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Chapter Partners - 2008

FPA of Greater Phoenix gratefully acknowledges the contributions of this year's Chapter Partners. We appreciate their services to the Chapter as well as to the planners who use their services and products.

These partners help us. Please support them when possible!

Platinum Partners

Pension Strategies
Jill Hastings    602-799-4948
Jack Lawless  602-957-7101 X 318
Qualified Plan Design & Administration

www.pensionstrategies.com

Charles Schwab Institutional
Jonathan K. Moore    1-800-867-2895
A leading provider of custodial, operational and trading support for independent fee-based investment advisors

www.schwabinstitutional.com/public

    

Gold Partners

AIM Funds & Powershares ETFs
David Dietrich 1-800-347-4246 X 7845
Your Goals. Our Solutions

www.aiminvestments.com

American Century Investments
Brad Sawyer                  801/528-8892  769-6843
50 year of helping professionals, institutions, corporations & individuals achieve their financial goals
www.americancentury.com

Aquila Group of Funds
Al Stockman 602-820-1859

www.aquilafunds.com

CollegeInvest
David Wiener, Advisor Relations Manager, 303-376-8845
College Savings Plans ∙ Student/Parent Loans ∙ Scholarships

www.collegeinvest.org

Gavin Group: CFS Mortgage Corp.
Patrick Gavin, CMBS 602-241-9875
Smart Mortgage Lending

www.cfs-mortgage.com

Durfee & Phelps
Rick Durfee, J.D. 480-324-8000
Attorney at Law

www.durfeelaw.com

E.A. Edberg & Assoc.
Eric Edberg, APA 602-274-0071
401(k) & retirement plan administration

www.edbergassociates.com

Interactive Advisory Software (IAS)
Cindy Little                    480/655-6066
The Best Kept Secret in Software – a Unified Wealth Management Solution
www.iassoftware.com

Heartfelt Care, LLC
Jeannean Sabatina, CMC, RG     602/769-6843
Advocates for Quality of Life
www.heartfeltcare.us

itSynergy
Dan Zaremba 602-297-2400 X 2004
Technology consulting for small and medium businesses

www.itsynergy.com

Kensington Investment Group
Adam Gallegos 1-800-253-2949
Value-added Strategies in Real Estate Securities

www.kig.com

Laserfiche

Andy Wang 1-866-888-8539    

Document imaging & management software solutions

www.laserfiche.com

 

MFS Investment Management

David Capelle, CIMA 1-800-343-2829 X 68115    

Providing a diverse range of investment options since 1924

www.mfs.com/wps/portal/us

Prudential Annuities
Lee Hurney 602-448-1764
The Highest Daily Company

www.annuities.prudential.com/investor

Raymond James Investment Advisors Div.
Mike Doss 1-888-327-2061
Comprehensive Resources for Institutional Managers

www.raymondjames.com/advisorchoice/rjfsiad/

Reverse Mortgages USA/Prime Source Mortgages
RM: Lorrie Larson 602-424-2722
PSM: Curt Larson 602-424-2720

Live in your home. Use your home to live.

www.reversemtgsusa.com

The Dollarhide Financial Group-MassMutual
David Lavin 480-538-2967
Products You Can Trust. Service You Deserve.
Life, Disability Income, Long Term Care

www.dollarhidefinancial.com

     

Silver Partners

Cornerstone Real Estate Funds
Gary Croatt 480-390-9033
Non-traded Multi-Tenant Industrial REITS for Income and Growth
www.crefunds.com

Delta Ventures Financial Counsel
Neal Van Zutphen

Disability Insurance Services
Marcy Pruitt, DIA 480-889-8980
Real Expertise By Real Experts
www.diexpert.com

Genworth Financial Asset Management
Daniel Ciavarella 1-800-608-8093
Taking Wealth Management to the Next Level
www.genworth.com

Nationwide Insurance
Derrick Kazanjian 602-501-7605

The Best of America
www.nationwide.com

Phoenix Insurance & Securities School
Jo Beth Mills 480-483-9669
Pass your exams fast, on first try
www.licenseline.com

Yellowstone Trust Administration
Harry Heinrichs, CFP® 1-800-572-6394
Charitable Trust Specialists
www.yellowstoneta.com

 

 

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  The Financial Planning Association
  Greater Phoenix Chapter
  4848 E. Cactus Road, #505-815
  Scottsdale, Arizona 85254

Phone:

 480-483-9035

Fax:

 480-483-9035

E-Mail:

 info@fpaofphoenix.org 

       

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