Best Financial Advisors in Apache Junction

Find top-rated local financial advisors who can help you achieve your financial goals with personalized strategies and expert guidance.

Find an Advisor Estimated Advisor Fees
30+
Advisors
4.8/5.0
Average Rating

Apache Junction Financial Landscape

With a population of 37,130, Apache Junction's economy is primarily driven by tourism, retail, and healthcare. The city is experiencing growth as more people seek affordable living near Phoenix.

Major industries
Tourism, Retail, Healthcare
Population
37K (metro: 1.7M)
Median household income
$52,000
Unique needs
Apache Junction requires tailored financial advice due to its unique economic landscape and growing population.
Market Insights
Economic Growth
According to BEA (2023), Apache Junction's economy is expanding, driven by increased tourism and retail activity.
Wealth Demographics
According to Census (2023), the median income in Apache Junction is $52,000, reflecting a diverse economic base.
Advisor Specializations
Based on BLS (2023), financial advisors in Apache Junction are increasingly focusing on retirement planning and real estate investments.
Local Considerations
Cost of Living
According to BLS (2024), Apache Junction's cost of living is lower than the national average, making it attractive for new residents.
Real Estate Market
According to Zillow (2024), the real estate market in Apache Junction is competitive, with rising home prices reflecting increased demand.
Business Environment
According to Fortune (2024), Apache Junction's business climate is improving, with incentives for small businesses and startups.

Top 5 Financial Advisors in Apache Junction

Jordan Capozzi: Primerica - Financial Services
★ ★ ★ ★ ★ 5
Edward Jones - Financial Advisor: Josh Hansen, CFP®|CRPC™
★ ★ ★ ★ ★ 5
Edward Jones - Financial Advisor: Lyle Zaichkin, CFP®|AAMS®|CRPC™
★ ★ ★ ★ ★ 5
Edward Jones - Financial Advisor: Robert Farwell, CFP®|AAMS®
★ ★ ★ ★ ★ 5
Financial Advisor Pro
★ ★ ★ ★ ★ 5
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How to Choose the Right Financial Advisor

When selecting a financial advisor in Apache Junction, consider these essential factors

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Fiduciary Standard
Prioritize advisors who commit to acting as fiduciaries 100% of the time, legally obligating them to put your interests first.
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Apache Junction-Specific Expertise
For Apache Junction residents working in Tourism, Retail, Healthcare, consider advisors with specific experience in your industry's unique compensation and benefit structures.
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Fee Structure Transparency
Understand how your advisor is compensated—whether through fees, commissions, or a combination—and how this might influence their recommendations.
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Credentials
Seek advisors with recognized credentials such as CFP®, CFA, or ChFC designations, indicating advanced training and ethical standards.
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Communication Style
Choose an advisor whose communication approach matches your preferences regarding frequency, detail, and method of interaction.
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Risk Management Focus
Apache Junction's reliance on tourism poses economic risks; housing market volatility and flooding are concerns. Diversify investments to mitigate these risks.

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