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 degree 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. Johnny is committed to coaching clients to pursue their financial goals and lifetime dreams by bringing sound financial knowledge and trustworthy advice to a lasting relationship with each individual and family he serves. The First Command team offers financial planning products and services, including banking, investments, insurance, and retirement planning.”

Read more

“EPS Wealth Management Services is a family wealth-building and management office, a guide at your side to help you create a plan and then implement your plan by purchasing appropriate products and services. Jim, one of the owners of EPS Wealth Management, has over 40 years of experience in the financial services industry as a Certified Financial Planner (CFP®), Registered Investment Advisor, a licensed life insurance agent, and a Certified Legal Document Preparer (CLDP®). Jim is a people-helper and a problem solver who has helped hundreds of families and business owners plan their financial future. EPS Wealth Management Services 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.”

Read more

“Kaizen Wealth Management Group provides outstanding service to clients because of their dedication to the three underlying principles of professionalism, responsiveness, and quality. By combining their expertise, experience, and enthusiasm for financial planning, each client receives close personal and professional attention. Kaizen Wealth Management Group provides total financial services to individuals, large and small businesses, and other agencies. Sheila Madrigal is a financial advisor and investment assistant at Kaizen Wealth Management Group. Sheila has over 30 years of experience in the financial industry, including an extensive banking background. She strives to help clients achieve their financial and retirement goals, and she will go above and beyond to assist them in their needs. Sheila is truly gifted at building trust, which is extremely important to her.”

Read more