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Financial Planners in Tucson, Arizona

There are 3 recommended Financial Planners in Tucson, AZ. Read reviews from people you know to find the best Financial Planner.

Review by Steve Becker

Dave Keefe is by far the best financial planner and wealth advisor I have ever dealt with. He is informative, intelligent and most importantly trust worthy. If I ask Dave a question where he doesn't know the answer. He doesn't guess, he researches and quickly gets back to me with always the right advice.See MoreRead Less

Review by Ricky Spann

Vernon was thorough and patient, spending way more time with us than we expected, helping us see where we could optimize savings and retirement planning. He helped outline our targets and did some broad planning with us - as a consultation!

Vernon is professional and knowledgeable. He's also very nice. My wife an I felt comfortable asking the stupid questions and he answered them thoroughly.
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Review by Cynthia Cox

David is a leader with excellent communication skills and professional, executive presence. He is comfortable interacting with all levels of associates and clients. David is well thought of by peers as a highly skilled and approachable leader possessing strong interpersonal skills. See MoreRead Less