Our team is eager to provide our clients with unparalleled personal service. We are passionate about the financial services profession and we have a deep commitment to providing the highest level of service to our clients. Both of our sales assistants are Series 7 and 63 securities registered.
We use our extensive personal and professional experience in all areas of investment planning to help you pursue your goals. By giving our clients personalized and tailored services based on their needs, we can help them build an investment plan for their dreams today and tomorrow.
Buck Bandura is the President who holds the CERTIFIED FINANCIAL PLANNER™ designation. He holds AZ Life Insurance, Series 66 and Series 7 registrations.
Dan Saba is the Portfolio Administrator who holds the CERTIFIED FINANCIAL PLANNER™ designation. He holds AZ Life Insurance, Series 66 and Series 7 registrations.
CFP® certificants are individuals who have met the CFP® Board's education and experience requirements. CFP® certificants adhere to high standards of ethical conduct and complete the CFP® Board's certification requirements, including continuing education.