What do financial advisors do? A financial advisor can organize and simplify the complexities of your financial life through comprehensive financial planning, retirement planning, investment management and other services tailored to your needs. Working with a financial planner can help you make better financial decisions based on a professionally prepared plan and reduce the stress of life's transitions. Take the next step and find a financial advisor in the Surprise, AZ area. Review the verified advisors below. Visit their websites. Contact them directly. Ask lots of questions. FeeOnlyNetwork.com will never collect your information to sell like advisor "matching services".
Every Surprise, AZ Financial Advisor on FeeOnlyNetwork.com is Verified to be Fee-Only, Fiduciary, and Independent
Dustin Suttle
MBA, CFP®, AAMS®, CRPC®
Suttle Crossland Wealth Advisors, LLC
Surprise, AZ
Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning
Fee-Only financial planner located in Scottsdale, AZ, serving clients locally and across the country
Curtis Crossland
MBA, CFA, CFP®, EA
Suttle Crossland Wealth Advisors, LLC
Surprise, AZ
Specialties: Retirement Planning, Retirement Income Planning, Tax Planning, Comprehensive Financial Planning, Investment Management
I help people in and near retirement build a tax efficient future. I want you to keep more of what you've earned, build a bigger legacy, and pay less in taxes.
Lucas Wennersten
CFA, CFP®
49th Parallel Wealth Management
Surprise, AZ
Specialties: Cross-Border Financial Planning, Business Planning and Succession, Investment Management, Retirement Income Planning, Education Planning, Tax Optimization, Estate Planning, Risk Management/Insurance Planning, Charitable Giving and Philanthropy, Cash Flow and Debt Management
At 49th Parallel Wealth Management, we specialize in navigating the complexities of cross-border finance, providing expert guidance tailored to the unique needs of our clients. Located in Surprise, AZ, serving clients in the US and Canada.
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Fee-Only Financial Advisors never earn commission or sell investment products.
Fee-Only:
Compensated only by the client without earning commission of any kind for product sales or referrals.Fiduciary:
Legally sworn and obligated to always place the interest of the client ahead of their own.Independent:
Not affiliated with any brokerage firm, bank, or insurance company.
Financial Advisor Checklist from the National Association of Personal Financial Planners (NAPFA)
