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Find Retirement Planners for Retirement Planning in Tucson, Arizona

With so many financial products and solutions available in the market, it is a daunting task to choose the best one for you. We have over 20 years of experience in finding you the best financial planner as per your requirements in the field of retirement planning. Our vetted certified retirement financial planners can help you plan for your dream retirement.

All our retirement planners go through rigorous industry experience, disclosures, and registrations check. Our qualified retirement planners are specialized in investment management, insurance advisory, 401k rollovers, and estate planning. Their work experience ranges from being part of small independent firms to Fortune 500 companies.

List of Qualified Retirement Planners in Tucson, Arizona

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James Good

BGK Capital

3060 N Swan Rd

Tucson,AZ 85712

520-600-3064

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Michelle Anthony

Modern Wealth Management

1640 East River Road
Suite 208

Tucson,AZ 85718

520-298-1900

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Michael Treiberg

Treiberg Wealth Management, Inc.

3573 E Sunrise Drive
Suite 115

Tucson,AZ 85718

520-232-0505

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Allworth Financial

Allworth Financial

6450 N Swan Road, Suite 100

Tucson,AZ 85718

888-242-6766

List of Additional Retirement Planners in Tucson, Arizona*

* Additional advisor listing is provided in partnership with Yext

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The Franklin Alvarado Group - Morgan Stanley

7175 N Pima Canyon Dr

Tucson, AZ 85718
520-519-2300

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Ed Koven - Ameriprise Financial Services, LLC

1715 E Skyline Dr
Ste 151

Tucson, AZ 85718
520-877-5636

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Anderson Financial Group

6400 E. El Dorado Circle
Ste. C-200

Tucson, AZ 85715
520-886-8686

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Phillip Williams - Ameriprise Financial Services, Inc.

268 E River Rd
Ste 100

Tucson, AZ 85704
520-529-8145

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HomeWell Care Services

7225 N. Mona Lisa Road
Suite 204 - Mona Lisa Plaza

Tucson, AZ 85741
520-327-2555

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Niki AE Rowe - Ameriprise Financial Services, LLC

5151 E Broadway Blvd
Ste 730

Tucson, AZ 85711
520-748-2384

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Philip Pappas II - Ameriprise Financial Services, LLC

5151 E Broadway Blvd
Ste 1530

Tucson, AZ 85711
520-514-1027

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Full Moon Financial

1 S. Church Avenue
Suite 2200

Tucson, AZ 85701
520-270-4306

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Sally Morgan Allison - Ameriprise Financial Services, LLC

3610 N Prince Village Pl
Ste 130

Tucson, AZ 85719
520-795-1648

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Ascension College Planning

2500 E 22nd Street

Tucson, AZ 85713
520-918-0340

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Craig Nochumson

6979 E Broadway Blvd
#127

Tucson, AZ 85710
520-268-9015

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Simonson Wealth Management

3573 E. Sunrise Drive
#133

Tucson, AZ 85718
520-777-2415

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JNJ Wealth Management Group, LLC

3567 E. Sunrise Dr.
Suite 105

Tucson, AZ 85718
520-812-7044

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Hallmark Financial, LLC

1610 East River Road Suite 116

Tucson, AZ 85718
520-544-0496

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Adam Hamilton Paoli - Morgan Stanley

7175 N Pima Canyon Dr

Tucson, AZ 85718
520-519-2307

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Robinson & Shumaker

3567 East Sunrise Drive
Suite 119

Tucson, AZ 85718
520-393-8990

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George F. Herget Jr. - Morgan Stanley

7175 N Pima Canyon Dr

Tucson, AZ 85718
520-519-2328

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Susanna A Hadden - Morgan Stanley

7175 N Pima Canyon Dr

Tucson, AZ 85718
520-519-2356

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Aida Castro, MBA

1 South Church Ave
Suite 2200

Tucson, AZ 85701
520-620-5408

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Terese Anne Loscalzo - Morgan Stanley

7175 N Pima Canyon Dr

Tucson, AZ 85718
520-519-2309

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Thomas Blanchard - Morgan Stanley

7175 N Pima Canyon Dr

Tucson, AZ 85718
520-878-1985

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Becky Johnson - Ameriprise Financial Services, Inc.

4400 E Broadway Blvd
Ste 712

Tucson, AZ 85711
520-327-3299

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United Financial Center

4763 East Camp Lowell Drive

Tucson, AZ 85712
520-321-1777

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Wealth Building Strategies

3017 W. Ina Rd.

Tucson, AZ 85741
520-719-1990

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Alexander Mccrohan, CFP - UBS Financial Services Inc.

2840 E. Skyline Drive
Tucson

Tucson, AZ 85718
520-748-3658

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Root Assets

11135 East Golf Links Road

Tucson, AZ 85730
520-222-7225

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Quantum Wealth Management

1984 North Kolb Road

Tucson, AZ 85715
520-445-8004

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Jerry O'Neill - Ameriprise Financial Services, LLC

1715 E Skyline Dr
Ste 151

Tucson, AZ 85718
520-877-5603

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Rincon Financial Group, LLC

7469 E. Tanque Verde Road

Tucson, AZ 85715
520-200-4032

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Robert Burns - UBS Financial Services Inc.

2840 E. Skyline Drive
Tucson

Tucson, AZ 85718
520-748-3673

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SJI Financial Services

7481 E Broadway Blvd.

Tucson, AZ 85710
520-326-6133

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Tucson, AZ Branch Office - UBS Financial Services Inc.

2840 E. Skyline Drive
Suite 200

Tucson, AZ 85718
520-750-7500

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Przewlocki Horvath

2030 East Speedway Road
Suite 220

Tucson, AZ 85719
520-326-8950

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DFG Consultants, LLC

1 South Church Avenue
Suite 1200

Tucson, AZ 85701
520-448-5228

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The Pusch Peak Group - Morgan Stanley

7175 N Pima Canyon Dr

Tucson, AZ 85718
520-878-1988

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Laurence Lof Financial Advisors

4757 E Camp Lowell Dr

Tucson, AZ 85712
520-881-2523

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Lee Cooper - Ameriprise Financial Services, LLC

5055 E Broadway Blvd
Ste D201

Tucson, AZ 85711
520-777-1371

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Paul Altobelli - Ameriprise Financial Services, LLC

1715 E Skyline Dr
Ste 151

Tucson, AZ 85718
520-877-5644

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Debra Coyle - Ameriprise Financial Services, LLC

1715 E Skyline Dr
Ste 151

Tucson, AZ 85718
520-877-5600

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Holton & Kosanke Wealth Management, LLC

8427 North Mountain Stone Pine Way

Tucson, AZ 85743
503-756-0113

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Sarinya Jackie Phillips - Morgan Stanley

7175 N Pima Canyon Dr

Tucson, AZ 85718
520-519-2315

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Robert Roman

2560 E 10th Street

Tucson, AZ 85716
520-647-2665

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Cesar Castelo - Morgan Stanley

7175 N Pima Canyon Dr

Tucson, AZ 85718
520-519-2322

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Todd Smith - Ameriprise Financial Services, LLC

1715 E Skyline Dr
Ste 151

Tucson, AZ 85718
520-877-5600

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Allstate Personal Financial Representative: Ronald Wilson

7385 S Houghton Rd
Ste 125

Tucson, AZ 85747
520-370-6553

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Mary White - Ameriprise Financial Services, LLC

1715 E Skyline Dr
Ste 151

Tucson, AZ 85718
520-877-5600

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Daniel Paoli - Morgan Stanley

7175 N Pima Canyon Dr

Tucson, AZ 85718
520-519-2332

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Brent Flading - Ameriprise Financial Services, LLC

1715 E Skyline Dr
Ste 151

Tucson, AZ 85718
520-877-5622

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Morgan Stanley Financial Advisors

7175 N Pima Canyon Dr

Tucson, AZ 85718
520-519-2300

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Fernando A. Arreola - Morgan Stanley

7175 N Pima Canyon Dr

Tucson, AZ 85718
520-745-7068

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Garrett Pierce Smith - Ameriprise Financial Services, LLC

5055 E Broadway Blvd
Ste D201

Tucson, AZ 85711
520-514-6000

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Beth Vance - Ameriprise Financial Services, LLC

5151 E Broadway Blvd
Ste 730

Tucson, AZ 85711
520-748-2384

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Aaron Rottenstein, CFP, CIMA - UBS Financial Services Inc.

2840 E. Skyline Drive
Tucson

Tucson, AZ 85718
520-748-3628

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Adara Wealth Management

205 W. Giaconda Way
Suite 115

Tucson, AZ 85704
520-467-5506

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Mitchell/AbdyTeam - UBS Financial Services Inc.

2840 E. Skyline Drive
Tucson

Tucson, AZ 85718
520-748-3612

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Chip McLaughlin - Morgan Stanley

7175 N Pima Canyon Dr

Tucson, AZ 85718
520-519-2339

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Hugo Frausto - Morgan Stanley

7175 N Pima Canyon Dr

Tucson, AZ 85718
520-745-7074

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Roberto Monroy - Morgan Stanley

7175 N Pima Canyon Dr

Tucson, AZ 85718
520-745-7017

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Ronald Diaz - Morgan Stanley

7175 N Pima Canyon Dr

Tucson, AZ 85718
520-519-2308

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Theresa Campbell Thorson, CFP - UBS Financial Services Inc.

2840 E. Skyline Drive
Tucson

Tucson, AZ 85718
520-748-3629

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First Command Financial Advisor - Courtney Seely

4400 E Broadway
Suite 805

Tucson, AZ 85711
520-829-5824

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Carina Flores - Morgan Stanley

7175 N Pima Canyon Dr

Tucson, AZ 85718
520-745-7015

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McKinley Griffith - Morgan Stanley

7175 N Pima Canyon Dr

Tucson, AZ 85718
520-519-2301

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John Allanson - UBS Financial Services Inc.

2840 E. Skyline Drive
Tucson

Tucson, AZ 85718
520-748-3604

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Gilbert Thompson - UBS Financial Services Inc.

2840 E. Skyline Drive
Tucson

Tucson, AZ 85718
520-748-3621

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Victor Bruno - Morgan Stanley

7175 N Pima Canyon Dr

Tucson, AZ 85718
520-519-2354

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Anna Alvarado - Morgan Stanley

7175 N Pima Canyon Dr

Tucson, AZ 85718
520-745-7014

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Patricia J Carnovale - Ameriprise Financial Services, LLC

4400 E Broadway Blvd
Ste 712

Tucson, AZ 85711
520-327-3299

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Bruce Irby - Ameriprise Financial Services, LLC

4400 E Broadway Blvd
Ste 712

Tucson, AZ 85711
520-325-3001

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Matthew Meyer - UBS Financial Services Inc.

2840 E. Skyline Drive
Tucson

Tucson, AZ 85718
520-748-3615

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Andrew Ruboyianes, CFP - UBS Financial Services Inc.

2840 E. Skyline Drive
Tucson

Tucson, AZ 85718
520-748-3659

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Edward Jones - Financial Advisor: Ali Rustempasic, AAMS"

3573 E Sunrise Dr
Ste 119

Tucson, AZ 85718
520-299-9800

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James Ruboyianes - UBS Financial Services Inc.

2840 E. Skyline Drive
Tucson

Tucson, AZ 85718
520-748-3636

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Meta Credit USA - Tuscon Arizona Credit Repair

202 East 12th Street
Suite 518

Tucson, AZ 85701
877-590-2346

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Edward Jones - Financial Advisor: Wyatt J McRae

6791 E Camino Principal

Tucson, AZ 85715
520-298-9010

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Gerard Freeh - UBS Financial Services Inc.

2840 E. Skyline Drive
Tucson

Tucson, AZ 85718
520-748-3671

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Robert Lehnhardt, CFP - UBS Financial Services Inc.

2840 E. Skyline Drive
Tucson

Tucson, AZ 85718
520-748-3632

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Robert Selleck - Morgan Stanley

7175 N Pima Canyon Dr

Tucson, AZ 85718
520-519-2325

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Robin McGeorge - Morgan Stanley

7175 N Pima Canyon Dr

Tucson, AZ 85718
520-519-2329

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Perry Soderberg - Ameriprise Financial Services, LLC

268 E River Rd
Ste 100

Tucson, AZ 85704
949-812-2074

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First Command Financial Advisor - Aaron Mosier

5920 E Pima Street
Ste 170

Tucson, AZ 85712
520-886-4068

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Edward Jones - Financial Advisor: Rudy Graf, AAMS"

6700 N Oracle Rd
Suite 409

Tucson, AZ 85704
520-742-7514

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Edward Jones - Financial Advisor: Jennifer C Noseck, CRPC"

9525 East Old Spanish Trail
Suite 111

Tucson, AZ 85748
520-546-1839

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Edward Jones - Financial Advisor: Chris Weiss

6700 N Oracle Rd
Suite 409

Tucson, AZ 85704
520-742-7514

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Edward Jones - Financial Advisor: Samuel W Garrison

1745 E River Rd
Suite 155

Tucson, AZ 85718
520-577-0016

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William Starnes, Bankers Life Agent

333 E Wetmore Rd
Ste 435

Tucson, AZ 85705
520-790-1791

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Edward Jones - Financial Advisor: Warren R Tyler

6546 E Tanque Verde Rd
Ste 130

Tucson, AZ 85715
520-777-7616

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Edward Jones - Financial Advisor: Ivan Escobosa

3709 N Campbell Ave
Suite 151

Tucson, AZ 85719
520-795-1003

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First Command Financial Advisor - Bruce Ellwein

5920 E Pima Street
Ste 170

Tucson, AZ 85712
520-886-4068

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Edward Jones - Financial Advisor: Andrew R Larsen

1200 N El Dorado Pl
Ste F646

Tucson, AZ 85715
520-207-5805

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Edward Jones - Financial Advisor: Rudy Ingersoll, AAMS®

8808 E Tanque Verde Road

Tucson, AZ 85749
520-760-9179

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Edward Jones - Financial Advisor: Andrew O'Sullivan

8808 E Tanque Verde Road

Tucson, AZ 85749
520-760-9179

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Edward Jones - Financial Advisor: Britney T Shockley

10222 E Rita Rd
Ste 100

Tucson, AZ 85747
520-751-8025

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Edward Jones - Financial Advisor: Jeff LaBeff

3573 E Sunrise Dr
Ste 119

Tucson, AZ 85718
520-299-9800

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Edward Jones - Financial Advisor: Thomas Palomares II

8808 E Tanque Verde Road

Tucson, AZ 85749
520-760-9179

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Edward Jones - Financial Advisor: Bob Peck

1745 E River Rd
Suite 155

Tucson, AZ 85718
520-577-0016

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Edward Jones - Financial Advisor: Humberto Alday

6735 E Broadway Blvd

Tucson, AZ 85710
520-731-1521

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Edward Jones - Financial Advisor: Zachary J Ewing

4735 E Sunrise Dr

Tucson, AZ 85718
520-299-0382

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Tom Taylor - Morgan Stanley

7175 N Pima Canyon Dr

Tucson, AZ 85718
520-745-7018

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Edward Jones - Financial Advisor: Peter A Larsen, CRPC"

7451 E Broadway Blvd

Tucson, AZ 85710
520-885-6060

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Edward Jones - Financial Advisor: Yamen A Fellah

1670 E River Road
Suite 100

Tucson, AZ 85718
520-544-5160

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Edward Jones - Financial Advisor: Carl F Maes, AAMS"

3005 W Ina Rd
#101

Tucson, AZ 85741
520-742-4804

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Edward Jones - Financial Advisor: John R Ward

6450 N Swan Road
Suite 126

Tucson, AZ 85718
520-232-0418

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Edward Jones - Financial Advisor: Carl R Stauss, AAMS"

6960 E Sunrise Drive
Suite 150

Tucson, AZ 85750
520-299-2873

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Allstate Personal Financial Representative: Steven Hite

645 E Speedway Blvd

Tucson, AZ 85705
520-235-7276

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Edward Jones - Financial Advisor: Nancy Letarte

7355 S Houghton Rd
Ste 209

Tucson, AZ 85747
520-664-2026

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Edward Jones - Financial Advisor: Tim J Beithon

333 N Wilmot Rd
Suite 140

Tucson, AZ 85711
520-299-1008

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Edward Jones - Financial Advisor: Jim Meier

6700 N Oracle Rd
Suite 409

Tucson, AZ 85704
520-742-7514

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Edward Jones - Financial Advisor: Dray Sterling, CFP®

1715 E Skyline Dr
Suite 121

Tucson, AZ 85718
520-742-7490

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First Command Financial Advisor - David Ifflander

5920 E Pima Street
Ste 170

Tucson, AZ 85712
520-886-4068

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Edward Jones - Financial Advisor: Alexa M Letarte

7355 S Houghton Rd
Ste 209

Tucson, AZ 85747
520-664-2026

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Allstate Personal Financial Representative: Mark Faber

645 E Speedway Blvd

Tucson, AZ 85705
520-444-6771

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Rottenstein Wealth Management and Consulting - UBS Financial Services Inc.

2840 E. Skyline Drive
Tucson

Tucson, AZ 85718
520-748-3628

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Edward Jones - Financial Advisor: Jim Orr

9100 E Tanque Verde Rd
Suite 120

Tucson, AZ 85749
520-760-1339

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Edward Jones - Financial Advisor: Larry Mathias

7440 N Oracle Rd
Bldg 3

Tucson, AZ 85704
520-989-0110

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Edward Jones - Financial Advisor: Adam Pina

1715 E Skyline Dr
Suite 121

Tucson, AZ 85718
520-742-7490

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Edward Jones - Financial Advisor: Chris Korinek, CEPA®

7330 N Oracle Rd
Suite 250

Tucson, AZ 85704
520-742-8925

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Allstate Personal Financial Representative: Douglas Roper

3400 E Speedway Blvd
Ste 202

Tucson, AZ 85716
520-275-9288

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Allstate Personal Financial Representative: Michael Franzen

9568 E Golf Links Rd

Tucson, AZ 85730
520-870-9103

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Allstate Personal Financial Representative: L. Ross Van Houten

2719 N Campbell Ave

Tucson, AZ 85719
253-778-2299

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Daniel Treiber - Morgan Stanley

7175 N Pima Canyon Dr

Tucson, AZ 85718
520-878-1987

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Geoffrey J. Miller - Morgan Stanley

7175 N Pima Canyon Dr

Tucson, AZ 85718
520-745-7012

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Joseph Mamuyac

2560 E 10th Street

Tucson, AZ 85716
520-647-2665

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Adrian Moreno

2560 E 10th Street

Tucson, AZ 85716
520-647-2665

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DKG Financial Group

3573 East Sunrise Drive
Suite 133

Tucson, AZ 85718
520-777-2400

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Jane Rojas - Morgan Stanley

7175 N Pima Canyon Dr

Tucson, AZ 85718
520-519-2324

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Marc H Lock - Morgan Stanley

7175 N Pima Canyon Dr

Tucson, AZ 85718
520-745-7031

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Carol Ann Ruehl - Morgan Stanley

7175 N Pima Canyon Dr

Tucson, AZ 85718
520-878-1988

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Christopher Graves, CFP® - Morgan Stanley

7175 N Pima Canyon Dr

Tucson, AZ 85718
520-878-2003

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Mina Franklin - Morgan Stanley

7175 N Pima Canyon Dr

Tucson, AZ 85718
520-745-7075

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Wayne F Griffith - Morgan Stanley

7175 N Pima Canyon Dr

Tucson, AZ 85718
520-745-7063

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David Hum, CFP® - Morgan Stanley

7175 N Pima Canyon Dr

Tucson, AZ 85718
520-878-2002

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Selina El-Awad - Morgan Stanley

7175 N Pima Canyon Dr

Tucson, AZ 85718
520-519-2370

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John Silvey - Morgan Stanley

7175 N Pima Canyon Dr

Tucson, AZ 85718
520-519-2344

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Scooter Grubb - Morgan Stanley

7175 N Pima Canyon Dr

Tucson, AZ 85718
520-745-7044

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Eric B Boos - Morgan Stanley

7175 N Pima Canyon Dr

Tucson, AZ 85718
520-745-7062

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James Peter Dretler - Morgan Stanley

7175 N Pima Canyon Dr

Tucson, AZ 85718
520-878-2001

* Additional advisor listing is provided in partnership with Yext

Frequently Asked Questions

Why do I need a retirement planner?

A retirement planner helps you in making your retirement life run smoothly. They also help in identifying various sources of income, estimating the expenses, implementing a savings program, and helps in asset management. The major focus of a Retirement Planner is to estimate future cash flows and assets management.

How to choose a good retirement planner?

While interviewing potential retirement planners, look for someone with expertise in Tax Planning, Social Security, and Withdrawal Strategies for retirement. They need to be able to formulate a schedule and strategy that tells you how to take money out in a tax-efficient manner and they need to be able to give you practical guidance on the use of assured revenue items that can build a sense of financial security in your retirement.

What does a retirement planner do?

A Retirement Planner gives you a clear understanding of the financial assets that you are aggregating along with other resources that you have such as Pensions, Social Security, Part-time work, Home Equity, etc. In this way, they help you transform these income sources to become a future asset/regular source of income that will help you in your retirement days.

How much does a retirement planner cost?

Different Retirement planners charge differently. They may charge on an hourly basis, a quarterly or annual retainer fee, a percentage of assets that they manage for you, in the form of Commissions, a fixed fee to run a retirement plan. You should always ask the prospective retirement planner for a simple clarification of how they want to get compensated.

What questions to ask a retirement planner?

Although the questions to ask your retirement planner may differ as per your financial concerns, following are the most common things to discuss with your retirement planner

  1. Are my current savings enough to get retired?
  2. With my current savings, what will my post-retirement lifestyle look like?
  3. Should I consider making investments right before my retirement?
  4. When is the right time to pay off my mortgage-pre or post-retirement?
  5. How can I mitigate my post-retirement financial risks?

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