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Arizona Federal Financial Solutions Print Page

Home ›› Investments & Insurance ›Arizona Federal Financial Solutions

 

Choosing the right path to your financial future is an important decision. It can be complicated if you don't have professional assistance. Arizona Federal Financial Solutions, offered through CUSO Financial Services, L.P. (CFS) is here to assist members reach their financial goals.

What can representatives at Arizona Federal Financial Solutions offer?

Whether you are planning for retirement, need to save for a child's college education or seeking estate options, we can help you create an individual investment portfolio to help meet your goals. We offer a full range of financial products with the personal attention Arizona Federal members deserve.1

  • IRAs and Retirement Planning
  • Stocks & Bonds
  • Mutual Funds
  • 529 Education Accounts
  • Life Insurance
  • Annuities
  • My Portfolio View

Who are the Arizona Federal Financial Solutions Advisors?

 
 

Dan Mallen
East Valley
1125 E. Southern
Mesa, AZ
85204
(602) 683-1193

Securities registered since 1978

ChFC - Chartered Financial Consultant

CLU - Chartered Life Underwriter


John Sneddon
West Valley
5151 N. 19th Ave.
Phoenix, AZ 85015
(602) 683-1190

Certified Financial Planner ™, College for Financial Planning

 
 

Contact a CFS Financial Advisor at Arizona Federal

 

 

You can contact one of our CFS Financial Advisors by calling them (their numbers are listed under their names) or request an appointment by filling out the form below.

 

 

*Name:

*Phone number:

Best time to call:

Email address:

Preferred branch:

Additional comments:

   
 
   

Notes:
1Investment products and investment advisory services offered through CUSO Financial Services, L.P. (CFS), an independent broker-dealer and SEC Registered Investment Advisor, are not NCUA/NCUSIF insured, are not obligations of Arizona Federal Credit Union, are not Credit Union guaranteed, and may lose value. Investment Representatives are credit union employees, registered through CFS(member FINRA/SIPC).

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Insured Investments
  ›› Share Certificates
  ›› IRA

Arizona Federal Financial Solutions Advisors
  ›› Dan Mallen
  ›› John Sneddon
  ›› My Portfolio View

Insurance and more
  ›› Members' Insurance
     Center

  ›› AD&D
  ›› Long Term Care

 

 


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