Sophia Kim is a COUNTRY Financial representative providing insurance and financial services for the communities in and around Phoenix
We're so much more than a bank. We're a financial services partner for consumers, businesses and wealth clients. While our origins are humble, we've grown alongside our clients for over a century. We do business one client at a time, focused on delivering thoughtful expertise and tailored advice because we know that when our clients succeed, we succeed. We have unwavering confidence in our ability to build strong relationships, provide diverse expertise and services, and invest in the communities we serve. We go above. So you can go beyond.
Lauren Quinn is a Licensed Financial Representative with Primerica serving PHOENIX and its surrounding areas.
A family business for over 25 years, we ensure our clients receive the best outcome by providing a full range of tax and accounting services (individual, small business, estates and trusts) at a competitive price. Services include tax preparation, representation before the IRS and all 50 states, consultation and planning relating to income, sales and payroll taxes, as well as full-service bookkeeping, accounting, financial statement preparation, and QuickBooks set-up, training and support
As your local New York Life agent and NYLIFE Securities financial services professional, I offer insurance and investment products and services to help you protect what's important, invest for the long term, and prepare for the future. Any testimonials are based on individual experience and not a guarantee of future performance or success. CA Ins Lic #0G85752
Our wealth management advisors in TIAA's Phoenix, AZ office are available to help clients achieve their financial goals by planning for lifelong income, saving for retirement, and making smart investment decisions. Financial advisors are available by appointment to help provide lifelong financial well-being for our clients. Call today to schedule an appointment (866) 548-3705.
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