Top financial advisors in Safford, 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 managing your finances in Safford, AZ, you might need an advisor who understands the local economic environment and tax rules that affect your investments and retirement plans. Without this local insight, you risk missing opportunities or facing unexpected costs.
- Local tax knowledge. Confirm how they navigate Arizona's tax landscape, including state income and property taxes, to optimize your financial decisions.
- Retirement planning in context. Ask how they factor in regional cost of living and healthcare access when crafting your retirement strategy.
- Investment approach. Look for advisors who tailor portfolios considering local market conditions and economic trends, not just national averages.
- Experience with local firms. Inquire about their relationships with area financial institutions and how that benefits your access to services and products.
Here are top matches to get you started. Review each profile to compare experience, credentials, and approach.
-
Tyson R
CFP®, Series 63, Series 66
Safford, AZ
Edward Jones
Tyson Richins offers 18 years of financial services experience and is a CFP® professional based in Safford, AZ, making him well-versed in local economic and tax considerations. Affiliated with Edward Jones, a large full-service wealth management firm managing over $1 trillion in assets, he provides access to diverse investment strategies and serves clients including retirees and business owners.
Experience: 18 years
Avg account: $246,728
-
Nathan S
Series 63, Series 65
Safford, AZ
United Advisor Group
Nathan Sorensen's eight years of experience and Series 63 and 65 licenses equip him to navigate Safford's local tax and retirement planning landscape effectively, especially with his expertise in annuities. As president of a small accounting firm, he offers additional tax preparation and consulting services, differentiating him through a blend of financial advising and hands-on accounting support within an independent advisory framework.
Experience: 8 years
Avg account: $214,453
-
Derek K
Series 65
Safford, AZ
ThePartners Wealth Management
Derek Kartchner specializes in retirement income strategy and operates in Safford, AZ, offering local insight into retirement planning and investment approaches. His firm, The Partners Wealth Management, serves diverse clients with customized portfolio strategies and offers flexible fee options including flat fees and negotiable asset-based fees, distinguishing him from advisors with more traditional fee structures or less tailored services.
Experience: 1 year
Avg account: $181,950
-
Tanya B
Series 63, Series 65
Safford, AZ
GWN Securities Inc.
Tanya Bishop offers extensive expertise in wealth management and retirement withdrawal strategies, supported by 20 years of industry experience and Series 63 and 65 licenses, making her well-equipped to address financial needs in Safford, AZ. Affiliated with GWN Securities Inc., a large firm managing $3.65 billion, she provides flexible fee options including flat fees and hourly consulting, distinguishing her through a broad service range and local presence.
Experience: 20 years
Avg account: $125,430
Want help finding the right advisor?
Answer a few questions to see advisors matched to you.
People also searched
Popular in Safford, AZ
Not sure where to start?
We'll help you think it through—whether you ultimately need an advisor or not. Warmer helps you compare advisors clearly, so you can choose with confidence.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor's Form ADV and do your own diligence before deciding whether to work with them.
Advisor matching and referrals are provided by FinanceHQ LLC ("FHQ"), a wholly-owned subsidiary of Warmer and an SEC-registered investment adviser. We may be compensated by participating advisors. You pay no fee to use our matching service, and advisor fees are not increased because of a referral. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
By using our service, you agree to the Warmer Terms of Service and FHQ Advisory Agreement, and acknowledge Warmer's Privacy Policy. Please review FHQ's ADV Part 2A and Form CRS. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. ("Warmer")