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Financial Advisors in Surprise, AZ

How to choose a financial advisor in Surprise

Ask two questions first. How are you paid, and are you a fiduciary? An advisor paid only by you (fee-only) has fewer reasons to steer you toward products. One who earns commissions isn't necessarily worse, but you should know. Check the firm name on the profile: advisors with a large network have the network's tools and its product list; independents have more freedom and fewer resources. Ask what kinds of clients they usually work with. A retiree and a 35-year-old with a young family need different advice. Then ask how often you'll actually hear from them.

Moses Medina

Financial Advisor

CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.

Surprise, AZ

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Ruben Castro

Financial Advisor

Wells Fargo Clearing Services, Llc

Surprise, AZ

ProfileNo contact yet

Jeffrey Avery

Financial Advisor

STATE FARM INVESTMENT MANAGEMENT CORP.

Surprise, AZ

ProfileNo contact yet

Gary Luna

Financial Advisor

DYNAMIC WEALTH ADVISORS

Surprise, AZ

ProfileNo contact yet

Laura Grewe

Financial Advisor

RAYMOND JAMES & ASSOCIATES, INC.

Surprise, AZ

ProfileNo contact yet
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