert, Arizona, offering a wide range of services including retirement planning, tax strategies, insurance solutions, mortgage assistance, and business succession planning. Their mission is to promote financial health through education, aiming to be a trusted source for clients seeking secure financial strategies. The team comprises professionals with diverse backgrounds, such as Sean Humeston, the founder with a unique journey from a rock musician to a financial planner; Gary Luna, a CPA and CFP® with experience in mortgage banking; and Jacquelyn Humeston, the operations manager with a background in commercial real estate and leasing. They emphasize a collaborative approach, ensuring that clients receive personalized and unbiased financial advice tailored to their individual needs. With a commitment to integrity and respect, Shoreline Financial Services strives to educate and support clients in achieving their financial goals.
2. Self Directed Retirement Plans
Self Directed Retirement Plans LLC, based in Gilbert, Arizona, is a firm specializing in self-directed retirement solutions, offering clients the ability to take full control of their retirement investments through checkbook control. With over two decades of experience, the firm provides services related to self-directed 401(k) plans, IRAs, Roth IRAs, and other retirement strategies, enabling clients to invest in a wide range of assets beyond traditional stocks and bonds. Led by Rick Pendykoski, the firm emphasizes education and personalized guidance, helping clients navigate the complexities of self-directed retirement planning. Their approach is designed to empower individuals to make informed investment decisions aligned with their financial goals.
3. Cook Financial Group
Cook Financial Group, located in Gilbert, Arizona, is a financial services firm dedicated to assisting individuals and businesses in achieving their financial goals. The firm offers a comprehensive range of services, including retirement planning, tax strategies, estate planning, investment management, insurance solutions, and financial planning for high-net-worth individuals and small businesses. With a focus on personalized service, Cook Financial Group aims to provide tailored financial strategies that align with each client’s unique circumstances and objectives.
4. Redeem Wealth
Redeem Wealth is a financial advisory firm based in Gilbert, Arizona, dedicated to helping clients align their financial resources with their core values and life purposes. Their holistic approach combines comprehensive financial planning with tax strategy, investment management, and personalized client support. The firm emphasizes understanding each client’s unique goals and crafting tailored strategies that go beyond mere wealth accumulation. Their financial planning process involves three key stages: Foundation, Framework, and Execution & Integration. This process ensures that clients’ financial decisions reflect their personal values and long-term objectives. Redeem Wealth also integrates tax planning into its services, offering strategies like Roth conversions and tax credit optimization to enhance clients’ financial outcomes. Their investment philosophy focuses on evidence-based strategies, managing risk, minimizing costs, and limiting taxes to build resilient portfolios. The firm operates on a transparent, fee-only model, with pricing based on services rendered, ensuring clients receive unbiased advice without commissions or kickbacks. For those seeking a financial partner who understands the deeper connection between money and meaning, Redeem Wealth offers a thoughtful and client-centered approach.
5. Transition Financial Advisors
Transition Financial Advisors Group, Inc., based in Gilbert, Arizona, is a boutique financial planning firm specializing in cross-border financial solutions for individuals navigating the complexities of moving between Canada and the United States. Established in 2001, the firm offers integrated services encompassing tax planning, investment management, estate planning, and immigration-related financial guidance, all tailored to the unique needs of clients undergoing international transitions.
6. Ensign Partners
Ensign Partners is a comprehensive advisory firm based in Gilbert, Arizona, offering integrated services in legal, insurance, financial, and tax planning. Their holistic approach, known as “The Ensign Way,” guides clients through a structured process: aligning goals (Orientation), implementing tailored solutions (Journey), and maintaining ongoing engagement through regular check-ups and exclusive events (Community).
7. Rayhons Financial Solutions
Rayhons Financial Solutions is an independent financial advisory firm based in Gilbert, Arizona, dedicated to guiding individuals, families, and business owners toward achieving their ideal, joyful lives. Emphasizing that there’s “more to life than money,” the firm offers personalized financial planning and investment management services tailored to each client’s unique needs. Their approach combines strategic, research-driven advice with a commitment to building long-term, trust-based relationships. As fiduciaries, they prioritize clients’ best interests, providing clarity and confidence in financial decision-making. Services include retirement planning, wealth management, inheritance planning, income protection, and comprehensive financial coaching. The team, led by President JW Rayhons, comprises experienced professionals who focus on simplifying complex financial matters, allowing clients to focus on what truly matters in life.
8. Accrue Wealth Designs
Accrue Wealth Designs is an independent financial advisory firm based in Mesa, Arizona, dedicated to helping individuals and families—particularly those approaching or in retirement—achieve financial confidence through personalized, comprehensive planning. Led by President and Financial Advisor Joshua M. Blaker, the firm offers a suite of services including retirement income strategies, wealth management, IRA and 401(k) rollovers, tax-efficient planning, long-term care solutions, and legacy planning. By integrating both investment and insurance tools, Accrue Wealth Designs crafts tailored strategies designed to preserve and grow wealth while mitigating risks. Their client-centric, consultative approach emphasizes transparency, education, and long-term relationships, ensuring that each financial plan aligns with the unique goals and circumstances of their clients. As an independent firm, they prioritize client needs over proprietary products, offering unbiased advice and access to a network of professionals for services like estate planning and tax consulting. With a commitment to building lifelong relationships rooted in performance and trust, Accrue Wealth Designs stands as a dependable partner in navigating the complexities of financial planning.
9. A.G. Investment Management
The Millennium Private Wealth (MPW) Gilbert office, located at 2915 E. Baseline Rd, Suite 111 in Gilbert, Arizona, serves individuals and businesses with investment products and services offered through the Wells Fargo Advisors Financial Network. The Gilbert team includes Senior Financial Advisors and Owners Scott Ahrens and Bryan Gerber, along with Client Associate Hope Nelson. They offer a range of financial services tailored to meet clients’ needs.
10. San Tan Planning and Investments
San Tan Planning & Investments, PLLC, based in Gilbert, Arizona, is a boutique financial advisory firm specializing in personalized wealth management and holistic financial planning. They offer a comprehensive suite of services, including retirement planning, tax optimization, estate strategies, investment management, and insurance planning. The firm integrates alternative investments, digital currencies, and commodities into client portfolios, emphasizing risk mitigation in a dynamic financial landscape. With a client-centric approach, San Tan Planning & Investments prioritizes individualized strategies over generic solutions, fostering long-term relationships and maintaining strong client retention. They collaborate with vetted professionals in accounting, legal, and insurance fields to ensure all aspects of a client’s financial life are expertly managed. Securities and advisory services are offered through Cetera Advisor Networks LLC, member FINRA/SIPC, a broker/dealer and a Registered Investment Adviser.
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