Best Financial Advisors in Lake Havasu City

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
50+
Advisors
4.6/5.0
Average Rating

Lake Havasu City Financial Landscape

The economy of Lake Havasu City is primarily driven by tourism, retail, and healthcare. The city benefits from its picturesque location, attracting visitors year-round.

Major industries
Tourism, Retail, Healthcare
Population
52.8K (metro: N/A)
Median household income
$50,000
Unique needs
The city requires robust infrastructure to support tourism and healthcare services, alongside sustainable development practices.
Market Insights
Economic Growth
According to BEA (2023), Lake Havasu City's economy has shown steady growth, driven by increasing tourism and retail sectors.
Wealth Demographics
According to Census (2023), the median income in Lake Havasu City is approximately $50,000, reflecting a diverse economic base.
Advisor Specializations
Based on BLS (2023), financial advisors in the region are increasingly focusing on retirement planning and investment diversification.
Local Considerations
Cost of Living
According to BLS (2024), the cost of living in Lake Havasu City is lower than the national average, making it an attractive place for retirees.
Real Estate Market
According to Zillow (2024), the real estate market in Lake Havasu City is experiencing moderate growth, with prices reflecting seasonal demand fluctuations.
Business Environment
According to Fortune (2024), Lake Havasu City offers a favorable business climate, with incentives for small businesses and tourism-related enterprises.

Top 5 Financial Advisors in Lake Havasu City

Imagine Financial Services: Financial Advisor - Marianne Nolte, Certified Financial Planner - Lake Havasu City, AZ
★ ★ ★ ★ ★ 5
LPL Financial
★ ★ ★ ★ ★ 5
Edward Jones - Financial Advisor: Ron Hawley
★ ★ ★ ★ ★ 5
Edward Jones - Financial Advisor: David W Combs, CRPC™
★ ★ ★ ★ ★ 5
Springberg McAndrew
★ ★ ★ ★ ★ 5
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How to Choose the Right Financial Advisor

When selecting a financial advisor in Lake Havasu City, 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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Lake Havasu City-Specific Expertise
For Lake Havasu City 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
Lake Havasu's tourism reliance poses economic risks. Real estate prices may face volatility due to seasonal demand. Monitor flood risks and diversify investments.

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