Below is a list of the top and leading Financial Services in Tucson. To help you find the best
Financial Services located near you in Tucson, we put together our own list based on .
Tucson’s Best Financial Services:
The top rated Financial Services in Tucson, AZ are:
- Empower Financial Group – provides dependable 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 its clients with the highest quality financial planning and investment management
- Blease Financial Services Inc – the trusted, family-oriented wealth management firm
- Andrew Ruboyianes, CFP – UBS Financial Services Inc. – organize individuals’ financial life
Empower Financial Group
Empower Financial Group introduces clients to some proven, dependable ways to help protect their family’s lifestyle and future; or prepare for major financial events such as paying for college, saving for retirement, or caring for an aging relative. They have been taking a part of this community for about 40+ years, and therefore have a vested interest in seeing their friends and neighbors succeed. In fact, they probably have many of the same hopes and aspirations as individuals and will be happy to share all the resources and information their firm has to offer.
Products/Services:
Financial Planning
LOCATION:
Address: 1 S Church Ave, Tucson, AZ 85701
Phone: (520) 620-5388
Website: www.empowerfinancialgroupllc.com
REVIEWS:
“I was one of those people that liked to avoid my financial standing and habits. Stephanie Kidder changed that. She did an amazing job helping me understand the process, shaping a plan that meets my needs and motivating me to invest in and protect myself and my loved ones. The entire process was shockingly enjoyable. Empower Financial Group is highly recommended. I felt empowered when I left her office.” – Melissa 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 fiduciaries to their retirement and single client accounts but are also able to dually offer commissionable products to our clientele such as 529 college saving plans. Timothy M. Schannep, principal and owner, has earned the Certified Financial Planner certification.
Tim and his staff employ a comprehensive approach to financial planning and offer a wide array of qualified and non-qualified plan options for organizations. They also work closely with their financial planning clients in Arizona and across the country.
Products/Services:
Wealth Management, Retirement Consulting, Financial Planning
LOCATION:
Address: 3567 E Sunrise Dr #237, Tucson, AZ 85718
Phone: (520) 545-0345
Website: www.wealthadvisorsllc.com
REVIEWS:
“George Darling has been my financial adviser for over 10 years and I am thrilled with what he has done for me. Because of him, I can retire earlier than expected.” – Jude L.
Tocco Financial Services
Tocco Financial Services provides its clients with the highest quality financial planning and investment management to help them pursue their long-term goals. This involves getting to know them thoroughly 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 Certified Financial Planner professionals or are currently working towards their CFP certifications. Not each financial planner is a Certified Financial Planner expert. More importantly, they utilize the brokerage services of LPL Financial. LPL Financial is a leading diversified financial services company and the nation’s largest independent broker/dealer.
Products/Services:
Financial Planning
LOCATION:
Phone: (520) 881-1149
Website: www.toccofinancial.com
REVIEWS:
“Jen is so good at what she does. Makes it simple to compare different financial decisions and outcomes and make the best decisions for our family and our future.” – Lauren R.
Blease Financial Services Inc
Blease Financial Services Inc incorporates the completely integrated accommodation consisting of three institutions mainly banking, brokerage, and insurance in order to handle every facet of one’s financial life. They are the trusted, family-oriented wealth management firm that always puts their client’s needs first. Their years of experience and historical perspective provide additional guidance.
They also maintain strategic partnerships with highly qualified professionals in other areas, such as accounting and estate and tax law, for a 360-degree approach. In addition, they accomplish this through education, communication, and client service that aims to exceed the clients’ expectations, all backed by a commitment to acting in their best interest in everything they do.
Products/Services:
Financial Planning
LOCATION:
Address: 7374 N La Cholla Blvd, Tucson, AZ 85741
Phone: (520) 299-7172
Website: www.bleasefinancial.com
REVIEWS:
“Blease Financial Services has been a wonderful help to my mom. Not being close to her they have taken care of her finances and even check on her. They have always been there when we call and have always been polite and caring, especially Mark S. Thanks Mark for your attention to the small and big details.” – Sandy M.
Andrew Ruboyianes, CFP – UBS Financial Services Inc.
Andrew Ruboyianes, CFP – UBS Financial Services Inc. organize individuals’ financial life to help make sure their short-term needs don’t cloud their long-term goals. They provide a structure so clients clearly understand where their money is, and why. The scheme they make together can assist them to stay concentrated at every stage of life, today and for future generations.
Andrew Ruboyianes, CFP, found a fondness for finance while becoming an adult in the industry under the wing of his father (Jim) who has been with what is now UBS for 38 years. Afar designations, Andrew has been well-known as an Endorsed Local Provider of Investing by The Dave Ramsey Show since 2011 and is currently recognized as a SmartVestor Pro for Southern California, Arizona, and Southern New Mexico.
Products/Services:
Financial Planning, Financial Consultation
LOCATION:
Address: 2840 E Skyline Dr, Tucson, AZ 85718
Phone: (520) 748-3659
Website: www.advisors.ubs.com
REVIEWS:
“Multi generations in knowledge and a great family to work with.” – Dogz R.
Ellen has worked as a journalist for nearly a decade having contributed to several large publications online. As a business expert, Ellen reviews local and national businesses.