FINRA has investor education materials such as BrokerCheck, which provides insight into firms and financial advisors.

Outside Sources

Michael Bogle

Licensed Fiduciary
East Valley Fiduciary
7165 E. University Dr; Ste 171
Mesa, AZ 85207
(480) 985-0936

 

Mark A. Wilson – Attorney

Wills – Power of Attorney – Probate
2133 E. Warner Road; Ste 104
Tempe, AZ 85284
(480) 491-5700


David Carpenter

Home - Auto - Commercial - Bonds
5316 N. 7th Ave
Phoenix, AZ 85013
Cell: (602) 722-2892 (best)
Office: (602) 374-6556


Rob Merrill 

Certified Legal Document Preparer
Legal Solutions
6750 E. Main St.
Mesa, AZ 85205
(40) 832-9092

 

Arlene Rheinfelder, EA

Certified Legal Document Preparer
Prescott Tax & Paralegal, LLC
www.PrescottTax.com
(928) 778-3113

 

I encourage you to call me at (602) 690-9358 before calling any of the vendors listed above for some friendly guidance and advice. 

Disclaimer of endorsement:  Those indicated above may provide general legal information, but may not give legal advice.  No one listed on this page is an attorney.  The information regarding those listed above and their products and services does not constitute or imply an endorsement or recommendation by John N. Nanni, John N. Nanni, MBA, JW Cole Financial, nor JW Cole advisory. Further, John N. Nanni, John N. Nanni, MBA, JW Cole Financial, nor JW Cole Advisory control or guarantee the accuracy, quality, sufficiency, timeliness or completeness of the products and services provided by these vendors.