Accountant:

Clifton Larson Allen – Contact: George Hostal, CPA, CFP (480) 707-1266

William Wheeler CPA/PFS – Contact: William Wheeler (480) 661-8350

Auto Insurance:

Rivers Insurance Group – Contact: Ryan Rivers  (480) 646-3221

Health Insurance:

Oxley Insurance Group – Contact: Todd Oxley (623) 551-8671

Rest Insured, LLC – Contact: Chris Ruhm (480) 661-8350

Investments and Financial Planning:

Clifton Larson Allen – Contact: George Hostal (480) 707-1266

Merrill Lynch – Contact: Brion Crum (480) 624-0432

Fidelity Investments – Contact: Jana McVanWay (800) 544-7095

LPL Financial – Contact: Ted McLellan (602) 336-5504

Lawyers:

Braun Siler Kruzel – Contact Brad Braun (480) 951-8044 (Estate, Trusts, Business Planning)

Pak & Moring – Contact: Jim Pak (480) 444-9999 (Real Estate, Personal Injury, Wrongful Death, & Business Law / Contracts)

 

Long Term Care:

Genworth Financial – Contact John Kenneally (480) 686-6265