Our commitment is to help you work towards achieving all your financial goals and to provide you with confidence in your retirement strategy At Rulon Financial & Tax, we have a commitment to excellence in everything we do. We consider it an honor and a privilege to help our clients work towards making sound investment decisions that will contribute toward a secure future. We provide impeccable client service to help reduce taxes and protect assets by utilizing numerous investment products and strategies, so we can help protect our client?s lifestyle for a lifetime.
We have been providing stability and reliability to our clients since 1859 to help them live their lives with confidence, to give them peace of mind, and enable them to realize their dreams for their loved ones and their legacy.
As a Farmers Agent, I have gone through a rigorous training program at the University of Farmers to ensure that I am qualified to provide you information on our insurance products. I will put my professional experience to work for my customers, helping you make sure the coverage you want is best suited to your needs. You get the advantages of one-on-one insight from your local agent. I am here to give you my time, to match you with the right level of protection for the right cost.
The prospect of building wealth through successful investing has never held more appeal. But like any market, with increased demand for financial products has come increased supply. Investors are faced with what can be daunting choices.
As Investment Adviser Representatives with National Planning Corporation (NPC)., a Registered Investment Adviser, we can help you define your long-term investment objectives and build a personalized investment portfolio designed to achieve them. We recognize the importance of getting to know you - your financial needs, your financial goals and your lifestyle.
Our office was established to provide ongoing professional advice to investors while helping them meet their individual investment objectives. We are able to do this by offering truly objective financial advice on a fee basis. This method of compensation allows us to adjust your investment portfolio without requiring you to pay commissions. *
Working on a fee basis allows us to:
Ã?¢?Ã?¢ Customize an investment portfolio that is designed to help you realize your short and long term investment goals.
Ã?¢?Ã?¢ Provide simplified performance reporting, making it easy for you to monitor your account.
Ã?¢?Ã?¢ Support you with ongoing professional advice, timely information about your account and updates on the world's financial markets.
Ã?¢?Ã?¢ Manage your portfolio and make investment changes without commissions*as your objectives or the economic climate changes.
If you would like any further information about fee-based asset management or other areas of investing, please do not hesitate to contact us.
Securities and advisory services offered through National Planning Corporation (NPC), Member FINRA/SIPC and a Registered Investment Adviser. Phoenix Financial Group, Ltd. and National Planning Corporation (NPC) are separate and unrelated companies.
Pritchard Group, Inc. Celebrating over 25 years of Service
Since 1988, Mary J. Pritchard / The Pritchard Group, Inc. core business focus has been employee benefits for employer groups. Personal lines and commercial insurance were added within the last few years in response to numerous client requests. The agency continues to grow through referrals.
A strong supporter of civic and community responsibilities, Mary is an active member in numerous West Valley Chambers of Commerce. She is a Past Chairman (1995) of the Glendale Chamber of Commerce and Past Chairman of the Planning and Zoning Commission for the City of Glendale. Insurance affiliations include both local and national life and health underwriter organizations.
Employers entrusting their insurance needs to Pritchard Insurance range from small to large and include business throughout Arizona and beyond. Ever the traditionalist when it comes to the customer: Service is what Pritchard Insurance is all about.
A Multi-State Licensed Independent Insurance Agency offering Health Individual & Group, Life, Auto, Home, Business, Liability, Dental, Health Savings Accounts, Short Term and Long Term Disability, Accidental Death & Dismemberment, and Property.
As your American Family Insurance agent, I believe there's more to insurance than the policy itself. It's about providing dependable protection and service. That's why earning your trust is my policy.
As your American Family Insurance agent, I can offer you dependable auto, home, business, health and life insurance, as well as other insurance products.
Farmers has something very special. It's called the Farmers Family
. . . employees, agents and district managers who care about each other and are dedicated to restoring the lives of our customers to order should unfortunate events happen. The fact is, our people are the greatest asset of our organization and have always been going back to our founding in 1928.
Employee Benefit Consulting Group LLC
Ms. Brandi Thompson
7702 E. Doubletree Ranch Road Suite 300 Scottsdale, AZ 85258
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.
Member Proudly Supports: - Chairman's Circle Glendale Chamber of Commerce
Why choose a local Independent Agent such as Ideal Insurance Agency? We represent many different insurance companies, so we can compare coverage and price to get the best possible value for you. We are committed to our customers and our community. We work for you!
We offer home insurance, auto insurance, business insurance, life insurance, disability insurance, workers compensation and annuities to ensure that you are protected from the unexpected. Our staff is dedicated to providing all of our clients with complete coverage at the best rates our carriers offer. Our years of experience and education allow us to guide our clients in making the well-informed decisions regarding their insurance needs.
Dave and Dan Mitchell are not only brothers, but partners in Ideal Insurance Agency. Dan joined the Agency in 1983, and plays a vital role as both an active producer and administrator.