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Home ›› Investments & Insurance Arizona Federal Financial Solutions› Dan Mallen

 

 

Welcome to Arizona Federal Financial Solutions!

Meet your advisor at Arizona Federal Financial Solutions for the East Valley, Dan Mallen.

Dan has been a licensed insurance and investment representative for over thirty years, and has been with Arizona Federal for almost seventeen years. He he holds the titles of Chartered Financial Consultant and Chartered Life Underwriter. Dan uses his significant experience and financial planning expertise to help Arizona Federal members reach their financial goals. He excels in providing them with options to help maximize potential investment gains using retirement accounts and tax deferred financial products. When Dan is not helping members plan for their futures, he can be found spending time with his wife of 35+ years, four children, and four grandchildren.

 
  Dan is available by appointment at the following branch locations -      
 

Ahwatukee
Apache Junction
Baseline

Gilbert
Mesa
Superstition Springs
 
       
 

To request that Dan contact you about your complimentary portfolio review, 401(k) rollover, etc. please complete the contact form, call or email him.

Contact Information:
Phone: (602) 683-1193
Email: dan.mallen@cusonet.com

 

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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