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BEST RATED PEORIA, AZ FINANCIAL SERVICES

3 Best Financial Services in Peoria, AZ

Expert-recommended Top 3 Financial Services in Peoria, Arizona. All of our financial services actually face a rigorous 50-Point Inspection, which includes customer reviews, history, complaints, ratings, satisfaction, trust, cost and general excellence. You deserve only the best!

Asset Preservation Wealth & Tax - Peoria, AZ Financial Services - Portrait
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ASSET PRESERVATION WEALTH & TAX

(4.9 Score)
16150 North Arrowhead Fountains Center, Dr Suite 200,
Peoria, AZ 85382 Directions

Since 1997

Specialty:

✓Financial Planning ✓Retirement Planning ✓Estate Planning ✓Tax Services ✓Life Insurance ✓Roth IRA Conversions ✓Pension Rollover ✓401(k) Rollovers

"Asset Preservation Wealth & Tax can build a financial plan custom-tailored for your success. Their team consists of dedicated advisors with specialized experience in tax, investment, retirement saving such as 401K and IRA accounts, legal, and insurance planning. Stewart Willis is the president of Asset Preservation Wealth & Tax. Asset Preservation Wealth & Tax helps you make the most important choices today to plan for your financial future tomorrow. Explore how wealth management for high net worth individuals can help you secure your financial foundation. They will sit down with you and propose a strategy for high-net-worth financial planning to reach your goals. They serve Arizona, Las Vegas, Nevada, Portland, and Indianapolis.

2026 Highlights: Asset Preservation Wealth & Tax main goal is to create a single hub for all your financial needs and help you grow, protect, and transfer assets with confidence."

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License CRD #175083

Price:

Maximum Annual Advisory Fee 2.00%
Financial Planning Hourly Fees
From $100
Upto $500
Financial Planning Fixed Fees
From $100
Upto $5,000

Contact:

(623) 400-6067

Mon-Fri: 8:30am - 5:30pm
Sat & Sun: Closed

TBR® Inspection Report:

Fullerton Financial Planning - Peoria, AZ Financial Services - Portrait
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9+ YEARS IN TBR
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FULLERTON FINANCIAL PLANNING

(4.9 Score)
14155 North 83rd Avenue, Suite 144,
Peoria, AZ 85381 Directions

Since 2005

Specialty:

✓Retirement Income Planning ✓Social Security Strategy ✓Retirement Annuities ✓Investment Management ✓Tax Planning ✓Financial Planning ✓Medicare Planning ✓Estate Planning and Strategy ✓Risk Management

"Fullerton Financial Planning has been committed to serving and empowering their community through financial stewardship. Stephanie Fullerton is the president and co-founder of Fullerton Financial Planning. She takes the time to get to know her clients, learning about their dreams, values, and goals to create customized financial plans that reflect their unique needs. Her goal is to provide not only sound financial advice but also peace of mind, ensuring that her clients can enjoy their retirement knowing they’re in capable hands. By providing clear financial guidance and empowering their clients to make informed decisions for their futures, Fullerton Financial Planning believes they can impact not only their lives but also the lives of future generations. They develop long-term strategies encompassing every component related to financial stability, including estate planning, insurance products, tax planning, and charitable giving.

2026 Highlights: Fullerton Financial Planning helps to build a strategy designed to reflect your values and support your goals."

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Advisor of the Year Award in 2018
License CRD #155676

Price:

Financial Planning Services
From $250
Upto $5,000

Contact:

(623) 974-0300

Mon-Fri: 9am - 5pm
Sat & Sun: Closed

TBR® Inspection Report:

Trajan Wealth - Peoria, AZ Financial Services - Portrait
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TRAJAN WEALTH

(4.8 Score)
16150 N Arrowhead Fountains Center Drive, Suite 245,
Peoria, AZ 85382 Directions

Since 2012

Specialty:

✓Wealth Management ✓Custom Portfolio Design ✓401(k) Rollovers ✓Private Markets ✓Life Insurance ✓Savings Account ✓Retirement Planning ✓Income Planning ✓Annuities ✓Estate Planning ✓Living Trusts ✓Estate Tax Planning ✓Asset Protection Planning ✓Small Business Services ✓401(k) Plans for Small Businesses

“2026 Highlights: Trajan Wealth offers a custom-tailored portfolio according to your specific goals and timeline, ensuring a personalized and effective financial plan. They have over 50 offices across the U.S. Jeff Junior is the founder and CEO of Trajan Wealth. He has over three decades of experience in the financial field. Trajan Wealth was recognized as Top Place to Work in 2024 and 2025 and USA Today’s Best Financial Advisory Firms list in 2023, 2024, and 2025. Trajan Wealth also offers free resources, including guides, videos, and tactical tips to educate the clients.”

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License #15884

Price:

Management Fee Upto 2.00%

Contact:

(480) 990-3300

Mon-Fri: 8am - 5pm
Sat & Sun: Closed

TBR® Inspection Report:

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ASSET PRESERVATION WEALTH & TAX REVIEWS

Asset Preservation and especially Dan Murphy has been great for me and my wife. They handled my early retirement helped set up a living trust and do our taxes ,which were a little complicated at first. Dan never let us feel forgotten always keeping up communication even when nothing new was going on. I didn’t understand some things and I was never made to fell stupid or a pain for all the questions I asked. I know it’s cliche but you feel like part of the family. Highly recommend.

Dan Murphy has been my financial advisor for the past few years. I have been pleased the whole team at Asset Preservation Wealth. Dan been knowledgeable and helpful in assisting me in rolling over my financial retirement account and converting it into a roth. I would highly recommend Dan and the whole team at Asset Preservation and Wealth.

My wife and I have been working with Dan Murphy and his team for several months and we are extremely pleased with his expertise and approach. We highly recommend Dan.

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FULLERTON FINANCIAL PLANNING REVIEWS

We have entrusted our retirement investment savings to Fullerton Financial Services for a year now and we are pleased with the service. We love working with Zach. He is incredibly knowledgeable and we trust he has our best interest at heart. He takes the time to listen to our questions and has always provided us with great advice. The office staff are super friendly and professional. They always go out of their way to make us feel comfortable and special every time we visit the office. We are also very impressed with the additional educational services and events provided each month. We highly recommend Fullerton Financial Services, we truly feel like we are part of an extended family and we wish we would have reached out to them sooner.

From the first time we met with Fullerton we felt we made a good decision. You will feel confident in using all of their services and know they have your best interest in mind. With all of their services, it just makes life so much easier knowing it's a one stop shop for all of our future planning. We do not hesitate to pick up the phone and ask our advisor questions that may arise. We have nothing but good things to say about all of Fullerton Financial and all the services they offer. Top notch professionals all the way.

We have had a great relationship with Fullerton. First with Drew then after he retired, Zach Tobey. They both took the time to thoroughly understand our financial goals for retirement and work with us to set up a plan to reach those goals. They are also always keeping us up on the latest new tools and strategies to reach those financial planning goals. I would definitely recommend Fullerton and Zach Tobey to anyone wanting help with planning their financial future.

TRAJAN WEALTH REVIEWS

I've been with Trajan Wealth for 4-5 years now and have always been impressed with their professionnalism while still being personable and friendly. I have done all my estate planning, trusts and financial advisement thru Trajan and have been very satisfied with all the results, realizing the mercurial nature of the market. I highly recommend Trajan Wealth.

I heard about Trajan Wealth while watching MLB. We did some research found out it was veteran owned and decided to call them. We met with Mike Wilson. He was very knowledgeable and informative without being brash. We knew after our first meeting we were going to change to Trajan Wealth but the second meeting definitely confirmed it. I’m looking forward to our financial future with Trajan Wealth and Mike Wilson our Fiduciary Advisor.

Our Trajan advisor Darrin Hansen is always helpful and very knowledgeable. Darrin answers all our questions, keeps up to date on what is happening and what to expect moving forward. Provides a great and valuable experience and would highly recommend Trajan.

TBR® Inspection Score Report

ASSET PRESERVATION WEALTH & TAX Total Inspection Points: 118/120
Current Evaluation: 8
Complete Info: 10
Contact Info: 10
License: 10
Exact Services: 10
Experience: 10
Legitimate Ratings: 10
Location Proximity: 10
Online Appointment: 10
Video: 10
Website Source: 10
Website Standard: 10

TBR® Inspection Score Report

FULLERTON FINANCIAL PLANNING Total Inspection Points: 117/120
Current Evaluation: 8
Experience: 9
Business Images: 10
Complete Info: 10
Contact Info: 10
License: 10
Exact Services: 10
Legitimate Ratings: 10
Location Proximity: 10
Reviews Accuracy of : 10
Website Source: 10
Website Standard: 10

TBR® Inspection Score Report

TRAJAN WEALTH Total Inspection Points: 116/120
Acknowledgments: 8
Experience: 8
Business Images: 10
Complete Info: 10
Contact Info: 10
License: 10
Exact Services: 10
Legitimate Ratings: 10
Location Proximity: 10
Reviews Accuracy of : 10
Video: 10
Website Source: 10