3 Best Financial Services in Glendale, AZ

“Johnny Hernandez is a financial planner at First Command. He graduated from Grand Canyon University with a bachelor’s in Economics and Finance. He holds Series 7 and 66 securities licenses and life and health insurance licenses in Arizona and California. He is dedicated to helping clients reach their financial goals and dreams. He does this by sharing reliable financial knowledge and giving honest advice, building strong, long-term relationships with each person and family he works with. The First Command team offers financial planning products and services, including banking, investments, insurance, and retirement planning.”

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“EPS Wealth Management aims to create a long-term relationship with their clients to facilitate their financial success. The firm assists its clients in setting their finances, making suitable investing decisions, and selecting relevant financial products and services. Jim Tewalt is one of the founders of the firm. He has over 40 years of experience in financial services as a Certified Financial Planner. CFP®, Registered Investment Advisor, licensed life insurance agent, and Certified Legal Document Preparer. CLDP®. Jim Tewalt is a people helper and a problem solver who has helped hundreds of families and business owners plan their financial futures. At EPS Wealth Management Services, the team uses powerful retirement analysis software to help you visualize your retirement – one year at a time. They have experience assisting clients in choosing proven investment, insurance, tax, and estate planning strategies to build a custom-tailored, income-focused wealth management plan for you and your family. They will help clients assess their current position, address concerns, identify potential problems, and create a written action plan. Call them for a no-cost, no-obligation consultation.”

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“Fortress Financial Strategies prides themselves on treating their clients as family and considers achieving their goals and dreams the most important part of their mission. Brett Andrews is the firm's chief executive officer. He has over 30 years of experience in leading Fortress Financial Strategies. His passion for the industry and extensive knowledge of all things financial allows him to offer a comprehensive look into your investment and retirement planning. The Fortress Financial Strategies team's mission is to build and protect your financial independence. They believe financial independence begins with a strong foundation, which requires four equally important cornerstones. They have access to challenging asset portfolio managers, products, and allocations with unique custom designs. They can help their clients create an approach designed to address their situation. Contact them to make an appointment.”

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