Work with personal financial planners in AZ that specialize in diversified portfolio management

Your money needs to be in many different sectors for security and long-term growth. An Arizona financial planner has a variety of products and options to keep your money growing in many different areas.

I recommend: Watts Gwilliam & Co. of Gilbert offers clients a variety of investment tools for a diversified approach. WiseWealth, Inc. of Mesa provides comprehensive financial planning with a wide range of investment products.

Find financial planners in Arizona that offer both financial products and personalized service

Good financial products without ongoing financial advice and personal service mean confusion for clients needing financial advice. Financial planners know the value of personal care and building a relationship with their clients.

I recommend: Retirement Financial Services and Steve Personett, CPA/CFP, both of Tucson, provide personal service through financial planning, tax planning and preparation as well as retirement planning, estate planning and value based investing.

Use AZ financial planners offering ongoing support services for their clients

An initial meeting just isn't enough when preparing a financial portfolio. Look for certified financial planners in AZ that offer annual financial checkups and as needed meetings.

I recommend: The AFS Tax & Planning Group of Tucson provides ongoing support to its clients through portfolio management services. Ameriprise Financial prides itself in commitment to continuing customer service and has several agents throughout Arizona.