5 Best Financial Services in Tucson, AZ
Below is a list of the best and leading financial services in Tucson. To help you find the best
Financial services located near you in Tucson, we’ve compiled our own list based on .
The best financial services in Tucson:
The best rated financial services in Tucson, AZ are:
- Empower the financial group – provides reliable ways to help protect their family’s lifestyle and future
- Darling Financial Group – a group of financial experts operating with organizations, individuals and families
- Tocco Financial Services – provides clients with the highest quality financial planning and investment management
- Blease Financial Services Inc – the family and trusted wealth management company
- Andrew Ruboyianes, CFP – UBS Financial Services Inc. – organize the financial life of individuals
Empower the financial group
Empower the financial group introduces clients to proven and reliable ways to help protect their family’s lifestyle and future; or prepare for major financial events like paying for college, saving for retirement, or caring for an aging parent. They have been part of this community for over 40 years and therefore have a vested interest in seeing their friends and neighbors succeed. In fact, they probably have the same hopes and aspirations as individuals and will be happy to share all the resources and information their business has to offer.
âI was one of those people who liked to avoid my financial situation and my habits. Stephanie Kidder changed that. She did an amazing job helping me understand the process, crafting a plan that meets my needs, and motivating me to invest and protect myself and my loved ones. The whole process was incredibly enjoyable. Empower Financial Group is highly recommended. I felt empowered when I left his office. – MÃ©lissa C.
Darling Financial Group
Darling Financial Group has a group of financial experts operating with organizations as well as individuals and their families. They personally function as trustees of their retirement and single client accounts, but are also able to offer our clients dual commission products such as 529 education savings plans. Timothy M. Schannep, Director and Owner, has obtained the Certified Financial Planner certification.
Tim and his staff employ a holistic approach to financial planning and offer a wide range of skilled and unskilled plan options for organizations. They also work closely with their financial planning clients in Arizona and across the country.
Wealth management, Retirement advice, Financial planning
âGeorge Darling has been my financial advisor for over 10 years and I am delighted with what he has done for me. Thanks to him, I can retire earlier than expected. – Jude L.
Tocco Financial Services
Tocco Financial Services provides clients with the highest quality financial planning and investment management to help them pursue their long-term goals. It involves getting to know them well and working with them to implement and coordinate plans that they understand and feel comfortable with. They really set realistic financial and personal goals for their clients.
Their advisors are licensed financial planning professionals or are currently working towards their CFP certification. Not all financial planners are certified financial planners. Most importantly, they use the brokerage services of LPL Financial. LPL Financial is one of the leading diversified financial services companies and the largest independent broker / dealer in the country.
Call: (520) 881-1149
âJen is so good at what she does. It’s easy to compare different decisions and financial results and make the best decisions for our family and our future. – Lauren R.
Blease Financial Services Inc
Blease Financial Services Inc integrates fully integrated hosting made up of three mainly banking, brokerage and insurance institutions in order to manage all facets of everyone’s financial life. It is a trusted, family-owned wealth management company that always puts the needs of its clients first. Their years of experience and historical perspective provide further guidance.
They also maintain strategic partnerships with highly qualified professionals in other fields, such as accounting and estate and tax law, for a 360-degree approach. Additionally, they achieve this through education, communication, and customer service that aim to exceed customer expectations – all backed by a commitment to act in their best interests in everything they do.
âBlease Financial Services has been a huge help to my mom. Not being close to her, they took care of her finances and even watched her. They have always been there when we call them and have always been polite and caring, especially Mark S. Thank you Mark for your attention to details big and small.â- Sandy M.
Andrew Ruboyianes, CFP – UBS Financial Services Inc.
Andrew Ruboyianes, CFP – UBS Financial Services Inc. organize the financial lives of individuals to ensure that their short-term needs do not interfere with their long-term goals. They provide a structure for customers to clearly understand where their money is and why. The project they are developing together can help them stay focused at every stage of life, today and for future generations.
Andrew Ruboyianes, CFP, discovered his penchant for finance growing up in the industry under the wing of his father (Jim) who has worked for current UBS for 38 years. Far and wide, Andrew has been well known as a Dave Ramsey Show Approved Local Investment Provider since 2011 and is currently recognized as a SmartVestor Pro for Southern California, Arizona, and Southern New Mexico.
Financial planning, financial consulting
âSeveral generations of knowledge and a large family to work with.“- Dogz R.
Ellen has worked as a journalist for almost a decade, contributing to several major online publications. As a business expert, Ellen reviews local and national businesses.