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Real Estate, Home Loan, Insurance, Medicare, and Financial Advisors serving you with wisdom and love.
Arizona Financial Credit Union is different than your typical bank. We're an Arizona-based financial institution providing consumer and small business banking services to 175,000+ member/owners. We offer low-cost loans, credit cards and checking accounts; home loans, mortgage refinance loans and home equity loans; family banking and youth accounts; business accounts and services; SBA and commercial loans; convenient mobile banking apps; competitive rates on loans and savings accounts; and nationwide ATM and branch access. At Arizona Financial, you get the convenience of a big national bank with the benefits of banking local. Federally insured by NCUA. Equal Housing Opportunity.
As a veteran-owned and operated firm headquartered in Gilbert, AZ, we serve as your fiduciary partner and advocate in retirement and tax planning. We offer you a multi-pronged approach to help you retire with reduced risk to your principal, while our IRS-credentialed EAs (Enrolled Agents) provide tax advantaged strategies to help you and your heirs keep more of your hard-earned money. Our mission is to provide highly-customized personal service to our clients through comprehensive tax and retirement planning. We aim to help each client achieve financial independence, and maintain such independence throughout retirement. Contact us today to schedule a complimentary consultation. We look forward to meeting you.
ick of wasting time and money on solutions that don’t work? Achieve the goals in your business with a system that provides real results.
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FSI is a boutique firm specializing in hard to find financial services rarely available elsewhere, especially under one roof. First, our tax division helps tax filers catch up when they fall behind on filing federal or state tax returns. Second, our legal documents division helps families afford a quality living trust portfolio, or trust update, at reasonable pricing. We also settle estates and do simple probate procedures. Third, our insurance division helps investors find safe annuity investments with top rated insurance companies, or low cost term life insurance again with top rated carriers. Fourth, our hard assets division assists investors in finding alternative investments in real estate for their IRA and other retirement accounts by training them in "self directed" IRA management services. All of these services under one roof allow clients to enjoy multiple professional services with just one adviser. Which is why FSI clients since the early 1990's stay with our firm when they need specialized financial services from a firm and adviser they can trust.
