Directory Search Results
36 matches were found for Financial - Planning & Services
Our members are presented equally regardless of their alphabetical positioning.
For an alphabetized list of these results CLICK HERE.
 
OneAZ Credit Union | Happy Valley
Deb Utz
Assistant Branch Manager
1925 W Happy Valley Road
Phoenix, AZ 85085
602-644-4413
602-644-4451 (office)
Member Since: 2000
OneAZ Credit Union is a member-owned financial institution serving over 161,000 members and over 10,000 businesses with 20 branch locations across Arizona. As a credit union with over $3.3 billion in assets, OneAZ is owned by its members, who benefit from better rates, lower fees for service and improved technology. Since 1951, OneAZ has strived to help Arizonans meet their financial needs through a full suite of personal and business banking solutions. OneAZ's mission is to truly improve the lives of its members, its associates, and the communities it serves. To learn more, visit OneAZcu.com. Insured by NCUA.
 
Desert Financial Credit Union | W. Thunderbird Rd
DeAnn Zalenski
Branch Manager
5690 W. Thunderbird Road
Glendale, AZ 85306
602-335-5401
Member Since: 1995
Having been around for nearly 80 years, we know that there is more to life than money. At Desert Financial, we focus on what matters most: our members, our team and our community.
 
PNC Bank
Tatum Van De Laare
Branch Manager
7650 W. Bell Road
Suite 130
Glendale, AZ 85308
602-333-7712
Member Since: 2024
PNC Bank has been committed to providing our clients with great service and powerful financial expertise to help them meet their financial goals. We are proud of our longstanding history of supporting not only our customers but also our communities, employees and shareholders.
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Arrowhead Wealth Partners
Mr. Branden Heins
Financial Advisor/Partner
7111 W. Bell Road
SUITE 106
Glendale, AZ 85308
623-440-1771
Member Since: 2025
Our experienced professionals have been assembled to offer you the depth of resources, and commitment needed to manage and preserve your wealth. We take into account your comfort with risk as well as the values you live by, and use those factors to guide the financial plans we implement. In our experience, the best way to develop a financial plan is by getting to know you, your lifestyle, your values and your goals, so that your financial plan is just that – uniquely yours.
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Global Credit Union | Phoenix Metro Branch
Amy Miller
Branch Manager
3511 W. Peoria Avenue
Phoenix, AZ 85029
602-338-5832
Member Since: 2014
Our story begins in 1948 with a handful of civilian employees of the Alaska Air Depot. They pooled their savings and volunteered their time to operate the credit union, lending money when banks wouldn't so they could set down roots in Alaska. As our community grew, so did the credit union. Today we serve individuals, families, and businesses across Alaska, Washington, Idaho, California, Arizona, and even military bases in Italy. Global is one of the largest credit unions in the U.S., serving more than 750,000 members across the country and around the world. We are a member-owned cooperative, returning profits to our members by offering competitive rates and lower fees. Members have access to online financial services, more than 5,500 shared branches in all 50 states, and over 55,000 surcharge-free ATMs worldwide.
 
Credit Union West | Surprise
Wendy Adams
Branch Manager
16765 N. Litchfield Road
Surprise, AZ 85374
602-631-3200
Member Since: 1984
Credit Union West is an award-winning financial cooperative in Arizona with a mission to enhance quality of life for consumers and small businesses throughout Maricopa and Yavapai counties. Credit Union West is a member-owned, full-service financial organization committed to providing financial services and cost savings by helping our members achieve their financial success. With over $600 million in assets, we offer an innovative, relevant and integrated financial product range to meet the needs of over 57,000 members. We have been proudly serving our members since 1951. For more information about Credit Union West, please visit our website, www.cuwest.org.
 
Credit Union West | Luke AFB
Elario Escalante
Luke AFB Branch Manager
13708 W. Glendale Avenue
Glendale, AZ 85307
602-631-3200
Member Since: 1984
Credit Union West is an award-winning financial cooperative in Arizona with a mission to enhance quality of life for consumers and small businesses throughout Maricopa and Yavapai counties. Credit Union West is a member-owned, full-service financial organization committed to providing financial services and cost savings by helping our members achieve their financial success. With over $600 million in assets, we offer an innovative, relevant and integrated financial product range to meet the needs of over 57,000 members. We have been proudly serving our members since 1951. For more information about Credit Union West, please visit our website, www.cuwest.org.
 
Credit Union West | Westgate
Christine McGugan
Westgate Branch Manager
10150 W Desert River Blvd.
Glendale, AZ 85307
602-631-3200
Fax: 602-749-2987
Member Since: 1984
Credit Union West is an award-winning financial cooperative in Arizona with a mission to enhance quality of life for consumers and small businesses throughout Maricopa and Yavapai counties. Credit Union West is a member-owned, full-service financial organization committed to providing financial services and cost savings by helping our members achieve their financial success. With over $600 million in assets, we offer an innovative, relevant and integrated financial product range to meet the needs of over 57,000 members. We have been proudly serving our members since 1951. For more information about Credit Union West, please visit our website, www.cuwest.org.
 
OneAZ Credit Union | Union Hills
Shannon Maze
Branch Manager
8285 W. Union Hills Drive
Suite 106
Glendale, AZ 85308
602-644-4630
602-467-4001
Fax: 602-644-4631
Member Since: 2000
OneAZ Credit Union is a member-owned financial institution serving over 161,000 members and over 10,000 businesses with 20 branch locations across Arizona. As a credit union with over $3.3 billion in assets, OneAZ is owned by its members, who benefit from better rates, lower fees for service and improved technology. Since 1951, OneAZ has strived to help Arizonans meet their financial needs through a full suite of personal and business banking solutions. OneAZ's mission is to truly improve the lives of its members, its associates, and the communities it serves. To learn more, visit OneAZcu.com. Insured by NCUA.
 
Arizona Central Credit Union | Central Phoenix
Branch Manager
2020 N. Central Avenue
Suite 100
Phoenix, AZ 85004
602-264-6421
Fax: 623-776-3465
Member Since: 2018
Proudly serving Arizona since 1939, Arizona Central Credit Union (ACCU) has been providing Arizona families with accessible, friendly, hometown banking. That means great member service, personalized checking & savings accounts, higher dividends and low-interest rate loans, mortgages & financing. Whether you're opening up your first account, planning to buy a home or setting up a business, ACCU, Arizona's leading local credit union, will be here to provide simple solutions to help fulfill your financial goals. With 9 branches throughout Arizona, including Phoenix, Glendale, Tempe, Chandler, Flagstaff, Tucson and Show Low and with access to 30,000+ surcharge-free ATMs nationwide via the CO-OP ATM Network, Arizona Central makes banking accessible & rewarding for all AZ communities - and even across the U.S. - putting us there when you need us!
 
Cruz Financial Group, LLC
Luis Cruz
CEO & Financial Advisor
7856 N. Glen Harbor Blvd.
Glendale, AZ 85307
224-522-1954
Member Since: 2023
My Focus Areas are: Protecting Your Family, Saving for Retirement, Living in Retirement, Financial Strategy, Saving for Education and Small Business.
 
AERO Federal Credit Union | N. 79th Avenue
Kimberly Malnar
Branch Manager
18301 N 79th Avenue
Building A-100
Glendale, AZ 85308
623-776-4792
Fax: 623-776-4747
Member Since: 2014
Full service credit union providing solutions to help members meet their financial goals.
 
Credit Union West | Cactus
Bridgette Moss
Branch Manager
6777 W. Cactus Road
Peoria, AZ 85381
602-631-3200
Member Since: 1984
Credit Union West is an award-winning financial cooperative in Arizona with a mission to enhance quality of life for consumers and small businesses throughout Maricopa and Yavapai counties. Credit Union West is a member-owned, full-service financial organization committed to providing financial services and cost savings by helping our members achieve their financial success. With over $600 million in assets, we offer an innovative, relevant and integrated financial product range to meet the needs of over 57,000 members. We have been proudly serving our members since 1951. For more information about Credit Union West, please visit our website, www.cuwest.org.
 
AERO Federal Credit Union | N. 19th Ave
Jennifer Mabry
Branch Manager
21111 N 19th Avenue
Phoenix, AZ 85027
602-775-5941
Fax: 602-775-5925
Member Since: 2014
Full service credit union providing solutions to help members meet their financial goals.
 
Global Credit Union | Scottsdale Branch
Branch Manager
10773 N. Scottsdale Road
Scottsdale, AZ 85254
800-525-9094
Member Since: 2014
Our story begins in 1948 with a handful of civilian employees of the Alaska Air Depot. They pooled their savings and volunteered their time to operate the credit union, lending money when banks wouldn't so they could set down roots in Alaska. As our community grew, so did the credit union. Today we serve individuals, families, and businesses across Alaska, Washington, Idaho, California, Arizona, and even military bases in Italy. Global is one of the largest credit unions in the U.S., serving more than 750,000 members across the country and around the world. We are a member-owned cooperative, returning profits to our members by offering competitive rates and lower fees. Members have access to online financial services, more than 5,500 shared branches in all 50 states, and over 55,000 surcharge-free ATMs worldwide.
 
Golden Tax Relief
Leigh Reid
18275 N. 59th Avenue
Suite 158
Glendale, AZ 85308
602-824-2299
Member Since: 2025
Golden Tax Relief is dedicated to empowering clients with strategic tax planning to ensure complianceand optimize savings.
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Desert Financial Credit Union | W. Thunderbird Rd
Denise Billups
Service Manager
5690 W. Thunderbird Road
Glendale, AZ 85306
602-335-5406
Fax: 602-634-5406
Member Since: 1995
Having been around for nearly 80 years, we know that there is more to life than money. At Desert Financial, we focus on what matters most: our members, our team and our community.
 
Arizona Central Credit Union | Glendale (Bell Road)
Brett Hull
Branch Manager
6901 W. Bell Road
Glendale, AZ 85308
602-798-7106
Member Since: 2018
Proudly serving Arizona since 1939, Arizona Central Credit Union (ACCU) has been providing Arizona families with accessible, friendly, hometown banking. That means great member service, personalized checking & savings accounts, higher dividends and low-interest rate loans, mortgages & financing. Whether you're opening up your first account, planning to buy a home or setting up a business, ACCU, Arizona's leading local credit union, will be here to provide simple solutions to help fulfill your financial goals. With 9 branches throughout Arizona, including Phoenix, Glendale, Tempe, Chandler, Flagstaff, Tucson and Show Low and with access to 30,000+ surcharge-free ATMs nationwide via the CO-OP ATM Network, Arizona Central makes banking accessible & rewarding for all AZ communities - and even across the U.S. - putting us there when you need us!
 
State Farm Insurance | Reuben Gonzales Agency
Reuben Gonzales
Owner/Agent
15410 N. 67th Avenue
Suite 7
Glendale, AZ 85306
623-979-9171
Fax: 623-979-8824
Member Since: 2015
The Gonzales Agency was established in 1993. We have four team members with over 50 years of professional insurance services, with Spanish services when needed. We believe in building long term relationships and helping familes manage every day risk. We help families plan and protect their retirement. We look forward to the opportunity to service your family.
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Global Credit Union | Fry's | Avondale Branch
Branch Manager
Branch Manager
1575 N. Dysart Road
Avondale, AZ 85323
602-338-5173
Member Since: 2014
Our story begins in 1948 with a handful of civilian employees of the Alaska Air Depot. They pooled their savings and volunteered their time to operate the credit union, lending money when banks wouldn't so they could set down roots in Alaska. As our community grew, so did the credit union. Today we serve individuals, families, and businesses across Alaska, Washington, Idaho, California, Arizona, and even military bases in Italy. Global is one of the largest credit unions in the U.S., serving more than 750,000 members across the country and around the world. We are a member-owned cooperative, returning profits to our members by offering competitive rates and lower fees. Members have access to online financial services, more than 5,500 shared branches in all 50 states, and over 55,000 surcharge-free ATMs worldwide.
 
First Command Financial Services
Carl Alvarez
Membership Investment
17505 N. 79th Avenue
Suite 303
Glendale, AZ 85308
623-218-6251
Member Since: 2021
Since 1958, First Command Financial Advisors have been shaping positive financial behaviors through face-to-face coaching with hundreds of thousands of client families, including many here in Scottsdale, Glendale, Yuma and the greater Phoenix area. We help you build positive financial behaviors early in your military career and together we apply them consistently throughout your lifetime. That's why our Advisors are in 170 offices worldwide - with emphasis on being near major military installations - to keep you financially squared away wherever life takes you. The financial advisors at our Scottsdale, Yuma and Glendale offices are a team of highly-knowledgeable professionals - many of whom are veterans or military spouses here in the greater Phoenix area. We have a unique understanding of the short- and long-term financial needs of those who serve. We proudly serve military families at Luke Air Force Base and Marine Corps Air Station Yuma.
 
Credit Union West
Maria R. Brunner
Community Impact Manager
10150 W Desert River Blvd.
Glendale, AZ 85307
602-631-3200
Fax: 602-749-2987
Member Since: 1984
The Credit Union West tradition had the honor of beginning in 1951 as Luke Federal Credit Union. Originally located on Luke Air Force Base, the organization's mission was to enhance the lives of military members and their families through being a trusted provider of financial services. Today, Credit Union West embraces the same commitment to the military and now has expanded to include all who live, work or worship in Maricopa, Pima, Pinal, Yavapai, Yuma, Mohave, Coconino, Cochise, Navajo, Apache, and Gila counties. Credit Union West serves over 90,000 members with more than $1.2 billion in assets. The credit union's core principles have guided its decisions, which in turn has ensured integrity and trusted member service. Federally insured by the NCUA. Learn more at www.cuwest.org.
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Good Payments Merchant Services
Zoltan Hardi
Consultant
Remote-based, serving clients nationwide
AZ
480-745-0981
Member Since: 2022
Our business specializes in making our customers feel like superheroes! We provide a range of products and services in the business of merchant services/ card payment processing/ point of sales systems. Please call us with confidence at 480-745-0981. We will go above and beyond your expectations in providing you with excellent products, fast service, immediate availability and friendly professional service that we hope to grow over time into friendship with you. We all have to make money, as you would not work for free either. We will also not work for free. But what we will do is in addition to a competitive pricing we will be very honest and transparent with you. Our motto is: " The merchant HAS to WIN". Providing payment solutions help improve cash flow and data security, we tailor a wholesale Credit Card Processing and equipment set up for the specifics of the business.
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Credit Union West | Sun City West
TBD TBD
Branch Manager
19436 N. R.H. Johnson Blvd.
Sun City West, AZ 85375
602-631-3200
Member Since: 1984
Credit Union West is an award-winning financial cooperative in Arizona with a mission to enhance quality of life for consumers and small businesses throughout Maricopa and Yavapai counties. Credit Union West is a member-owned, full-service financial organization committed to providing financial services and cost savings by helping our members achieve their financial success. With over $600 million in assets, we offer an innovative, relevant and integrated financial product range to meet the needs of over 57,000 members. We have been proudly serving our members since 1951. For more information about Credit Union West, please visit our website, www.cuwest.org.
 
OneAZ Credit Union | ASU West
Ann Osmond
Branch Manager
4701 W. Thunderbird Road
Glendale, AZ 85306
602-644-4492
Member Since: 2000
OneAZ Credit Union is a member-owned financial institution serving over 161,000 members and over 10,000 businesses with 20 branch locations across Arizona. As a credit union with over $3.3 billion in assets, OneAZ is owned by its members, who benefit from better rates, lower fees for service and improved technology. Since 1951, OneAZ has strived to help Arizonans meet their financial needs through a full suite of personal and business banking solutions. OneAZ's mission is to truly improve the lives of its members, its associates, and the communities it serves. To learn more, visit OneAZcu.com. Insured by NCUA.
 
Altitude Home Loans | Yolanda Gallegos
Yolanda Gallegos
Mortgage Loan Officer
DNL
Glendale, AZ 85301
602-613-3576
Fax: 480-289-7658
Member Since: 2016
The people at Altitude Home Loans bring many decades of experience in doing loans the right way. Whether it's the excellence in origination, processing, underwriting, or closing departments, Altitude Home Loans is fortunate to have an amazing group of talented people to help clients and real estate agents in providing a smooth loan process. A key factor in helping grow Altitude Home Loans is bringing together a group of first-class loan originators to navigate their clients through the loan process and provide the essential sound advice required for them to make the best decisions. By assembling such quality throughout the organization, Altitude Home Loans is poised to take flight. Altitude Home Loans is not only focused on making a difference for their clients, but also in the community. "Altitude with a Giving Attitude" is the program the company will use to make an impact. Throughout the year, Altitude employees will have the opportunity to choose charities to raise funds and donate their time. For Altitude Home Loans, it is all about - TAKING HOME BUYING TO NEW HEIGHTS.
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Colomb Investment Management
Katherine "Kat" Schwartz
Investor Coach
DNL
Phoenix, AZ 85083
251-308-0838
Member Since: 2025
Investing Reimagined Imagine attending a powerful group seminar that invites investors to consider life-altering truths about the empirical and behavioral dimensions of wealth creation. Whether you're a longstanding investor or complete financial novice, you'll discover things about financial markets, and about yourself, that empowers you to make sound decisions about your financial future.
 
Credit Union West | Avondale
Jessica Martinez
Branch Manager
503 W. Van Buren Street
Avondale, AZ 85323
602-631-3200
Member Since: 1984
Credit Union West is an award-winning financial cooperative in Arizona with a mission to enhance quality of life for consumers and small businesses throughout Maricopa and Yavapai counties. Credit Union West is a member-owned, full-service financial organization committed to providing financial services and cost savings by helping our members achieve their financial success. With over $600 million in assets, we offer an innovative, relevant and integrated financial product range to meet the needs of over 57,000 members. We have been proudly serving our members since 1951. For more information about Credit Union West, please visit our website, www.cuwest.org.
 
Desert Financial Credit Union | W. Thunderbird Rd
Robert Nichols
Financial Advisor
5690 W. Thunderbird Road
Glendale, AZ 85306
602-336-5520
Fax: 602-634-5520
Member Since: 1995
Having been around for nearly 80 years, we know that there is more to life than money. At Desert Financial, we focus on what matters most: our members, our team and our community.
 
AERO Federal Credit Union | Corporate
Bryce Mortensen
AVP / Marketing
5811 W. Talavi Blvd
Glendale, AZ 85306
623-334-4701
623-776-4741
Fax: 623-776-4747
Member Since: 2014
Member Proudly Supports:
- Peoria Diamond Club
- Shadow Mountain Baseball Booster Club
- My Father's House - Feed the Hungry
- Sunshine Residential & Group Homes, Inc.
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Full service credit union providing solutions to help members meet their financial goals.
   Information on this member:

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BNC National Bank
Scott Spillman
President
20175 N. 67th Avenue
Glendale, AZ 85308
602-852-3515
602-622-2094
Fax: 602-508-3767
Member Since: 2012
We are a Glendale-based community bank looking to work with Glendale small to medium sized businesses. Our goal is to help them achieve their financial goals by providing creative products and services.
 
Arizona Central Credit Union | Glendale Avenue
Patrick Zebal
Partner Alliance Officer
5552 W. Glendale Avenue
Glendale, AZ 85301
602-523-8426
Fax: 623-776-3465
Member Since: 2018
Proudly serving Arizona since 1939, Arizona Central Credit Union (ACCU) has been providing Arizona families with accessible, friendly, hometown banking. That means great member service, personalized checking & savings accounts, higher dividends and low-interest rate loans, mortgages & financing. Whether you're opening up your first account, planning to buy a home or setting up a business, ACCU, Arizona's leading local credit union, will be here to provide simple solutions to help fulfill your financial goals. With 9 branches throughout Arizona, including Phoenix, Glendale, Tempe, Chandler, Flagstaff, Tucson and Show Low and with access to 30,000+ surcharge-free ATMs nationwide via the CO-OP ATM Network, Arizona Central makes banking accessible & rewarding for all AZ communities - and even across the U.S. - putting us there when you need us!
 
Credit Union West | Arrowhead
Alyce Dombroski
Arrowhead Branch Manager
20155 N. 67th Avenue
Glendale, AZ 85308
602-631-3200
Member Since: 1984
Credit Union West is an award-winning financial cooperative in Arizona with a mission to enhance quality of life for consumers and small businesses throughout Maricopa and Yavapai counties. Credit Union West is a member-owned, full-service financial organization committed to providing financial services and cost savings by helping our members achieve their financial success. With over $600 million in assets, we offer an innovative, relevant and integrated financial product range to meet the needs of over 57,000 members. We have been proudly serving our members since 1951. For more information about Credit Union West, please visit our website, www.cuwest.org.
 
Global Credit Union | Mesa Branch
Branch Manager
4440 E. Main Street
Mesa, AZ 85205
800-525-9094
Member Since: 2014
Our story begins in 1948 with a handful of civilian employees of the Alaska Air Depot. They pooled their savings and volunteered their time to operate the credit union, lending money when banks wouldn't so they could set down roots in Alaska. As our community grew, so did the credit union. Today we serve individuals, families, and businesses across Alaska, Washington, Idaho, California, Arizona, and even military bases in Italy. Global is one of the largest credit unions in the U.S., serving more than 750,000 members across the country and around the world. We are a member-owned cooperative, returning profits to our members by offering competitive rates and lower fees. Members have access to online financial services, more than 5,500 shared branches in all 50 states, and over 55,000 surcharge-free ATMs worldwide.
 
ARP Tax Pro | Tax & Estate Planning
William E. Spar
Owner
615 W. Deer Valley Road
Suite 117
Phoenix, AZ 85027
623-889-3403
Member Since: 2023
ARP was established with the vision to serve our communities and clients needs with a Holistic approach to their current and future tax needs by Planning & Strategizing tax outcomes long-term. Our Firm prepares all forms of tax returns: Personal, Individual, Corporate (LLC, C, S, etc.), Partnerships and Trusts for State, Multi-State and Federal.
 
Arizona Central Credit Union | Glendale Avenue
Robin LeMarr
Director of Partner Alliance
5552 W. Glendale Avenue
Glendale, AZ 85301
602-523-8426
Fax: 623-776-3465
Member Since: 2018
Proudly serving Arizona since 1939, Arizona Central Credit Union (ACCU) has been providing Arizona families with accessible, friendly, hometown banking. That means great member service, personalized checking & savings accounts, higher dividends and low-interest rate loans, mortgages & financing. Whether you're opening up your first account, planning to buy a home or setting up a business, ACCU, Arizona's leading local credit union, will be here to provide simple solutions to help fulfill your financial goals. With 9 branches throughout Arizona, including Phoenix, Glendale, Tempe, Chandler, Flagstaff, Tucson and Show Low and with access to 30,000+ surcharge-free ATMs nationwide via the CO-OP ATM Network, Arizona Central makes banking accessible & rewarding for all AZ communities - and even across the U.S. - putting us there when you need us!