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Desert Financial Wealth Management advisors partner with Raymond James Financial Services to help you craft an investment strategy based on your goals, timeline and risk tolerance.
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Disclosures
Wealth Management:
Investment advisory services offered through Raymond James Financial Services Advisors, Inc.
Securities offered through Raymond James Financial Services, Inc., Member FINRA / SIPC, and are not insured by credit union insurance, the NCUA, or any other government agency, are not deposits or obligations of the credit union, are not guaranteed by the credit union, and are subject to risks, including the possible loss of principal. Desert Financial Credit Union and Desert Financial Wealth Management are not registered brokers/dealers and are independent of Raymond James Financial Services.
Raymond James financial advisors may only conduct business with residents of the states and/or jurisdictions for which they are properly registered. Therefore, a response to a request for information may be delayed. Please note that not all of the investments and services mentioned are available in every state. Investors outside of the United States are subject to securities and tax regulations within their applicable jurisdictions that are not addressed on this site. Contact your local Raymond James office for information and availability.
Links are being provided for information purposes only. Raymond James is not affiliated with and does not endorse, authorize or sponsor any of the listed websites or their respective sponsors. Raymond James is not responsible for the content of any website or the collection or use of information regarding any website's users and/or members.
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Insurance:
Insurance products and services are offered through Desert Financial Wealth Services, LLC dba Desert Financial Insurance Services. For Medicare insurance policies: We do not offer every plan in your area. Currently, we represent 10 organizations that offer 78 products in your area. Please contact Medicare.gov, 1-800-MEDICARE, or your local State Health Insurance Program (SHIP) to get information on all of your options. Desert Financial Wealth Services, LLC is a subsidiary of Desert Financial Credit Union. Insurance products and services are not insured by the NCUA, are not obligations of or guaranteed by the credit union or its affiliates and may be subject to risk.
Wills and Trusts:
Document preparation services are offered through Desert Financial Credit Union; an Arizona Supreme Court Certified Legal Document Preparation Business Entity (CLDP #81024). Legal document preparation services are not insured by the NCUA, have no credit union guarantee and do not provide legal advice.