Directory Search Results
24 matches were found for Finance & Insurance
 
A&B Health Insurance (formerly Cochise Medicare Solutions)
Conrad Christman
Broker/Owner
2351 E Fry Blvd
Sierra Vista, AZ 85635
(520) 678-2799
(520) 335-8630

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Member Since: 2018
I am an independent insurance broker living and working in Sierra Vista. I retired from the U.S. Army in 2012. Over the last 13 years I helped thousands of Medicare beneficiaries understand their insurance options and selection of a Medicare Supplement or Medicare Advantage plan that meets their needs for protection, flexibility and cost. If you need an honest, knowledgeable agent to help you navigate the complexities of Medicare, please call or email me to schedule an appointment. I provide free education, counseling, and there is no cost for Medicare insurance plan enrollment. I do not offer every plan available in your area. Any information I provide is limited to those plans I do offer in your area which are plans offered by Humana, UnitedHealthcare, Aetna, Wellcare, Banner Medicare, BCBS AZ, and Devoted Health. Please contact Medicare.gov, 1-800-Medicare or your local State Health Insurance Program to get more information on your options.
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Affirm Wealth Advisors
Emily Wade
Operations Manager
400 W Fry Blvd Suite 7
Sierra Vista, AZ 85635
(520) 459-1652
(520) 338-2600

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Member Since: 2024
A private wealth advisory practice of Ameriprise Financial Services, LLC. As a longstanding leader in financial planning and advice, Ameriprise Financial helps clients navigate the present without losing sight of the future. More than 9 out of 10 clients are likely to recommend the advice experience to friends or family. Advice worth listening to is advice worth talking about.
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American Southwest Credit Union
Jay Williamson
President & CEO
3090 East Fry Blvd
Sierra Vista, AZ 85635
(520) 459-1860

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Member Since: 1981
 
American Southwest Credit Union | Benson Branch
654 E 7th St
Benson, AZ 85602
(520) 459-1860
Member Since: 2024
We Are The Co-Op You Can Bank On. We help you thrive. By providing personal and business financial services to our members, with local decision making and local community investments, everyone benefits. We truly care about the success and financial well-being of our members. And when our members prosper, so do our communities. Who We Are Not We are not a bank. Banks are owned by shareholders and exist to make profits for those select shareholders. Who We Are We are owned by you, our members. Our profits are reinvested in you through more dividends, better loan rates and better service! We are financially strong and federally insured by NCUA. We are locally owned and governed by our members. We volunteer, we donate, we help and support our local communities! We provide an alternative to traditional banks with competitively priced services to optimize long-range success for our members. We engage in research and development to offer cutting-edge technology. We are a well-trained, professional team, dedicated to serve you with competence, care, and courtesy.
 
American Southwest Credit Union | Douglas Branch
1094 San Antonio Ave.
Douglas, AZ 85607
(520) 459-1860
Member Since: 2025
We Are The Co-Op You Can Bank On. We help you thrive. By providing personal and business financial services to our members, with local decision making and local community investments, everyone benefits. We truly care about the success and financial well-being of our members. And when our members prosper, so do our communities. Who We Are Not We are not a bank. Banks are owned by shareholders and exist to make profits for those select shareholders. Who We Are We are owned by you, our members. Our profits are reinvested in you through more dividends, better loan rates and better service! We are financially strong and federally insured by NCUA. We are locally owned and governed by our members. We volunteer, we donate, we help and support our local communities! We provide an alternative to traditional banks with competitively priced services to optimize long-range success for our members. We engage in research and development to offer cutting-edge technology. We are a well-trained, professional team, dedicated to serve you with competence, care, and courtesy.
 
American Southwest Credit Union | Fort Huachuca Branch
Building #41331
Fort Huachuca, AZ 85613
(520) 459-1860
Member Since: 2025
We Are The Co-Op You Can Bank On. We help you thrive. By providing personal and business financial services to our members, with local decision making and local community investments, everyone benefits. We truly care about the success and financial well-being of our members. And when our members prosper, so do our communities. Who We Are Not We are not a bank. Banks are owned by shareholders and exist to make profits for those select shareholders. Who We Are We are owned by you, our members. Our profits are reinvested in you through more dividends, better loan rates and better service! We are financially strong and federally insured by NCUA. We are locally owned and governed by our members. We volunteer, we donate, we help and support our local communities! We provide an alternative to traditional banks with competitively priced services to optimize long-range success for our members. We engage in research and development to offer cutting-edge technology. We are a well-trained, professional team, dedicated to serve you with competence, care, and courtesy.
 
American Southwest Credit Union | Gila Valley Branch
3915 W Main St.
Thatcher, AZ 85552
(520) 459-1860
Member Since: 2024
We Are The Co-Op You Can Bank On. We help you thrive. By providing personal and business financial services to our members, with local decision making and local community investments, everyone benefits. We truly care about the success and financial well-being of our members. And when our members prosper, so do our communities. Who We Are Not We are not a bank. Banks are owned by shareholders and exist to make profits for those select shareholders. Who We Are We are owned by you, our members. Our profits are reinvested in you through more dividends, better loan rates and better service! We are financially strong and federally insured by NCUA. We are locally owned and governed by our members. We volunteer, we donate, we help and support our local communities! We provide an alternative to traditional banks with competitively priced services to optimize long-range success for our members. We engage in research and development to offer cutting-edge technology. We are a well-trained, professional team, dedicated to serve you with competence, care, and courtesy.
 
American Southwest Credit Union | Kearny Branch
112 Williams Lane
Kearny, AZ 85137
(520) 459-1860
Member Since: 2024
We Are The Co-Op You Can Bank On. We help you thrive. By providing personal and business financial services to our members, with local decision making and local community investments, everyone benefits. We truly care about the success and financial well-being of our members. And when our members prosper, so do our communities. Who We Are Not We are not a bank. Banks are owned by shareholders and exist to make profits for those select shareholders. Who We Are We are owned by you, our members. Our profits are reinvested in you through more dividends, better loan rates and better service! We are financially strong and federally insured by NCUA. We are locally owned and governed by our members. We volunteer, we donate, we help and support our local communities! We provide an alternative to traditional banks with competitively priced services to optimize long-range success for our members. We engage in research and development to offer cutting-edge technology. We are a well-trained, professional team, dedicated to serve you with competence, care, and courtesy.
 
American Southwest Credit Union | Sahuarita/Green Valley
1225 W Duval Mine Rd.
Green Valley, AZ 85614
(520) 459-1860
Member Since: 2025
 
American Southwest Credit Union | Sahuarita/Green Valley Branch
1225 W Duval Mine Rd.
Green Valley, AZ 85614
(520) 459-1860
Member Since: 2025
We Are The Co-Op You Can Bank On. We help you thrive. By providing personal and business financial services to our members, with local decision making and local community investments, everyone benefits. We truly care about the success and financial well-being of our members. And when our members prosper, so do our communities. Who We Are Not We are not a bank. Banks are owned by shareholders and exist to make profits for those select shareholders. Who We Are We are owned by you, our members. Our profits are reinvested in you through more dividends, better loan rates and better service! We are financially strong and federally insured by NCUA. We are locally owned and governed by our members. We volunteer, we donate, we help and support our local communities! We provide an alternative to traditional banks with competitively priced services to optimize long-range success for our members. We engage in research and development to offer cutting-edge technology. We are a well-trained, professional team, dedicated to serve you with competence, care, and courtesy.
 
Armed Forces Bank
Amber Dunn
Banking Center Manager
Bldg, 52035 Arizona St
Fort Huachuca, AZ 85613
(520) 226-3410

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Member Since: 2024
Armed Forces Bank, founded and headquartered in Fort Leavenworth, Kansas, is a full-service military bank committed to serving those who serve since 1907. Armed Forces Bank provides affordable, personal, and convenient banking and financial services to both active and retired military, as well as civilian clients in all 50 states and around the world. Approximately 85% of Armed Forces Bank associates have some type of military affiliation either by spouse, retired themselves or their children.
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Colonial Life
Annalisa Kurz
CEO / President
8601 N. Black Canyon Highway Suite 209
Pheonix, AZ 85021
(602) 441-5357

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Member Since: 2023
The heart of what we do. Colonial Life provides benefits that your employees want for life's unexpected moments ? whether that's accident, illness or injury. And for 80+ years, we've made it easy for employers to offer benefits that help retain skilled workers and help businesses grow. Colonial Life, Employee Enrollment Survey, company sponsored, 2021. 1,462 U.S. full-time employees responded to the survey in August 2021.
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Edward Jones
Sandy Phelps
Sr BOA
2107b Paseo San Luis, Suite A
Sierra Vista, AZ 85635
(520) 417-0078
(520) 378-3766

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Member Since: 1998
In 1994, at the age of 24, while working for the Phoenix Suns NBA team, I received my first ever pay raise. Excited to share the information with my family, I called my uncle Don to share the news and his response was, "Put it in their 401(k)-retirement plan." My response of course was, "401 what?" That advice still resonates with me today and is what sparked my interest in planning for retirement and the importance of starting early!
 
Farmer's Insurance - Aguillon Agency
Carrie Aguillon
Agency owner
1502 E Fry Blvd
Sierra Vista, AZ 85635
(520) 458-3366

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Member Since: 2021
Insurance. Auto, Home, Business, Life, Work comp, and much more.
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Fesser Financial
Dennis Fesser
Owner

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Member Since: 2023
Dennis Fesser is on the team of advisors at Cambridge Investment Research Advisors in Sierra Vista, AZ. Dennis Fesser has been working for 26 year(s). Their current role is with Cambridge Investment Research and Cambridge Investment Research Advisors . Dennis Fesser has previously passed the Series 63 and Series 65 examinations, and is registered to provide investment advice in Arizona. Dennis Fesser may also provide advisory services in other states under an applicable state exemption from registration or notice filing. Cambridge Investment Research Advisors is a financial advisory firm with an office in Sierra Vista, AZ.
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First Command Financial Planning
Kadri Lindemann
Owner
333 W. Wilcox Dr Suite 102
Sierra Vista, AZ 85635
(520) 335-1200

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Member Since: 2015
 
Guild Mortgage
Randy Sueskind
Branch Manager
2700 E Fry Blvd Ste. A-11
Sierra Vista, AZ 85635
(520) 226-3786

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Member Since: 2014
Guild Mortgage is one of the top independent mortgage lenders in the nation*, with knowledgeable residential loan officers in your community. Guild offers deep expertise and personalized service for new home purchases and refinancing to every kind of borrower. Whether you are a first-time homebuyer, upgrading, downsizing, or investing in residential real estate, we have the loan to fit your life.
 
H&R Block
Chase Haggberg
Partner
2103 E. Fry Blvd
Sierra Vista, AZ 85635

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Member Since: 2023
Income Tax planning and preparation. Our tax offices at 2103 E Fry Blvd in Sierra Vista, AZ can handle all your tax needs. Get professional tax preparation, including help with earned income tax credit, a tax refund or tax return, and more. Whatever your situation, we know what to do. Schedule an appointment today.
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Haymore & Forsberg CPA
Spencer Forsberg
CPA
500 East Fry Blvd #L-6
Sierra Vista, AZ 85635
(520) 458-9640

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Member Since: 1982
Our firm provides outstanding service to our clients because of our dedication to the three underlying principles. 1. Professionalism: Our firm is one of the leading firms in the area. By combining our expertise, experience and the energy of our staff, each client receives close personal and professional attention. Our high standards, service and specialized staff spell the difference between our outstanding performance, and other firms. We make sure that every client is served by the expertise of our whole firm. 2. Responsiveness: Our firm is responsive. Companies who choose our firm rely on competent advice and fast, accurate personnel. We provide total financial services to individuals, large and small businesses and other agencies. To see a listing of our services, please take a moment and look at our services page. Because we get new business from the people who know us best, client referrals have fueled our growth in the recent years. Through hard work, we have earned the respect of the business and financial communities. This respect illustrates our diverse talents, dedication and ability to respond quickly. 3. Quality: An accounting firm is known for the quality of its service. Our firm's reputation reflects the high standards we demand of ourselves. Our primary goal as a trusted advisor is to be available and to provide insightful advice to enable our clients to make informed financial decisions. We do not accept anything less from ourselves and this is what we deliver to you. We feel it is extremely important to continually professionally educate ourselves to improve our technical expertise, financial knowledge and service to our clients. Our high service quality and "raving fan" clients are the result of our commitment to excellence. We will answer all of your questions, as they impact both your tax and financial situations. We welcome you to contact us anytime.
 
Liberty Tax Service
Richard Copeland
CPA
999 E. Fry Blvd. #105
Sierra Vista, AZ 85635
(520) 895-4840
(520) 803-7353

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Member Since: 2003
The people we help during tax season are not just our customers, they?re our neighbors. We know that they're looking for someone they can trust, a price they can afford, and to either owe less on taxes or get their largest possible refund. That?s where we come in ? we're committed to building long-term relationships and establishing ourselves as trusted tax experts for life.
 
Paulinsures.com
Paul Masterson
Agent/Owner
500 E Fry Blvd. Suite M-14
Sierra Vista, AZ 85635
(520) 364-1250
Fax: (844) 787-7634

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Member Since: 2023
Member Proudly Supports:
- Salvation Army, St. Vincent DePaul.
Educate and advise consumers about there health care choices; primarily regarding Medicare and the ACA (Obamacare). Provide written dental quotes with up to 20 carriers, including costs with or without insurance, and the premiums for each company.
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Pioneer Title Agency
Savannah Hedglen
580 Wilcox Dr.
Sierra Vista, AZ 85635
(520) 458-3500
(520) 439-6731

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Member Since: 1985
The heart of Pioneer Title Agency always has been and always will be the people. We have more than 600 employees, and there is a spirit that permeates the company and binds us all together. Our supportive environment doesn't end when we walk out the door at the end of the day. The team is family always. We celebrate our successes. We lift each other up. We laugh. We listen. And we have each other's backs when things get tough. In turn, this level of support allows our team to provide our customers with the best service possible. At Pioneer Title Agency, everything we do is in the hopes of leaving things better. Sure, that means cleaning up your title work and providing an excellent escrow experience. But it also means helping our communities. Whether it be by volunteering or donating, our teams are always looking for ways to give back and enrich the communities where we live and work.
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Simpson Representation Tax Service
Deana Simpson
Owner
51 Arizona Street - Bldg. 52030
Fort Huachuca, AZ 85613
(520) 458-5068
Fax: (520) 458-5121

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Member Since: 2020
Started in 2018 to serve the tax needs of businesses and families around the world. IRS Letters, Collections, and other Representation services.
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Talus Pay
Tony Zaragoza
Solutions Specialist
(520) 703-0285

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Member Since: 2024
Payment technology that grows your business. Combine our modern, tech-enabled product suite with our industry experience and personalized approach to propel your business forward.
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