As a local Allstate Agency, our team lives and works alongside you. We are committed to contributing to our community and take pride in providing personalized service to protect our neighbor’s homes, autos, business’ and more. Knowing your time is valuable, our experienced staff are here to manage your insurance needs and make sure there are no gaps in your coverage.
Your financial goals are important. As a Personal Financial Representative, it would be a pleasure to help you prepare a strategy to achieve those goals.
Whether you are buying your first home, starting a business or filing a claim, you can count on our team to explain the coverage options fitting your unique needs. Allstate has been insuring satisfied customers for 80 years with outstanding financial strength and superior claims service.
Local business owner and member since 1994, meeting all your insurance needs: AUTO, HOME,LIFE, FLOOD, CONDO, LANDLORDS, BUSINESS, GENERAL LIABILITY, E&O, WORKERS COMP, BONDS…
Allstate is one of the first major insurance companies to offer coverage to homeowners that host temporary renters through sites like Airbnb or HomeAway.
Bank of America began serving Arizona more than 120 years ago. Bank of America is one of the world’s leading financial institutions, serving individual consumers, small and middle-market businesses and large corporations with a full range of banking, investing, asset management and other financial and risk management products and services. The company provides unmatched convenience in the United States, serving approximately 47 million consumer and small business relationships with approximately 4,700 retail financial centers, approximately 16,000 ATMs, and award-winning online banking with approximately 33 million active users and approximately 20 million mobile users. We strive to connect everything our company offers to our clients’ personal and financial goals so we can provide tailored solutions to fit their needs. It’s how we make this large company personal and how we help our customers, clients and communities thrive.
Boulder View Capital was established to serve a select group of clients, and to do so in a different way than most advisory firms. We provide smart financial planning and implementation of that plan. We deliver our recommendations as a fiduciary, communicating simply with understandable concepts and explanatory graphics and visuals. David brings more than 35 years’ experience in investment management and financial planning, retirement plans, employee benefits, insurance and risk management while Bonnie’s experience includes over 30 years’ in client services.
We care about our clients as people and it is our privilege to serve those who are often at or approaching points of major life transition: retirement, divorce, death of a spouse, college funding, receipt of an inheritance, or simply those who want to rest easy, knowing they are following a comprehensive financial plan.
Visit: http://www.boulderviewcapital.com to sign up for our innovative newsletter and to learn more.
Cave Creek Financial Associates, headquartered in Cave Creek, Arizona, was formed in 2006 by Natalie Nai-che to provide financial and bookkeeping services to small and medium sized businesses. Natalie is a Certified QuickBooks ProAdvisor . The principals in Cave Creek Financial Associates have experience in all aspects of business finances. Cave Creek Financial Associates prides itself with the ability to provide exceptional value to its clients. The principals, with over 50 years of combined experience, have held positions as Controller, Auditor, Accountant, Staff Accountant, Chief Financial Officer, Chief Information Officer and Project Manager. Our services include a full range of bookkeeping, management consulting and business process improvement services.
It’s a great feeling to help my friends and neighbors achieve their goals!
First American Title serves homebuyers and sellers, real estate professionals, loan originators, commercial property professionals, homebuilders and others involved in residential and commercial property transactions with products and services specific to their needs. With experience dating back to 1889, First American offers its services through our direct operations and a network of qualified agents across the United States as well as internationally. First American has 19 residential branch locations conveniently located throughout the valley of the sun ready to serve your clients.
History of the Firm
Foothills Accounting, Inc. was originally founded in 1973. In 1997 Robert A. Johnston, Jr. bought the practice with the vision of growing Foothills Accounting, Inc. into a business offering a wide variety of financial services. Bob employs a staff of highly qualified people who share his work ethic and his desire to provide quality work and excellent service at every level.
Bob’s vision came with his more than 25 years of experience in financial management. Prior to his acquisition of Foothills Accounting, Inc. Bob was the Chief Financial Officer for KQED, Inc., the third largest public television station in the country. Under Bob’s leadership, he established a formalized Financial Policy and Procedure Manual; installed a new computer system; initiated, planned, and spearheaded a bond issue which resulted in the financing of KQED’s new building; and managed the transfer of KQED’s pension fund assets into a more secure environment.
Bob has been working with individuals and businesses for 40 years, providing each client with personalized, hands-on service. Along with his B.S. from St. Mary’s College (Moraga, California) Bob is an Enrolled Agent. His professionalism and his integrity are the hallmarks of Foothills Accounting, Inc.
His core belief regarding each client is to “exceed your expectations.”
The Firm’s Philosophy and Goals
• To pursue the highest level of quality and efficiency regarding each type of work and service we provide.
• To charge fees which are fair and comparable to those firms offering the same services.
• To give each client the time and attention necessary to satisfy reasonable wants and needs.
• To accomplish each client’s work in a timely manner provided the client’s demands are reasonable in light of all the circumstances.