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Nicholas Fieldson, LPL Financial Advisor
Nick has been helping plan the quality of life for credit union members for over 18 years in a variety of ways. He is passionate about finding the suitable financial strategy for each individual member's need. Nick is proficient in applying practical and individualized strategies to help members work toward improving their financial well-being. His in-depth knowledge of the financial services industry provides the strong foundation for independent, unbiased financial planning strategies.
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Robert S. Wade, CFP®, CERTIFIED FINANCIAL PLANNERTM
Robert has been helping people with their retirement, investing and insurance needs since 2003. Robert's years of experience through the different market cycles has given him a strong insight into the ever changing markets and how an investor can position themselves based on current market conditions, risk tolerance and stage of life. He always has time to sit down with clients to answer questions about any facet of investing, retirement or asset protection (insurance).
|Surprise Branch |
16765 N. Litchfield Rd.
Surprise, AZ 85379
|Office: 602.631.3208 |
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Rob Filmore, LPL Financial Advisor
Since 2006, Rob has been advising and guiding clients with their long-term financial goals. Rob offers comprehensive financial planning and investment services while creating long-lasting relationships. Over the last 3 years, he has worked with clients of all backgrounds from inexperienced to the professional trader. Rob's earnest passion for helping individuals understand the many nuances of the financial industry help him guide clients through both turbulent and peaceful times of the market.
|Corporate Office |
5811 W. Talavi Blvd.
Glendale, AZ 85306
|Office: 602.631.3212 |