Top financial advisors in Lake Havasu City, AZ
The right financial advisor for you depends on how you weigh location, expertise, experience, the clients they typically serve, and how they work with you.
If you're planning to retire or relocate to Lake Havasu City, AZ, you need an advisor who understands the local retirement landscape, including the area's popular 55+ communities and tax environment. A common mistake is working with someone unfamiliar with how property taxes and community amenities affect your retirement income and lifestyle.
- Local retirement insight. Confirm the advisor knows how Lake Havasu City's low property taxes and community features impact your financial plans.
- Income sequencing. Ask how they manage your retirement income streams to align with local cost of living and tax considerations.
- Long-term care planning. Ensure they address healthcare and memory care options common in 55+ communities here.
- Tax-efficient withdrawals. Discuss strategies for minimizing taxes on your retirement distributions in Arizona's tax setting.
Here are top matches to get you started. Review each profile to compare experience, credentials, and approach.
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Jaimi D
Series 63, Series 66
Lake Havasu City, AZ
Mercer Global Advisors Inc.
Jaimi Dennehy offers 15 years of experience in Lake Havasu City, specializing in retirement plans for business owners and sustainable investing, which can support managing retirement income and tax-efficient withdrawals in the local environment. Affiliated with Mercer Global Advisors, a large firm serving high-net-worth clients with a flat-fee structure, she provides globally diversified portfolios and comprehensive planning, distinguishing her from advisors with narrower focuses or smaller practices.
Experience: 16 years
Avg account: $2,214,259
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Marianne N
CFP®
Lake Havasu City, AZ
Imagine Financial Services
Marianne Nolte specializes in general retirement planning with a focus on Baby Boomers and women's finance, making her well-suited for retirees in Lake Havasu City who need guidance on local tax and community factors. She offers a flat-fee structure starting at $3,500 per engagement and brings 10 years of experience as a CFP®-certified independent advisor, providing personalized financial clarity and education.
Experience: 11 years
Avg account: $308,488
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Walter R
Series 63, Series 65
Lake Havasu City, AZ
American Independent Securities Group, LLC
Walter Ruddiman brings 29 years of experience in Lake Havasu City, specializing in options and derivatives strategies, which can support complex retirement income sequencing and tax-efficient withdrawals. His firm offers flexible fee structures including flat fees and negotiable asset-based fees, serving a diverse client base with tailored portfolio management and non-discretionary asset oversight, distinguishing him from advisors with more limited service scopes.
Experience: 30 years
Avg account: $222,955
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Jacob S
ChFC®, Series 63
Lake Havasu City, AZ
LPL Financial
Jacob Shulam's 42 years of experience and ChFC® designation equip him to navigate Lake Havasu City's retirement landscape, including tax-efficient withdrawal strategies and income sequencing. Affiliated with LPL Financial, a large firm offering diverse planning and asset management solutions, he provides flat-fee financial planning, appealing to retirees and business owners seeking seasoned guidance in this Arizona community.
Experience: 43 years
Avg account: $399,489
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Ronald H
Series 66
Navarre, FL
Edward Jones
Ronald Hawley offers wealth management expertise in Lake Havasu City, AZ, with a focus on tax-loss harvesting and multi-generational wealth transfer, supported by seven years of industry experience and a Series 66 designation. Affiliated with Edward Jones, a large firm managing over $1 trillion in assets, he provides access to diverse advisory programs with an annual fee up to 1.35%, distinguishing him from smaller local advisors.
Experience: 8 years
Avg account: $246,728
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