Financial Advisor
Prescott, AZ

Need help finding a Financial Advisor in Prescott, AZ?

Are you on the lookout for an elite Certified Financial Planner® to assist you with meeting your financial goals? If you have investable assets over $500,000 consider reaching out to William Reynolds CFP® Prescott, AZ.

How a Financial Advisor in Prescott, AZ can help you.

I offer a wide range of value-added services for affluent individuals in the Prescott, AZ area including:

  • Investment Management and Allocation
  • Financial Planning
  • Insurance and Annuities
  • Retirement Planning
 Investment Management and Allocation

As an independent investment manager, I am licensed to manage multiple types of investments. This includes:

  • Stocks
  • Bonds
  • Mutual Funds
  • ETFs
  • REITs
  • Private Equity

My independence allows me to offer my clients unbiased investment advice. I have gained my expertise over the course of two decades and am equipped with the knowledge to offer investment advice in Prescott, for all types of portfolios

I can help you restructure your portfolio and make decisions that fall in line with your short-term and long-term financial goals. Please reach out to me for expert investment management Prescott.

 Financial Planning

I am also a Certified Financial Planner® with plenty of experience assisting clients with meeting different financial goals. Most of my clients prioritize wealth building and asset protection in their long-term goals. I have helped them identify different risks while charting out manageable strategies they can sustain until they achieve their targets.

 Insurance & Annuities

Protecting the wealth you have built up is vital for all investors. As a fully-licensed insurance agent, I am qualified to offer annuities, life insurance, disability insurance, and long-term insurance care for my clients.

I can help assess your exact insurance needs and offer a suitable plan or strategy that safeguards your wealth and assets into the future. This ensures you and your family remain protected in the face of unexpected events.

 Retirement Planning

Your dream retirement can become a reality only with the help of the right retirement planning. Without an active source of income to draw on, even the most affluent retired individuals must rely on their savings to sustain their lifestyles. I can help you chart out a comfortable retirement by applying my expertise to retirement planning projections.
I can recommend different assets that provide passive income during retirement and recommend retirement plans that will boost your savings in the years leading up to your eventual retirement.

Retirement planning works best when you plan early, so get in touch with William Reynolds CFP® as soon as possible to get started.

*Securities and Advisory services are offered through Geneos Wealth Management, Inc Member FINRA/SIPC

Why work with William Reynolds CFP® in Prescott, AZ?

You can Google “financial advisor near me” or “CFP® near me”, but you aren’t likely to find another Certified Financial Planner® or wealth manager in Prescott who offers the combination of services and expertise I provide. I have been practicing for 24 years and regularly receive nothing short of the highest praise from my clients.

Several Prescott-based professionals in my field do not carry the same licenses that I do and many are not able to purchase or recommend individual stocks for their clients. I am Series 7 licensed, which gives me the ability to offer the widest range of investment products for my clients. I also belong to the Colorado-based advisor team, the G5 Financial Group, so you can count on having an experienced team of professionals in your corner.

Contact William Reynolds CFP® today to start planning for a wealthier future the elite way.

About Prescott, AZ

Prescott, Arizona is a historic town with a rich past. Founded in 1864, Prescott was once the territorial capital of Arizona. The town has played a vital role in the development of the state and is home to some of its most significant historical landmarks. From its days as a rough-and-tumble mining town to its current status as a thriving community, Prescott has always been an important part of Arizona history.