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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.1

A full range of financial products

Whether you are planning for retirement, need to save for a child's college education or seeking estate planning 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.

  • Retirement Planning
  • Retirement Income Solutions
  • 401(k) Rollovers
  • Stocks, Bonds and Mutual Funds
  • Traditional and Roth Individual Retirement Accounts (IRA)
  • Annuities
  • Life and Long-Term Care Insurance


Meet the Arizona Federal Financial Solutions Advisors

 

Christopher Dunlevy Christopher Dunlevy

Certified Financial Planner ®
Chartered Life Underwriter ®
Chartered Financial Consultant ®
Christopher is securities licensed in Arizona.

East Valley
1675 E. Elliot Rd., Gilbert, AZ 85234
(602) 683-1191



Dan Mallen Dan Mallen

Chartered Financial Consultant ®
Chartered Life Underwriter ®
Dan is securities licensed in Arizona.

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



John Sneddon John Sneddon

Certified Financial Planner ®
John is securities licensed in Arizona and California

West Valley
5151 N. 19th Ave., Phoenix, AZ 85105
(602) 683-1190

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).