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AIG Financial Advisors at Arizona Federal Print Page

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Time is money; invest now for what you want later.Many people start feeling intimidated when they think about retirement savings and don’t know where to begin or how much they need to save.

Our professional AIG Financial Advisors at Arizona Federal can take the stress out of planning by helping you put together a retirement savings plan based on your financial needs and retirement goals. To get your retirement savings plan off to a successful start, we offer a couple of options – Traditional and ROTH Individual Retirement Accounts (IRAs).

What tax benefits do IRAs offer?

Traditional IRAs are tax-deferred which means you do not pay taxes until distribution.

ROTH IRAs are tax-exempt which means you pay taxes on your money today, but not on the earnings when you withdraw the funds in the future.

Our Financial Advisors can also help you with other investments:1

  • Stocks & Bonds
  • Mutual Funds
  • 529 Education Accounts
  • Life Insurance
  • Annuities

Who are the AIG Financial Advisors at Arizona Federal?

 
 

Dan Mallen
East Valley
(602) 683-1193

Securities licensed since 1978

ChFC - Chartered Financial Consultant

CLU - Chartered Life Underwriter


John Sneddon
West Valley
(602) 683-1190

Registered principal of AIG Financial Advisors

Certified Financial Planner, College for Financial Planning

Office of Supervisory Jurisdiction (OSJ) manager

 
 

Contact an AIG Financial Advisor at Arizona Federal

 

 

You can contact one of our AIG 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:
1Mutual funds, annuities and other investments available through AIG Financial Advisors are not federally insured; are not obligations of the credit union; are not guaranteed by the credit union or any affiliated entity and involve investments risks, including the loss of principal. Securities offered through Member FINRA/SIPC.

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