Eagle Express Federal Credit Union

Fortress Financial Strategies

We specialize in Integrated Comprehensive Wealth Management.  Our vast resources and access to subject matter experts, gives us the ability to offer a truly unique, customized, and unbiased approach to serving all of your financial needs.   We provide specialty programs you won't find anywhere else like Integrated Financial Planning for Doctors, Financial Planning for Business Owners and Custom Retirement Plans for Businesses, a local private portfolio management team for High Net-Worth Investors, Federal Employee Financial Planning and Benefits analysis, and Group Benefits and Insurance for Businesses.  While most of our client's are located in Arizona we do work with a select group of client's across the United States.   Contact us today for a one hour no obligation review and find out how we can help you.

Glendale Federal Credit Union

Since 1951, Glendale Federal Credit Union has been providing financial services to public service employees in Glendale. This credit union was created with the mission of helping its members to reach their goals and aspirations by offering quality products and convenient services. Our commitment to our members is based on the idea of people helping people. We strive to ensure that our members receive the best financial advice and always have a friendly and knowledgeable team ready to help. We are proud to be a credit union dedicated to our members' best interests. If you would like to learn more about what we have to offer, please don't hesitate to give us a call today. No matter what your needs are, we will do our best to provide you with the top-notch service that you deserve.

David Beck Financial Services

David Beck Financial Services is a Certified Financial Planner (CFP®) and Licensed Tax Consultant that can help you make plans for taxes, retirement, and college. Our services are provided remotely, through our secure portal and Zoom, with cost varying by the complexity of the situation. We provide tax planning services which can help you understand what recent tax law changes mean for you and how you can reduce your 2022 tax bill. We will also compare filing jointly or separately to determine how it affects federal loan payments. For retirement planning we use planning software to calculate a constant living standard that can be maintained before and after retirement. Make the right financial moves and you can have more spending power or even retire earlier. Lastly, we can help families that have a Junior or Senior in school make decisions about how to pay for college. This includes selecting affordable colleges, filing financial aid applications, evaluating offers, planning cash flow, and education loans.

Gunter Financial Services

At Gunter Financial Services, our team of financial advisors and Certified Financial Planner professionals have over 60 years of combined investment experience. We specialize in wealth management for individuals, and institutional investment consulting and management for retirement plans, endowments, and foundations. For individual wealth management, we provide comprehensive financial planning and asset management tailored to meet the specific needs and goals of our clients. In the institutional space, we offer Central Texas businesses a customized financial wellness program for their employees, which includes an objective assessment of the current plan structure, the implementation of a revised retirement program (if needed), and ongoing plan monitoring and maintenance. Our process maintains a comprehensive fiduciary standard. Gunter Financial Services is not a registered broker/dealer and is independent of Raymond James Financial Services, Inc., which offers securities through Raymond James Financial Services, Inc., Member FINRA/SIPC, and investment advisory services through Raymond James Financial Services Advisors, Inc.

Navy Federal Credit Union

Navy Federal Credit Union provides exceptional financial services to members of the Armed Forces, Department of Defense, veterans, and their families. Our mission is to provide support to our members through every stage of life. We offer competitive rates, discounts, and excellent service digitally or at our more than 340 branches worldwide. We are committed to the military and understand the importance of service. Our Members Are the Mission®. With Navy Federal Credit Union, customers can enjoy the convenience of digital banking*, as well as the personal touch at any of our branches. Join us today and experience the benefits of being part of a credit union that stands by its military members. *Message and data rates may apply. Equal Housing Lender. Insured by NCUA.With our commitment to service and customer satisfaction, we strive to exceed expectations each and every time. Contact us today to find out how we can help.

Navy Federal Credit Union

Navy Federal Credit Union is dedicated to serving the Armed Forces, DoD, veterans and their families through all stages of life. Our Members Are the Mission® - we believe in providing outstanding rates, discounts and customer service through both digital banking* and more than 340 branches worldwide. We strive to be a credit union that supports the military and understands the importance of service. *Message and data rates may apply. Equal Housing Lender. Insured by NCUA. Our team at Navy Federal Credit Union is committed to making sure our members have access to the best services and experiences. Our digital banking* platform offers convenient, safe and secure access to financial services and account information, while our physical locations offer face-to-face assistance with any of your banking needs. We’re proud to provide exceptional service and great rates to those who serve and those who have served. *Message and data rates may apply. Equal Housing Lender. Insured by NCUA.

Navy Federal Credit Union

Navy Federal Credit Union is dedicated to serving the military and their families, Department of Defense personnel, veterans and others throughout every stage of life. With over 340 branches internationally and digital banking services, customers are sure to receive great rates, discounts and superior service. Our mission is to provide our members with quality financial services and be a trusted partner in their success. Navy Federal Credit Union offers a variety of experiences to its members, from discounts to exceptional customer service. We strive to make banking easy and convenient with our digital options that allow you to manage your account and transactions at any time. Our team is committed to helping members succeed and will continue to provide the best service possible.With our commitment to service and customer satisfaction, we strive to exceed expectations each and every time. Contact us today to find out how we can help.

Austin Jett - AXA Advisors

The financial advice my practice provides includes: 1.) Wealth Accumulation: (Investments & Tax Diversification Strategies) 2.) Disciplined Savings Regiments: (Retirement Planning, College Education Planning) 3.) Risk Management: (Life Insurance, Disability Income Insurance, & Long-Term Care Insurance) 4.) Transition Planning: (401(k) Rollovers, IRA Consolidation) 5.) Retirement Planning (Traditional/Roth IRAs, 401(k)s and annuities) 6) Business Planning: (Employee Benefit Plans, Pension, SEP IRAs and 401(k)Implementation & Deferred Comp Plans) Securities offered through AXA Advisors, LLC (NY, NY 212-314-4600), member FINRA, SIPC. Investment advisory products and services offered through AXA Advisors, LLC, an investment advisor registered with the SEC.  Annuity and insurance products offered through AXA Network, LLC.  AXA Advisors, LLC does not provide tax or legal advice. "AXA" is the brand name of AXA Equitable Financial Services, LLC and its family of companies, including AXA Equitable Life Insurance Company (NY, NY) and Advisors, LLC.  AXA S.A. is a French holding company for a group of international insurance and financial services companies, including AXA Equitable Financial Services, LLC.    AGE- 98662(12/14)(exp.12/16)