Financial Advisors

Expert Financial Advisors in Cave Creek: Enhance Your Financial Future

Dedicated Financial Advisors for Cave Creek Individuals

Bennett and Porter is a financial advisory solutions firm serving Cave Creek, offering comprehensive financial advice and guidance. We offer investment management, tax planning, as well as estate planning.

We are a one-stop shop for providing everything from portfolio management to insurance products, and more. With decades of experience as a financial advisory firm in Cave Creek, we provide unmatched customer service to ensure clients can enjoy their passions and lifestyles to the fullest.

At Bennett and Porter, we provide a suite of services, including investment advising, debt management, budget assistance, long-term healthcare and insurance assistance. We also offer tax, estate, and retirement planning and can keep up with our clients at every stage of their lives.

As your financial advisors, we will work with you to get a complete picture of your overall assets, liabilities, income, and expenses. We will also determine your risk tolerance and risk capacity so that we can create the most comprehensive assessment and plan for the future.

Choose Bennett and Porter for reliable financial advisory solutions that protect your investments and your future.

Consultation Request

"*" indicates required fields

Comprehensive Insurance Services

At Bennett and Porter, we understand that insurance forms the bedrock of financial security. Our comprehensive insurance services are designed to protect you, your family, and your assets from life’s uncertainties.

Personal Insurance:

Auto Insurance
Homeowners Insurance
Life Insurance
Health Insurance

Business Insurance:

Commercial Property Insurance
Liability Insurance
Employee Benefits

Our experienced insurance advisors work closely with you to assess your unique needs and create tailored insurance solutions. We are committed to providing you with peace of mind, knowing that you are well-prepared for life’s unexpected challenges.

Certified Financial Advisors

Our team of certified financial advisors is dedicated to helping you achieve your financial goals and secure your future. With expertise in financial planning, investment strategies, and wealth management, we offer:

Personal Financial Planning
Investment Portfolio Management
Estate and Wealth Transfer Planning
Tax-Efficient Strategies

We understand that every individual’s financial journey is unique. Our advisors work closely with you to create a customized financial plan that aligns with your short-term and long-term objectives. Your financial success and peace of mind are our top priorities.

Retirement Financial Advisor Company

Planning for retirement is a significant life event, and our retirement financial advisors are here to guide you. We offer:

Retirement Income Planning
401(k) and IRA Rollovers
Social Security Optimization
Pension Plan Analysis

Our mission is to ensure you have a comfortable and financially secure retirement. We work diligently to maximize your retirement income while minimizing risks, so you can enjoy your retirement years to the fullest.

Business Financial Advisors

If you are a business owner or entrepreneur in Cave Creek, our business financial advisors are here to help you make informed financial decisions for your company’s success. We offer:

Business Succession Planning
Employee Benefits Strategies
Commercial Insurance Solutions
Tax Planning and Compliance

We understand the unique challenges that businesses face and are dedicated to providing you with strategies that enhance your business’s financial performance, protect your assets, and ensure long-term growth.

Protection for Your Properties Everywhere

Explore Financial Advisors Options in Your Neighborhood

Arcadia

Cave Creek

Gilbert

Queen Creek

Biltmore

Chandler

Goodyear

Scottsdale

Carefree

Fountain Hills

Paradise Valley

We love Bennett and Porter! They insure our homes, cars, and business. Whenever I have a question they are prompt in getting back to me and are very knowledgeable about insurance. We appreciate regular calls to update our insurance and ensure we have proper coverage and are getting the best deal. We highly recommend them and have referred several friends!

All of the people that I have dealt with at Bennett & Porter have been very friendly and professional. They respond quickly to my requests or inquiries and have always had my best interest in mind as they have handled my car and homeowners policies. Rich Dalton has been my agent for many years and I am very pleased with all he and his staff have done for me!

We have been customers for about seven years and have been very satisfied with the insurance services they have provided. And every time we deal with them on the phone they have been very friendly and very helpful. We highly recommend Bennett and Porter!

These guys are the best, always on top of things! No one could get me a better price, no one could even come close! They have continued over the years to keep me with good coverage and the best price. They are always super helpful whenever I need anything. I definitely recommend giving them a call even if you think you've got it it good already.

Long time customer. They have first rate service. They continually compare my current policies against the market saving me money. When I do have a claim they basically take care of everything for me and assure I am satisfied with the outcome. They service my account immediately. If I lose an insurance card for my car it is sent to me in hours. And they keep me updated and educated on current trends and issues. A great company to do business with.

I have been with this company for several years and, since the day that I signed up with them, they have been dependable and reliable. Their rates are very reasonable and don't jump up astronomically every year. Their people are friendly and easy to work with and are very service-oriented. They're a company that I can count on!

Best customer service out there. They always follow up when they say they will. Have competitive rates and respectful of your time. I have recommended several family and friends to Bennett & Porter and they have all had positive experiences.

Experience Peace of Mind with Bennet and Porter Insurance

At Bennet and Porter, we're committed to safeguarding your most valuable assets. Whether it's your home, business, or personal belongings, our comprehensive insurance solutions have you covered. Join the thousands who trust us to provide protection across various locations. Discover your tailored insurance plan today and secure a brighter future with Bennet and Porter.

+ Bennett & Porter Wealth Management — Securities offered through Dempsey Lord Smith, LLC Member FINRA/SIPC. Advisory Services offered through Dempsey Lord Smith, LLC Located at 901 N Broad St, Suite 400, Rome Georgia 30161. *Information regarding securities issues and markets are obtained from sources to be reliable, but are not guaranteed as to accuracy, completeness, or fitness to a particular use. Check the background of this investment professional on FINRA’s BrokerCheck at https://brokercheck.finra.org. Bennett & Porter Wealth Management through its advisors are securities licensed in the states of AZ, CA, CO, ID, IL, MD, OR, TX, UT, WA. Bennett & Porter Wealth Management and its advisors are Insurance licensed in the states of AZ, CA, UT, IL. Property and Casualty insurance products are offered through Bennett & Porter Insurance Services in most US States.

Request a Quote

"*" indicates required fields