Your trusted partner for personalized financial planning and investment strategies in Tucson.
Underhill Financial Advisors, LLC is a family-oriented financial planning firm based in Tucson, Arizona, dedicated to helping clients achieve their financial goals with integrity and personalized care. Led by Jim Underhill and his team, including his son Jordan, the firm offers comprehensive financial advice, investment management, and retirement planning. With a focus on building long-term relationships, they treat clients like family, providing tailored solutions that align with individual aspirations and needs. Their engineering-inspired approach ensures precise, well-structured financial plans for a secure future.
3146 N Swan Rd, Tucson, AZ 85712, USA
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Tailored strategies to align your finances with life goals, including retirement and savings plans.
Expert guidance on portfolio building and investment decisions to grow and protect your wealth.
Comprehensive plans to ensure financial security and freedom during retirement years.
Holistic services covering asset management, tax planning, and estate strategies.
Assistance with estate planning and referrals to professionals for wills and legal matters.
Ongoing support and education to help clients stay on the right path to financial health.
Overall rating
W Z
I have worked with Underhill Financial for many years and always appreciate their advice and assistants in my financial planning. I would highly recommend them to anyone looking for a financial advisor. I do feel they have my best financial interest at heart. They encourage me to be on the "right path" to financial wellness.
Lynne Cote
Jim Underhill and his team are amazing. They treat their clients like family. I have never felt so comfortable and confident about what the future holds for me financially. They listened to my goals and designed a plan to make all my finances fit to meet those goals. I feel blessed to have them as my financial advisors. Thank you for taking the financial guesswork out of my life and showing me that my future doesn’t have to be a mystery. I would, have, and will continue recommended them to everyone.
JeanR
My husband and I both appreciate the professional financial advise. Jordan Underhill has patiently answered our questions and guided us as we make sound decisions that meet our needs. I highly recommend Underhill Financial Advisors for your investment care. They are highly trusted. I've known Jordan for more than 25 years (I was his 6th grade teacher).
Vernon Samoy
Jim Underhill founder and owner of Underhill Financial has been our financial advisor for 22 years since 2003. Our families grew up together as his sons attended elementary and high school with our children. Jim listens to us. He knows our dreams and aspirations and has consistently provided us sage advice and guidance regarding our financial decisions. His knowledge and wisdom has helped us chart our path to financial freedom. His engineering education and background is also reassuring to me (an electrical engineer) as his solutions are expertly tailored to each and every clients challenges and needs. We have referred many of our families, co-workers, and friends who have experienced the same trusted guidance to manage their finances. Jim has an easy winsome way about him. He has a deep faith in God and humbly respects all who he interacts with. His integrity and trustworthiness is second to none. And he treats all his clients as part of the whole Underhill Financial family. He has brought on his son Jordan and has hired an excellent staff: Davis, Erin, Elizabeth, to help and grow the firm. My wife Sue and I highly recommend Jim, Jordan and the whole Underhill Financial Team to serve you and help you reach your financial and life goals!!!
Lisa Morrison
I have been a client for Underhill Financial for 20 yrs.Their team is very knowledgeable in this business. I came to know Jim and his team after the death of my husband. He helped me get affairs in order and knew the professionals I would need to meet with for establishing a will. I have come to know Jim as family! I am always glad to refer client to Jim when needed. You are making the right choice if you are looking for a family oriented team that puts your needs first.
