3 Best Financial Services in Tucson, AZ

Here’s The Deal:
Carson Wealth is a reputable financial planning firm located in Tucson, Arizona. The team aims to help reduce clients' fear of running out of money while organizing and simplifying their paperwork. Proudly serving the greater Tucson area, the team provides quality financial advice and retirement planning. Their financial advisors in Tucson treat every client like family, providing specialized guidance to retired clients financially, physically, and emotionally by offering the highest level of service. Carson Wealth's primary objective is to alleviate concerns about running out of money by streamlining and organizing paperwork, thus simplifying the retirement process. Their expertize lies in both pre. and post-retirement financial planning and wealth management. They are one of the largest wealth advisory firms in the country, serving clients through holistic financial planning, disciplined investment strategies, and proactive personal service. The team understands that clients have unique goals and objectives and is passionate about helping them discover and achieve their desired outcomes.

Here’s The Deal:
Greenberg Financial Group is one of the leading financial planners in Tucson, Arizona. Dean Greenberg is the president and founder of the firm. Their advisors are educated, licensed, and are fiduciaries. Their team is well diversified and brings a level of excellence expected in their profession. They focus on giving great service to clients while making complete financial plans that cover family and business protection, managing money and portfolios, and providing advice. They specialize in portfolio management & advisory services. Their advisors will guide you through your financial journey by protecting and developing a unique plan. They pledge to provide excellent value for the fees they charge. They want to know your hopes and your dreams. Only after they get to know you do they help you make the money management choices that will enable you to bring your dreams to fruition.

Here’s The Deal:
AIO Financial is a fee-only personal financial planning firm. They do not receive any commissions or sell any products. They are completely unbiased and only work 100% for their clients. As fee-only financial planners, they are held to a fiduciary standard. They believe in staying current with the latest technology to provide clients with the best experience and planning projections. With a decade of experience, they have completed 1,240 projects and served over 2,187 clients. They are experts in bonds (corporate, municipal), exchange-traded funds, and individual stocks. They use the latest software to provide their clients with the best experience and planning projections possible. Their fees depend on the number of assets that you want them to manage for you. They primarily provide financial planning services online through virtual Zoom meetings. They can meet in person as needed. They are also located in Tucson, AZ, but regularly travel to their Los Angeles, Las Vegas, Portland, Boulder, and Seattle offices.

UNIQUE FACTS:
• Fee-only
• Free Consultation.