External Referral Network Disclaimer: This is not intended to be a recommendation or endorsement of any of the entities or individuals listed. The entities listed are not affiliated with Cambridge Investment Research or Heritage Financial Strategies.
| Accounting, Taxes, Bookkeeping & CPA | |||
ACP Accounting PLLC |
Jessica Eichenberg 2992 N Alma School Rd, Ste 2 Chandler, AZ 85224 480-626-6800 |
E-mail: info@acpaccounting.com Website: www.acpaccounting.com "Our firm loves to teach. That is teach clients how to interpret their taxes, financial statements, asset allocation and more to know what their financial picture should look like." |
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| Taxinista |
Angela Sticca-Snyder 6638 E Baseline Rd, Ste 101 Mesa, AZ 85206 480-331-3316 |
Email: angela@youraccountantsoffice.com Website: www.taxanista.com "We take the monkey off your back." |
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| Budgeting Coach & Debt Payoff Help | |||
Fiscal Fitness |
Kelsa Dickey 2345 S Alma School Rd, Ste 107 Mesa, AZ 85210 480-788-4588 |
E-mail: kelsa@fiscalfitnessphx.com Website: www.fiscalfitnessphx.com "I am a personal trainer for your money. I give you the tools and a plan to manage your day-to-day finances so you can reach your short-term and long-term goals. I help you take the stress out of money!" |
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| Financial Peace University |
Dave Ramsey 1749 Mallory Lane, Brentwood, TN 37027 888-227-3223 615-317-8881 |
Website: www.daveramsey.com/fpu "The money class that will change your life." |
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| Insurance – Auto, Home & Renters | |||
| American Family Insurance |
Leah Gumm 4895 S Higley Rd, Ste 102 Gilbert, AZ 85298 480-718-6849 |
E-mail: lgumm@amfam.com Website: www.amfam.com "We love working with families and small businesses and specialize in Home, Auto, Life and Business Insurance." |
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Weismann Insurance |
Melinda Weismann 1819 E Southern Ave, Ste E18 Mesa, AZ 85204 480-655-7515 |
E-mail: melinda@thegoodlifeins.com Website: www.thegoodlifeins.com "I specialize in helping protect what is most important to you!" |
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| Insurance - Health | |||
| EBX |
Phil Bobadilla 2730 S Val Vista Dr, Ste 132 Gilbert, AZ 95295 480-839-6100 |
E-mail: phil.bobadilla@ebxaz.com Website: www.ebxaz.com "EBX is a full service Insurance Brokerage specializing in implementing Group Employee Benefit Programs and Property and Casualty coverage’s for small to medium sized businesses." |
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| Legal: Bankruptcy, Debt Negotiation & Credit Help | |||
Arizona Credit Law Group |
Rochelle Bellnap 700 E Baseline Rd, C-3 Tempe, AZ 85283 480-907-6088 |
E-mail: credithelp@azclg.com Website: www.azclg.com "Health insurance solutions for individuals, families and small businesses." |
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| Legal: Divorce & Family Law | |||
Modern Law |
Billie Tarracio 15333 N Pima Rd, Ste 305 Scottsdale, AZ 85260 480-649-2905 1744 S Val Vista Dr, Ste 205 Mesa, AZ 85204 480-649-2905 |
E-mail: billie@mymodernlaw.com Website: www.mymodernlaw.com "Divorce changes the course of your life. But you can emerge stronger, when you have the support you need. Get your questions answered, plan for what's ahead, and learn from what others have already done." |
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The Harding law Firm |
Kina Harding 1757 E Baseline Rd Ste 133 Gilbert, AZ 85233 480-442-4142 |
E-mail: kh@hardingfirm.com Website: www.hardingfirm.com "Dedicated to delivering legal guidance with integrity in divorce, parenting time, and child support, and other family law matters." |
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| Legal: Estate Planning & Probate | |||
| Wiedle Law Firm |
Jennifer Wiedle 4700 N Central Ave, Ste 205 Phoenix, AZ 85012 480-224-2706 |
E-mail: jwiedle@wiedlelaw.com Website: www.wiedlelaw.com |
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| Mortgage Lender for Purchasing & Refinance | |||
Fairway Mortgage |
Karl Weiss 3295 W Ina Rd, Ste 125 Tucson, AZ 85741 |
E-mail: karlw@fairwaymc.com Website: www.fairwaymc.com "Karl loves to help people buy and refinance their homes." |
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| Guild Mortgage |
Karen Camblin 4111 East Valley Auto Drive, Ste 106 Mesa, AZ 85206 480-390-1732 |
E-mail: kcamblin@guildmortgage.com Website: www.guildmortgage.com "Working with and educating my clients from the first phone call to the signing table as they reach their dream of home-ownership! Tag Line - Closing loans and opening doors." |
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Peoples Mortgage |
Justin Fincher 2350 E Germann Rd, Ste 34 Chandler, AZ 85286 480-945-4545 |
E-mail: jfincher@peoplesmortgage.com Website: www.peoplesmortgage.com "With over a decade plus experience in mortgage lending and operations management, I am uniquely equipped to deliver a superior customer experience in finding the right home financing program for your individual needs and goals." |
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| Real Estate for Sales & Leasing | |||
| JK Realty |
Jennifer Gould 1760 E Pecos Rd, Ste 501 Gilbert, AZ 85295 480-699-2070 |
E-mail: jen@destinationsunshineaz.com Website: www.destinationsunshineaz.com “Arizona Sunshine is NOT For Sale — It Comes FREE With the Purchase of Your New Home!”; Scottsdale Area Association of REALTORS Top 40 Under 40 Winner; JK Reality's 2016 #1 Producer!" |
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Revelation Real Estate |
Gwen Miriani 4050 S Arizona Ave, #4 Chandler, AZ 85248 |
E-mail: gwenmiriani@gmail.com |
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Check out the background of firms and investment professionals on FINRA's BrokerCheck
Registered Representative, securities offered through Cambridge Investment Research, Inc., a broker-dealer, member FINRA/SIPC. Investment Advisor Representative, Cambridge Investment Research Advisors, Inc., a Registered Investment Adviser. Cambridge and Heritage Financial Strategies are not affiliated. This communication is strictly intended for individuals residing in the states of AZ, CA, CO, FL, IL, KS, MO, NM, NV, TX, WA. No offers may be made or accepted from any resident outside the specific states referenced.
The information being provided is strictly as a courtesy. When you link to any of these websites provided herein, Heritage Financial Strategies makes no representation as to the completeness or accuracy of information provided at these sites. Nor is the company liable for any direct or indirect technical or system issues or any consequences arising out of your access to or your use of third party technologies, sites, information and programs made available through this site. As of 2017, Shanna has become a Smartvestor Pro in affiliation with author and renown financial advisor, Dave Ramsey.
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