AdvisoryHQ Named Perspective Financial Services a Top AdvisorWe’re pleased to announce that AdvisoryHQ named Perspective Financial Services a top advisor for a third year. Our firm was once again identified as one of the top advisors and financial planners in Phoenix and Scottsdale. The organization also rated us among the best in 2016 and 2017.

AdvisoryHQ uses a multi-step selection methodology for identifying, researching and generating its list of top ranked firms. Its review and ranking articles are always 100 percent independently researched and objectively written. Firms do not pay for their ranking, and most firms do not even realize they’re being reviewed and ranked by AdvisoryHQ until after their reviews have been published. (A detailed overview of AdvisoryHQ’s methodology process is below.)

The reviewers highlighted our online tools and comprehensive, well-defined approach to financial planning as some of the key benefits of our firm. They also emphasized our personal touch.

“The firm’s focus on collaboration and individualized attention can provide clients with significant planning advantages, making Perspective Financial Services one of the best financial advisors in Phoenix to consider partnering with this year,” the AdvisoyHQ reviewers wrote.

Perspective Financial Services a Top Advisor: Click here to read the full article and review at the AdvisoryHQ website.


A step-by-step overview of AdvisoryHQ’s methodology process.

  1. Using publicly available sources, AdvisoryHQ identifies a wide range of firms that are providing services in a designated area (city, state, or local geographic location).
  2. AdvisoryHQ’s review team then applies initial methodology filters to narrow down the list of identified firms/products. These filters include company strengths, trustworthiness, transparency, professional reputation, managed asset, ROI/ROA effectiveness, fees structure, what customers/clients are saying about the organization, and many more.
  3. After trimming down the initial list, AdvisoryHQ then conducts a deep-dive assessment of the remaining firms. The award criteria takes into account a range of factors, including experience level, level of customization, site quality, resources, features, range of provided services, innovation, value-added, and many more factors, to build up a broad picture of what each firm or product has to offer, before the final selection process occurs.
  4. Based on the results of performed assessment, AdvisoryHQ’s research and selection team then finalizes the list of entities that make it into its top rated publications, which are then published to the general public.