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14997 West Bell Road, Suite 100, Surprise, AZ 85374

623-972-6155
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About

Bringing Your Whole Financial Life into Focus

Larkin & Associates was founded in Arizona in 1981 by Don and Sue Larkin. Their son, Michael J. Larkin, came into the company in 2001 and became the second-generation owner of the firm in 2020. Michael has also owned and operated Larkin Tax Services since 2002. By combining the services offered through these two practices, we can provide truly comprehensive service.

Make the Most of Every Solution

Make the Most of Every Solution

Led by CFP® professional Michael J. Larkin, our firm is committed to delivering tax-smart strategies and comprehensive planning. We ensure that each financial strategy is not only tailored to your unique goals but also designed with an in-depth understanding of taxes to help you keep more of what you earn.

Rooted in Family, Guided by Care

Rooted in Family, Guided by Care

As a family firm, we treat each client like our own, listening closely to your concerns and dreams, and working collaboratively to build strategies that bring clarity and confidence. We approach every situation with empathy, respect, and a focus on what matters most to you.

Meet Our Team

The Larkin & Associates team takes your financial well-being seriously. Learn more about the professionals who will help you reach your ideal financial future.

Michael Larkin

Michael J. Larkin, CFP®

Registered Representative

623-972-6155

623-972-6123

Marissa Larkin

Marissa Larkin

Branch Administrator

Lori Cefalu

Lori Cefalu

Financial and Tax Firm Administrator

Jeremy Mauler

Jeremy Mauler

Financial Planning Assistant

Values That Guide Our Service

Your financial outcomes start with the relationship we build. To ensure you always get the best service possible, we apply these behaviors to our work every day.

Clients Come First

As an independent fiduciary, we always put clients' interests first, providing objective advice to help them achieve the best financial outcomes.

Trust Earned Through Care

We take clients' well-being seriously, working to earn their trust by taking their financial situations to heart and always striving to positively impact their lives.

Solution-Oriented Approach

Our solution-oriented approach allows us to bring together every part of a client’s financial life into an optimized plan that helps enhance their well-being. 

Empower with Education

With a focus on education, we help clients understand how their finances work over time, so they have confidence in their decisions and the future.

Pursue Your Goals with Fiduciary Guidance

Pursue Your Goals with Fiduciary Guidance

Unlike firms tied to specific financial products or sales quotas, we offer objective advice that is centered solely on helping you reach your financial goals. Our independence gives us the freedom to craft personalized solutions that are in your best interest—without any conflicts of interest.

Feel Secure in Your Future

We’re committed to your goals and your well-being. But what does that mean for you? It means clarity and confidence that you can reach your goals.

Take the First Step

Partnering With

Explore Cetera

Cetera Advisor Networks LLC exclusively provides investment products and services through its representatives. Although Cetera does not provide tax or legal advice, or supervise tax, accounting or legal services, Cetera representatives may offer these services through their independent outside business. This information is not intended as tax or legal advice.

Who We Serve

We take the time to get to know you so we can provide tailored financial strategies that align with your life.

Are You Ready?

Our Approach

Our advisors look at every part of your financial life to create solutions that help enhance your well-being.

How We Help

Our Services

With clear guidance at heart, we offer a suite of services designed to address every part of your financial life. 

Explore Our Solutions