Tips On Selecting The Right Financial Planner Flagstaff AZ

It's really an essential task to find out a financial planner that is skilled in planning activities, especially if you are just beginning out. When it comes to choosing the perfect Certified Financial Planner, it assists a lot for evaluating them on the objective grounds.

John Stephens
TCI Wealth Advisors, Inc.
(928) 226-0868
150 W. Dale, Suite 1
Flagstaff, AZ
Expertises
Advising Medical Professionals, Planning Issues for Business Owners, Planning Concerns for Corporate Executives, High Net Worth Client Needs, Ongoing Investment Management, Advising Entrepreneurs
Certifications
NAPFA Registered Financial Advisor, CFA, CFP®, MBA, MD

Mr. Thomas R. Pahler, CFP®
(928) 606-5172
1094 N Conifer Rd
Flagstaff, AZ
Firm
TRP Financial

Data Provided by:
Ms. Keith Todhunter-Schaafsma, CFP®
(928) 774-9598
809 W Riordan
Flagstaff, AZ
Firm
Ascendant Financial Solutions
Areas of Specialization
Investment Management

Data Provided by:
Bank of America - Flagstaff Mall Branch
(928) 526-2574
4550 N Highway 89
Flagstaff, AZ
Type
Banking Center
Services
Banking Center Services: Commercial Deposits, Night Deposits
Outdoor ATM Services: Open 24 Hours, Talking ATM, Braille, Accepts Deposits, Multi-Check Deposit, Drive Up, Deposit Image
Languages
English, Spanish, Chinese, Korean, French, Russian, Portuguese
Office Hours
Monday 9-5
Tuesday 9-5
Wednesday 9-5
Thursday 9-5
Friday 9-6
Saturday 9-1
Sunday Closed

Wells Fargo - Flagstaff Mall
(928) 526-7709
4650 N Hwy 89 D3
Flagstaff, AZ
Type
Branch
Office Hours
Mon-Fri 09:00 AM-07:00 PM
Sat 09:00 AM-05:00 PM
Sun Closed

Mr. Theodore Dwyer, CFP®
(928) 774-7679
2615 N 4th St
Flagstaff, AZ
Firm
Dwyer Financial
Key Considerations
Average Net Worth: Not Applicable

Average Income: Not Applicable

Profession: Not Applicable

Data Provided by:
Mr. Mark E. Frank, CFP®
(928) 774-4766
1016 W University Ave Ste 105
Flagstaff, AZ
Firm
Edward Jones
Areas of Specialization
Comprehensive Financial Planning
Key Considerations
Average Net Worth: $1,000,001 - $5,000,000

Average Income: $250,001 - $500,000

Profession: Not Applicable

Data Provided by:
Mr. R. Michael Alvey, CFP®
(928) 637-6446
901 N. San Francisco St.
Flagstaff, AZ
Firm
Aspen Financial Strategies, LLC
Areas of Specialization
Retirement Planning
Key Considerations
Average Net Worth: $500,001 - $1,000,000

Profession: Not Applicable

Data Provided by:
Wells Fargo - East Flagstaff
(928) 556-9872
2625 N 4Th St
Flagstaff, AZ
Type
Branch
Office Hours
Mon-Fri 08:00 AM-06:00 PM
Sat 09:00 AM-04:00 PM
Sun Closed

Chase Bank
(928) 779-7351
4830 N Hwy 89
Flagstaff, AZ
Type
Freestanding
Office Hours
Mon:8:30-5:00
Tues:8:30-5:00
Wed:8:30-5:00
Thurs:8:30-5:00
Fri:8:30-6:00
Sat:9:00-1:00
Sun:closed

Data Provided by:

Tips On Selecting The Right Financial Planner

With the entrance of the population of aging baby boomer in their 60s, our society is presently trying to enter a time where there will be test over the boomer generation’s financial planning and is put into correct action. Did they have been able to save sufficient enough? Did there plan operate in an appropriate manner? Is their financial home in proper order? And for those people that are in their 30s and 40s and planning to accumulate their fortune, they are also now starting to plan in an appropriate manner, or at least applying efforts to. And the profession of Certified Financial planners (CFP) or Financial Planning enters into this entire mix as they are more legitimately called.
Financial planners provide assistance to all types of families
A clear need is something that the financial planners exactly meet. These individuals gain talent and capability of supporting individuals, extended families, couples, and businesses with arrangement of their financial life for providing the prefect and best security as well as return on the investment. Of course, the financial planners are well known particularly for their proficiency in financial products of numerous types. It’s necessary for them to be perfectly versed in bonds, estates, stocks, mutual funds, trusts, corporate structures, and wills. Numerous financial planners are also trained well in planning itself. Actually, it’s a discipline to know where to invest your money in order to gain some greater profit, and also gain knowledge regarding the order to do it, at which age, and in which amounts.
Criteria in Choosing a Financial Planner
It’s really an essential task to find out a financial planner that is skilled in planning activities, especially if you are just beginning out. When it comes to choosing the perfect Certified Financial Planner, it assists a lot for evaluating them on the objective grounds. You can access a bit more assistance with the resources available at website below. Most significantly, you will desire accessing their qualifications that are related to your specific requirements. Conduct proper research in order to find out whether or not they understand how perfectly they should support whey you’re in financial need. Another thing you need to consider about is their charging manner, how they are going to charge you? There are free and no free planners, charging you either just for their counseling service or for commissions that they receive on any of their recommended products’ sale. Keep in mind that you should always consider the financial planner that makes the maximum sense for you. Lastly, don’t forget to consider about the level of your accessibility to your financial planner. It includes the detail information regarding their location, their actual and exact office hours, as well as whether or not their offered services can be accessed via the websites. If you’ll evaluate your future financial planner considering some criteria, you’ll be offered with assistance in long term where you’ll be able to access the financial goals this is most beneficial for you and your family.

Selecting a financial planner requires in-depth research. For reviews and other information about financial planning, please visit http://www.filife.com/topics/financial-planning . For expert advice on financial planning, please go to http://www.filife.com/topics/financial-planning/discussions



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