Independent financial advisor in Tucson, Arizona

helps you pursue your goals and navigate life's financial challenges. From retirement planning to education funding, investment strategies to estate planning, we are here to provide personalized advice and guidance every step of the way. With Merrill Lynch Financial Advisor Brian Upshaw, you can trust that your financial future is in capable hands. Contact us today to schedule a consultation and start planning for a secure tomorrow."

Merrill Lynch Financial Advisor Bobby Bakos is a finance institution located at 3500 East Sunrise Drive in Tucson, Arizona, United States. Bobby Bakos specializes in managing wealth by understanding each client's unique financial situation and goals. By creating personalized strategies that adapt to changing market conditions, clients have access to the investment insights of Merrill and the banking solutions of Bank of America. Bobby Bakos and his team are dedicated to building strong client relationships based on trust and personalized service. As a Registered Senior Wealth Management Client Associate, Bobby Bakos focuses on what matters most to each individual client, whether it's planning for retirement, buying a home, funding education, or passing wealth to future generations. By utilizing the Merrill Personal Wealth Analysis™ and Investment Personality Assessment, Bobby Bakos can create a customized financial approach that aligns with each client's goals and priorities.

Merrill Lynch Financial Advisor Fernando Gandara, located at 3500 East Sunrise Drive in Tucson, Arizona, is a finance institution dedicated to providing exemplary client service. Recognized by Forbes as "Best-in-State Wealth Advisors" from 2019 to 2023, our team is committed to building strong client relationships based on trust and personalized service. With access to the global resources of Merrill, our experienced advisors work with you to understand your family, goals, and priorities, designing a personalized financial plan to help you pursue your financial goals while managing investment risk. Whether you're planning for retirement, saving for a home, or funding a child's education, our team will work with you to create a customized investment approach centered on your goals. As your life and goals change, we will help you stay on track by revisiting your financial approach and making any necessary adjustments. Contact Merrill Lynch Financial Advisor Fernando Gandara to start working towards achieving your financial goals today.

Merrill Lynch Financial Advisor James Michael Wood, located at 3500 East Sunrise Drive in Tucson, Arizona, United States, is a finance institution dedicated to understanding your unique financial goals and helping you achieve them. With a personalized approach, the team at Merrill Lynch works to design and implement a plan tailored to your needs, focusing on managing investment risk while pursuing your aspirations. By utilizing the investment insights of Merrill and banking solutions from Bank of America, they aim to address your financial needs and help you stay on track to achieve your goals. With a team of experienced professionals committed to building strong client relationships, Merrill Lynch offers personalized wealth management strategies to help you navigate life's financial complexities. Whether you're planning for retirement, education expenses, or passing wealth to future generations, Merrill Lynch is dedicated to providing thoughtful analysis and guidance to help you reach your financial objectives.

Carson Wealth is a finance institution located at 7490 North La Cholla Boulevard in Tucson, Arizona, United States. Our financial advisors in Tucson provide specialized guidance to retired clients, focusing on their financial, physical, and emotional well-being. We aim to simplify the complex world of finance, reducing fears of running out of money and organizing paperwork for our clients in the Tucson area. Our services include pre- and post-retirement financial planning, wealth management, estate planning, retirement income planning, and investing. We are dedicated to helping our clients achieve their financial goals, whether they are just starting to build wealth or planning for their legacy. Our team is committed to helping you navigate the financial challenges of retirement and ensuring your assets last a lifetime. Carson Wealth has received prestigious awards, including the Forbes Best-in-State Wealth Advisor and the InvestmentNews Icons & Innovators award. Securities are offered through Cetera Advisor Networks LLC, with investment advisory services provided by CWM, LLC. Visit our website for more information about our advisors and services.

Trajan Wealth is a leading financial institution located at 3567 East Sunrise Drive in Catalina Foothills, Arizona. Specializing in wealth management and financial planning, Trajan Wealth offers expert advice and services to help clients achieve their financial goals. With a team of experienced financial advisors and lawyers, Trajan Wealth provides personalized solutions tailored to each client's unique needs. Whether you are looking to grow your wealth, plan for retirement, or protect your assets, Trajan Wealth is dedicated to helping you secure a prosperous financial future.

The Arizona Group is an independent insurance agency located at 1125 East Southern Avenue in Mesa, Arizona. We have been providing insurance solutions in Phoenix and throughout Arizona since 1993. Our team is guided by core values of excellence, leadership, partnership, enthusiasm, and integrity, and we are here to help simplify insurance for you. Whether you are looking for personal insurance coverage or need to protect your business, we are here to advise you on important insurance decisions to ensure you are properly protected. With offices in Mesa, Tucson, and Scottsdale, we specialize in various types of insurance options that we offer locally in Arizona and across the United States. Our mission is to empower our clients to understand and manage their risks, and we strive to become the most trusted insurance advisors in the communities we serve.

Intuit is a global financial technology platform located in Tucson, Arizona, United States. Our mission is to empower individuals and communities to achieve financial confidence through our suite of products, including TurboTax, Credit Karma, QuickBooks, and Mailchimp. With Intuit, you have the tools and support you need to prosper and thrive in your financial journey. Join us and experience the power of financial technology with Intuit.

The Arizona Group Insurance Brokers is a trusted insurance agency located at 190 West Magee Road in Tucson, Arizona, United States. Specializing in providing insurance solutions in Phoenix and throughout Arizona, our team is dedicated to simplifying insurance for our clients. Founded in 1993, we are guided by core values of excellence, leadership, partnership, enthusiasm, and integrity. As an independent insurance brokerage, we offer various types of insurance options locally in Arizona and across the United States, with offices in Mesa, Tucson, and Scottsdale. Our mission is to empower our clients to understand and manage their risks, becoming the most trusted insurance advisors in the communities we serve. Whether you need personal insurance, business insurance, or employee benefits, we are here to help you make informed decisions to protect what matters most to you. Fill out the form on our website to get your personalized insurance quote today. Our clients have praised our professionalism, efficiency, and knowledge, making us their go-to insurance advisors for all their needs. Contact us today to learn more about how we can help you protect your future.

Whitaker-Hills Insurance Group, located at 8478 East Speedway Boulevard in Tucson, Arizona, is a trusted insurance agency specializing in life, annuities, and Medicare insurance. With a mission to help you keep the promises you've made to your loved ones, our priority is to find the best coverage to protect what matters most in life. As an independent agency working with top carriers, we tailor our services to suit your exact needs. We understand the importance of proactive insurance planning to prevent lapsed policies, ensuring the continuity of coverage for your family. In addition, we offer guidance on setting up an Irrevocable Life Insurance Trust (ILIT) to maximize benefits for your heirs. Planning for parenthood is also a key focus, as we believe that thoughtful considerations and budgeting are essential for a stable foundation and overall well-being for your family. Trust Whitaker-Hills Insurance Group to provide you with the support and expertise you need for a secure financial future.

Matthew Emich Agent New York Life is a reputable finance and insurance agency located at 1 South Church Avenue in Tucson, Arizona, United States. With a strong focus on providing top-notch financial planning and insurance services, Matthew Emich and his team are dedicated to helping clients achieve their financial goals and protect their assets. Whether you're looking for life insurance, retirement planning, or investment advice, Matthew Emich Agent New York Life is committed to providing personalized solutions tailored to your individual needs. Trust in their expertise and experience to secure your financial future.

Forward Strategies Insurance Brokers, located at 10371 North Oracle Road in Tucson, Arizona, is a national insurance marketing company dedicated to supporting independent agents. Our managing partners have firsthand experience as independent producers, allowing us to understand and address the daily challenges faced by agents. Our goal is to help you succeed by building a strong and lasting relationship that will ultimately benefit your clients as well. We offer a simple appointment process through our OneContract fillable document, making it easy for agents to get started. Our website provides general information on insurance products, including annuities, but please note that we do not offer specific legal or tax advice. We encourage clients to consult with their own tax advisor or attorney for personalized guidance.

Professional Wealth Strategies is a leading finance institution located at 6340 North Campbell Avenue in Tucson, Arizona. Our team of expert financial advisors are dedicated to helping individuals and businesses achieve their financial goals through personalized wealth management strategies. Whether you are looking to plan for retirement, invest in the stock market, or create a comprehensive financial plan, our experienced advisors are here to guide you every step of the way. Trust Professional Wealth Strategies to provide you with the knowledge, expertise, and resources needed to secure your financial future.

Gail Giclas - Raymond James is a reputable finance institution located at 5285 East Williams Circle in Tucson, Arizona, United States. Specializing in financial services, Gail Giclas - Raymond James offers a wide range of investment and wealth management solutions to help clients achieve their financial goals. With a team of experienced professionals, personalized service, and a commitment to excellence, Gail Giclas - Raymond James is dedicated to providing top-notch financial advice and support to individuals and businesses alike.

Shepherd Wealth & Retirement is a privately held wealth management firm located in Tucson, Arizona. Led by a father and son team, Dave Shepherd, ChFC, CFP® and David W. Shepherd, Jr. CFP®, the firm is independent of corporate influence and provides customized solutions to protect and grow their clients' wealth. Specializing in guiding business owners and successful families, Shepherd Wealth & Retirement ensures access to the best strategies and experts to help clients achieve their financial goals. The team is comprised of Certified Financial Planners and Chartered Financial Consultants who uphold the highest ethical standards and continually strive for excellence. Recognized with the Women's Choice Award® for Financial Advisors, Shepherd Wealth & Retirement is dedicated to providing quality service to all clients. Contact them today at (520) 325-1600 or toll-free at (877) 325-1600, or visit their office at 6300 E. El Dorado Plaza Suite A-200 in Tucson.

Power Women Investing is a dynamic finance institution located at 6775 East Camino Principal in Tucson, Arizona. Our mission is to empower women to take control of their financial futures through education, resources, and support. We offer a range of services including investment management, financial planning, and retirement strategies tailored specifically for women. Our team of experienced financial advisors is dedicated to helping women build wealth, achieve their financial goals, and secure a stable financial future. Join us at Power Women Investing and take the first step towards financial independence and success.

Adara Wealth Management is a premier finance institution located at 1980 East River Road in Tucson, Arizona, United States. Our team of experienced financial advisors provides personalized wealth management services to help our clients achieve their financial goals. Whether you are looking to grow your investments, plan for retirement, or create a comprehensive financial strategy, Adara Wealth Management is here to help guide you every step of the way. Contact us today to schedule a consultation and start building a brighter financial future.

The Expert Accountant is a highly respected institution specializing in accounting and finance services. Located at 8478 East Speedway Boulevard in Tucson, Arizona, United States, our team of skilled professionals is dedicated to providing top-notch financial solutions for individuals and businesses alike. With a commitment to accuracy, integrity, and superior customer service, The Expert Accountant is your trusted partner for all your accounting and financial needs. Contact us today to see how we can help you achieve your financial goals.

Sonora Investment Management, LLC is a boutique money management firm located at 16100 North 71st Street in Tempe, Arizona. Established in 1986, our experienced advisory team has been providing personalized asset management services to over 1000 client households. With over $1.5 billion in assets under management, we specialize in professional portfolio management tailored to individual client goals and needs. Our proprietary investment research process combines bottom-up and top-down analysis on U.S. registered equity and bond investments. At Sonora Investment Management, we offer comprehensive tools and analysis for budgeting and retirement planning, as well as customized portfolio management designed to align with client objectives and risk tolerance. As a fiduciary, we prioritize transparency and conservative practices in our client interactions, always putting our clients' financial interests first.

Kolo Capital is a leading finance institution located at 319 West Simpson Street in Tucson, Arizona, United States. Our dedicated team of financial experts provides a wide range of services including investment management, financial planning, and wealth management. With a focus on personalized solutions and long-term success, Kolo Capital is committed to helping our clients achieve their financial goals. Contact us today to learn more about how we can help you secure your financial future.

Wealth Management Partners is a leading financial institution located at 1980 East River Road in Tucson, Arizona, United States. As a premier wealth management firm, we specialize in providing personalized financial planning and investment management services to help our clients achieve their financial goals. Our team of experienced professionals is dedicated to helping individuals and families build and preserve their wealth through strategic investment strategies and comprehensive financial planning. With a focus on personalized service and tailored solutions, Wealth Management Partners is committed to helping our clients navigate the complexities of the financial world and secure their financial future.

Retirement Evolutions Inc is a finance institution located at 4578 North 1st Avenue in Tucson, Arizona, United States. Specializing in retirement planning and investment management, our team of experienced professionals is dedicated to helping individuals navigate the complexities of financial planning for their retirement years. From creating personalized investment strategies to maximizing retirement income, our goal is to help our clients achieve their financial goals and secure a comfortable retirement. With a focus on education and personalized service, Retirement Evolutions Inc is committed to guiding clients through every stage of their retirement journey.

JD Mellberg is a financial institution located at 3067 West Ina Road in Tucson, Arizona, United States. Specializing in retirement planning and investment management, JD Mellberg offers personalized financial solutions to help clients achieve their financial goals and secure their future. With a team of experienced financial advisors, JD Mellberg provides comprehensive financial planning services tailored to each client's unique needs and circumstances. Whether you are planning for retirement, saving for your children's education, or looking to grow your wealth, JD Mellberg is dedicated to helping you navigate the complexities of the financial world and make informed decisions for a secure financial future.

Scotia Group Management LLC is a reputable financial institution located at 6340 North Campbell Avenue in Tucson, Arizona. With a strong focus on providing top-notch financial services and investment solutions, Scotia Group Management LLC is dedicated to helping clients achieve their financial goals and secure their future. The institution boasts a team of experienced professionals who are committed to delivering personalized and expert advice to each client. Whether you are looking for wealth management, retirement planning, or investment strategies, Scotia Group Management LLC is the go-to institution for all your financial needs.

The Retirement Planning Group, LLC is a finance and insurance agency located at 1820 East River Road in Tucson, Arizona. Our experienced team specializes in helping individuals plan for their retirement by providing personalized financial advice and insurance solutions. Whether you are looking to secure your financial future or protect your assets, our knowledgeable professionals are here to assist you every step of the way. Contact us today to schedule a consultation and start planning for a secure retirement.

Secure Investment Management (SIM) is a finance institution located at 7400 North Oracle Road in Tucson, Arizona, United States. As an independently owned Registered Investment Adviser, SIM operates with the highest level of integrity and professionalism. Our primary goal is to always act in the best interests of our clients, providing them with personalized investment and portfolio strategies to help them achieve their financial goals. With over 100 years of combined experience, our team of advisors at SIM is dedicated to helping our clients understand the fundamentals of investing and navigate the complexities of the financial markets. We believe in creating a tailored approach for each client, taking into account their individual circumstances, risk tolerance, and objectives.

Daryl Meyer, Bankers Life Agent is an insurance agency located at 333 East Wetmore Road in Tucson, Arizona. Specializing in providing insurance solutions from Bankers Life, our dedicated agents are committed to helping individuals and families protect their financial future. With a focus on personalized service and tailored insurance plans, we strive to ensure our clients have the coverage they need for peace of mind. Contact us today to learn more about our services and how we can help you secure your financial well-being.

Root Assets is a finance and insurance agency located at 11135 East Golf Links Road in Tucson, Arizona, United States. Our mission is to empower you to become your own financial hero and achieve the freedom you desire. With our proven success plans, we provide guidance on personal and business finances to help you eliminate debt, secure your retirement, and leave a legacy for your family. Our professionals offer confidential and personalized advice to simplify your path to financial freedom. By following our easy-to-follow system, you can take control of your finances and achieve your goals. Schedule a free consultation today to start your journey towards a brighter financial future. Let Root Assets be your guide to becoming your own hero.

Tebarek Abdi is a dedicated Bankers Life Agent located at 333 East Wetmore Road in Tucson, Arizona, United States. As an insurance agency, Tebarek Abdi provides personalized service and expertise in helping clients navigate the complexities of insurance policies. With a commitment to professionalism and integrity, Tebarek Abdi strives to ensure that each client receives the best coverage to protect their financial future. Contact Tebarek Abdi today to discuss your insurance needs and secure peace of mind for you and your loved ones.

Northwestern Mutual: Stein Brett is a well-established insurance agency located at 1760 East River Road in Tucson, Arizona, United States. With a focus on providing personalized insurance solutions to individuals and families, Northwestern Mutual: Stein Brett offers a range of products and services to meet the diverse needs of their clients. Whether you are looking for life insurance, disability insurance, or investment planning, the experienced team at Northwestern Mutual: Stein Brett is dedicated to helping you protect your financial future. Contact them today to learn more about their comprehensive insurance offerings and personalized approach to financial planning.