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Best Financial Planners in Tucson, Arizona

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Rankings use the published BizScore formulas. How we score

17Financial Planners scored in Tucson
60Average BizScore
79Top BizScore
18%AI Visibility 50 or higher
74Average SEO score
4.8Average Google rating (13 rated)

Top Financial Planners in Tucson

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Showing 1-17 of 17 Financial Planners listings in Tucson, AZ · page 1 of 1

#1Trajan Wealth of Tucson Top-Rated

4.8 Google rating

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Trajan Wealth of Tucson website

Score breakdown

AI Visibility72
SEO86
  • Financial Planner
  • Tucson, Arizona
  • (520) 321-4100
  • trajanwealth.com

Trajan Wealth of Tucson is a financial planner in Tucson, Arizona. The firm provides expert financial planning and wealth management services, specializing in retirement planning, estate and tax strategies, and custom investment portfolios. They serve a...

Ranked #1 of 21 Financial Planner listings in TucsonScores updated Jun 7, 2026

#2Ironwood Financial LLC of Tucson

5.0 Google rating

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Ironwood Financial LLC of Tucson website

Score breakdown

AI Visibility64
SEO82
  • Financial Planner
  • Tucson, Arizona
  • (520) 318-4600
  • ironwoodfinancial.com

Ironwood Financial LLC of Tucson is a financial planner in Tucson, AZ, located at 1926 E Fort Lowell Rd Suite #100. The firm provides comprehensive wealth management and fiduciary financial advice to families, professionals, and retirees in the area. The team...

Ranked #2 of 21 Financial Planner listings in TucsonScores updated Jun 7, 2026

#3Aspire Wealth Partners

3.7 Google rating

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Aspire Wealth Partners website

Score breakdown

AI Visibility47
SEO77
  • Financial Planner
  • Tucson, Arizona
  • (520) 881-1149
  • aspirewealthaz.com

Aspire Wealth Partners is a financial planner in Tucson, Arizona. The firm provides a variety of financial services, including investment management, estate planning, insurance review, financial education, and tax and estate planning. They serve individuals...

Ranked #4 of 21 Financial Planner listings in TucsonScores updated Jun 7, 2026

#4Greenberg Financial Group

4.9 Google rating

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Greenberg Financial Group website

Score breakdown

AI Visibility46
SEO74
  • Financial Planner
  • Tucson, Arizona
  • (520) 544-4909
  • greenbergfinancial.com

Greenberg Financial Group is a financial planner in Tucson, Arizona. The firm provides a wide range of financial services, including investment management, retirement planning, wealth management, and financial counseling. Serving clients through various life...

Ranked #6 of 21 Financial Planner listings in TucsonScores updated Jun 20, 2026

#5TCI Wealth Advisors

4.1 Google rating

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TCI Wealth Advisors website

Score breakdown

AI Visibility48
SEO79
  • Financial Planner
  • Tucson, Arizona
  • (520) 733-1477
  • tciwealth.com

TCI Wealth Advisors is a financial planner in Tucson, AZ, located at 4011 E Sunrise Dr. The firm provides comprehensive wealth management services, including retirement planning, estate planning, tax planning, and financial planning. The office is situated in...

Ranked #5 of 21 Financial Planner listings in TucsonScores updated Jun 20, 2026
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Damschen Financial Planning website

Score breakdown

AI Visibility42
SEO81
  • Financial Planner
  • Tucson, Arizona
  • (520) 399-6344
  • damschenfp.com

Damschen Financial Planning is a financial planner in Tucson, AZ, located at 4400 E Broadway Blvd Suite 308. The firm helps individuals and families manage wealth and assets to pursue personal goals, offering services that include retirement income...

Ranked #7 of 21 Financial Planner listings in TucsonScores updated Jun 20, 2026
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Financial Planner Tucson, CFP, Silverman + Associates website

Score breakdown

AI Visibility52
SEO69
  • Financial Planner
  • Tucson, Arizona
  • (520) 512-8832
  • silverman-associates.com

Financial Planner Tucson, CFP, Silverman + Associates is a financial planner in Tucson, AZ, located at 333 N Wilmot Rd #340. The firm provides financial planning and investment management services to individuals and families in the Tucson area. The practice...

Ranked #8 of 21 Financial Planner listings in TucsonScores updated Jun 20, 2026
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Meridian Wealth Management, LLC - Tucson website

Score breakdown

AI Visibility44
SEO72
  • Financial Planner
  • Tucson, Arizona
  • (520) 719-1433
  • meridianwealthllc.com

Meridian Wealth Management, LLC - Tucson is a financial planner in Tucson, AZ, located at 5210 E Williams Cir Suite 820. The firm was founded in 2010 to create a platform that supports the goals of clients and advisors. It operates with a fiduciary focus...

Ranked #9 of 21 Financial Planner listings in TucsonScores updated Jun 20, 2026
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Retirement Wealth Partners website

Score breakdown

AI Visibility43
SEO76
  • Financial Planner
  • Tucson, Arizona
  • (520) 775-2900
  • wealthadvisorsllc.com

Retirement Wealth Partners is a financial planner in Tucson, AZ. The firm is a family-owned advisory practice with a legacy of helping people pursue their financial aspirations, noting that a member of the Schannep family has guided financial decision-making...

Ranked #10 of 21 Financial Planner listings in TucsonScores updated Jun 20, 2026

#10Underhill Financial Advisors, LLC of Tucson

4.9 Google rating

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Underhill Financial Advisors, LLC of Tucson website

Score breakdown

AI Visibility44
SEO70
  • Financial Planner
  • Tucson, Arizona
  • (520) 795-2950
  • underhillfinancial.com

Underhill Financial Advisors, LLC of Tucson is a financial planner in Tucson, AZ. The firm specializes in serving individuals, families, local business owners, and corporate executives who are going through a transition. Services include retirement planning...

Ranked #11 of 21 Financial Planner listings in TucsonScores updated Jun 20, 2026

#11Adara Wealth Management

5.0 Google rating

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Adara Wealth Management website

Score breakdown

AI Visibility36
SEO73
  • Financial Planner
  • Tucson, Arizona
  • (520) 467-5506
  • adarawealth.com

Adara Wealth Management is a financial planner in Tucson, AZ, serving individuals, families, and institutions with comprehensive financial planning and investment management. Specializing in goals-based investing, retirement income planning, estate and legacy...

Ranked #12 of 21 Financial Planner listings in TucsonScores updated Jun 20, 2026

#12TurboTax - Broadmoor-Broadway, Tucson

4.9 Google rating

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TurboTax - Broadmoor-Broadway, Tucson website

Score breakdown

AI Visibility42
SEO73
  • Financial Planner
  • Tucson, Arizona
  • (520) 422-2878
  • ttlc.intuit.com

TurboTax - Broadmoor‑Broadway, Tucson is a Financial Planner in Tucson, AZ. The office provides tax‑related financial planning services to individuals and small businesses, offering assistance with filing federal and state returns, checking refund status...

Ranked #1 of 1 Financial Planner listings in TucsonScores updated Sep 28, 2026
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Cambridge Financial Group website

Score breakdown

AI Visibility42
SEO71
  • Financial Planner
  • Tucson, Arizona
  • (520) 531-0550
  • cambridgefinancialgroup.com

Cambridge Financial Group is a financial planner in Tucson, AZ, located at 6700 N Oracle Rd UNIT 324. The firm operates as a fiduciary, comprehensive financial planner dedicated to providing unbiased, no-conflict-of-interest advice. Their core culture is...

Ranked #13 of 21 Financial Planner listings in TucsonScores updated Jun 20, 2026

#14United Financial Center

5.0 Google rating

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United Financial Center website

Score breakdown

AI Visibility36
SEO69
  • Financial Planner
  • Tucson, Arizona
  • (520) 321-1777
  • unitedfinancial.net

United Financial Center is a financial planner in Tucson, Arizona, serving individuals and families with personalized strategies for retirement planning, tax preparation, estate planning, and investment management. The firm specializes in fee-based investing...

Ranked #14 of 21 Financial Planner listings in TucsonScores updated Jun 7, 2026

#15Wealth Management Partners

5.0 Google rating

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Wealth Management Partners website

Score breakdown

AI Visibility39
SEO68
  • Financial Planner
  • Tucson, Arizona
  • (520) 297-7999
  • wmpaz.com

Wealth Management Partners is a financial planner in Tucson, Arizona. The firm provides specialized services including financial planning, investment management, and education planning, with a focus on retirement, estate planning, and 401(k) and 403(b)...

Ranked #17 of 21 Financial Planner listings in TucsonScores updated Jun 20, 2026

#16GR Financial Group, LLC

5.0 Google rating · 4 reviews

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GR Financial Group, LLC website

Score breakdown

AI Visibility31
SEO71
  • Financial Planner
  • Tucson, Arizona
  • (520) 577-4711
  • gr-financialgroup.com

GR Financial Group, LLC is a financial planner in Tucson, AZ. The firm provides various financial services, including retirement planning, tactical portfolio management, risk management, insurance, college funding, and estate conservation. They serve clients...

Ranked #18 of 21 Financial Planner listings in TucsonScores updated Jun 20, 2026

#17Tucson Investment Planners, Inc

5.0 Google rating

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Tucson Investment Planners, Inc website

Score breakdown

AI Visibility19
SEO71
  • Financial Planner
  • Tucson, Arizona
  • (520) 770-9913
  • retire-well.com

Tucson Investment Planners, Inc is a financial planner in Tucson, AZ, located at 145 E University Blvd. The firm operates from the historic Bayless Building and focuses on helping clients retire well through personalized service, professionalism, stability...

Ranked #19 of 21 Financial Planner listings in TucsonScores updated Jun 20, 2026
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BizScoreAI ranks 17 financial planners in Tucson, Arizona by BizScore, a measured composite of AI-search visibility, traditional SEO, local citations, local search pages and profile completeness. Rankings come from the scores, never from paid placement. Open any profile for its full breakdown, and claim your free listing if it is your business.

Frequently Asked Questions

How are financial planners in Tucson ranked on BizScoreAI?

By BizScore, a measured composite of AI-search visibility, traditional SEO, local citations, local search pages and profile completeness. No listing pays for position; the formulas are published on the How We Score page.

How many financial planners in Tucson, Arizona does BizScoreAI track?

17 financial planners in Tucson currently meet the profile-quality bar for this page, with an average BizScore of 60 and a top score of 79.

What does AI Visibility mean for a financial planner?

It measures whether AI assistants and AI-powered search can find, read and cite the business's website: structured data, crawlability, clear entity information and content that answers questions. 18% of measured financial planners in Tucson score 50 or higher.

Is being listed free?

Yes. Every financial planner in Tucson is listed and scored for free, and claiming a listing is free too.