Associations

• Canada Arizona Business Council (CABC)
  The Canada Arizona Business Council (CABC) is a non-profit Arizona Corporation whose purpose is to promote increased trade and investment between the State of Arizona and Canada.
• Crossborderplanning.com
  Crossborderplanning.com is the home of the Cross-Border Financial Planning Alliance, the first international network of independent, international financial planning firms and specialist advisors.
• The National Association of Personal Financial Advisors
  NAPFA, the National Association of Personal Financial Advisors, is the nation’s leading organization dedicated to the advancement of Fee-Only comprehensive financial planning.

Brokers

• Charles Schwab
  Charles Schwab is one of the nation’s largest financial services providers of securities brokerage, wealth management, and related financial and investment …
• Fidelity Investments
  Mutual fund company; provider of financial services; investment management; retirement and brokerage services.
• National Advisors Trust
  Provides innovative trust and custodial services – delivered through trusted independent advisors nationwide.
• RBC Bank
  RBC Bank is a full-service financial institution in the Southeastern United States that delivers straight-forward financial solutions along with practical advice and personal service.

Miscellaneous

• DocuBank
  DocuBank provides emergency access to your healthcare directives.