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Tucson Financial Planners

Browse these financial planners with great ratings from Thumbtack customers in Tucson.

  • 43 years in business
  • 15 hires on Thumbtack
Rachel E.
Verified review

Dr. Jenkins prepared our 2014 taxes and I could not be more pleased with his services. He is knowledgable, personable, and timely. He took the time the answer our questions and went above and beyond. Highly recommend his services for any of your tax/financial needs!

  • 110 years in business
Linette M.
Verified review

When my husband and I were looking for someone who could steer us in the right direction to get and keep our finances in check, Jo was referred to us by a friend. She is very informative, professional and has gotten us on the right path to financial freedom and we have never been in a better place.

SJI Financial Services

New To Thumbtack

    About

    SJI Financial Services is a financial firm dedicated to helping our clients build wealth and protect their hard-earned assets. SJI Financial is made up of well-trained, licensed professionals with years of experience.

    Get Financially Fit!

    New To Thumbtack

    • 4 years in business
    About

    There are some awesome parallels between physical and financial fitness. Focus and discipline are required, whether to complete a proper push-up, finish a marathon, stick to a monthly spending plan, or successfully retire. As any athlete will attest to, ability begins in the mind. Working with young (a relative term) professionals who love staying physically fit is my specialty. Why? Because you appreciate not only the good results but also the mindset and discipline that get you there. We'll use that same energy to build the financial life, you're capable of achieving. If you tend to rebel against the status quo, have more than 20 years or so until retirement, don't even know how to think about retirement, or simply feel total financial confusion, we should definitely talk.

    About

    Serving Tucson, AZ, and the outlying areas, James Underhill and the associates of Underhill Financial Advisors, LLC are offering financial services.

    Hire skilled professionals for absolutely everything.