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Advantage Estate Plans, LLCFinancial advisor in Surprise, AZ

Advantage Estate Plans, LLC is a financial advisor at 15331 W Bell Rd Ste 314, Surprise, AZ 85374, ranked #19 of 341 financial advisors in Surprise and rated 5.0 from 23 Google reviews. Open Monday to Friday.

Facts on this page come from public sources and the firm itself. They are not a recommendation and are not checked by any regulator. Check the firm’s registration and disciplinary history on Investor.gov or FINRA BrokerCheck (in Canada, the CSA National Registration Search) and read its Form CRS and Form ADV Part 2 brochure before you hire it.

Surprise, AZUpdated 0 paid placements in any rankingHow we rank

Call (623) 257-8774Website ↗

Key facts

Key facts about Advantage Estate Plans, LLC
Address15331 W Bell Rd Ste 314, Surprise, AZ 85374Get directions
Phone(623) 257-8774
Websiteadvantageestateplans.com
HoursMonday to Friday: 8 AM – 5 PM
Google rating5.0 from 23 Google reviews

Specialties

Each specialty shows the evidence we matched it on.

Service area

Serves Surprise and 11 towns within 25 miles: Sun City West, El Mirage, Sun City, Peoria, Glendale, Goodyear, Avondale, Deer Valley, Maryvale, Alhambra and Encanto.

Based in Surprise, AZView on map

Opening hours

Opening hours for Advantage Estate Plans, LLC
DayHours
Monday8 AM – 5 PM
Tuesday8 AM – 5 PM
Wednesday8 AM – 5 PM
Thursday8 AM – 5 PM
Friday8 AM – 5 PM
SaturdayClosed
SundayClosed
  • Open evenings — no
  • Open Saturdays — no
  • Open Sundays — no

Questions about Advantage Estate Plans, LLC

How is Advantage Estate Plans, LLC ranked in Surprise?

Advantage Estate Plans, LLC is ranked #19 of 341 financial advisors in Surprise by RFA Score, with 69 out of 100 as of November 2026. The score weighs reputation, registration, review volume, recency, specialty focus, proximity, claimed profile and partnered. No business can pay to change its rank.

What are Advantage Estate Plans, LLC’s hours?

Advantage Estate Plans, LLC is open Monday to Friday. Its listed hours are Monday to Friday, 8 AM – 5 PM. It is closed on Saturdays and closed on Sundays. Hours come from the business listing; holiday hours may differ.

What areas does Advantage Estate Plans, LLC serve?

Serves Surprise and 11 towns within 25 miles: Sun City West, El Mirage, Sun City, Peoria, Glendale, Goodyear, Avondale, Deer Valley, Maryvale, Alhambra and Encanto. The list is based on the business's location and the usual service radius for financial advice. Confirm your address is covered when you call.

What do Google reviews say about Advantage Estate Plans, LLC?

Advantage Estate Plans, LLC has a rating of 5.0 from 23 Google reviews. The RFA Score adjusts the star rating for review count, so a high rating from a few reviews counts for less than the same rating from many.

How do I contact Advantage Estate Plans, LLC?

Call Advantage Estate Plans, LLC on (623) 257-8774. The business is at 15331 W Bell Rd Ste 314, Surprise, AZ 85374. Its website is linked in the key facts on this page. Ask for the firm’s Form CRS and Form ADV Part 2 brochure before you sign anything.

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Compare nearby financial advisors

Advantage Estate Plans, LLC compared with nearby businesses
BusinessRankRFA ScoreGoogle ratingSaturdaySundayDistance away
Advantage Estate Plans, LLC (this business)—695.0 (23)NoNo
Oxford Retirement & Estate Planning#17695.0 (30)NoNo5.8 mi
Desert Financial Credit Union - Phoenix Union Hills#18694.6 (245)YesNo18.9 mi
Axberg Wealth Management, LLC#20695.0 (28)NoNo2.3 mi

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