Retirement & Investment services
at Arizona Financial

Choosing the right path to meet your long-term financial goals is an important decision. Our advisors are here to help.

Request An Appointment

We Help the Investments You've Earned Create the Retirement You Deserve.

Financial Advisors to Help
Guide Your Investments

When you have multiple investment options available, decisions can become very complicated, very quickly. Let our advisors help you create a financial plan that is the perfect fit for you.

Arizona Financial Investment Solutions, available through Osaic Institutions Inc.1, are here to help you reach your investment goals. To review Osaic's background, visit FINRA's BrokerCheck website.

  • Retirement planning
  • Retirement income solutions
  • 401(k) rollover options
  • Stocks, bonds and mutual funds
  • Traditional and Roth Individual Retirement Accounts (IRA)
  • Annuities
  • Life and long-term care insurance

Request an Appointment

1 Investment and insurance products and services are offered through Osaic Institutions Inc. Arizona Financial Investment Solutions is a trade name of Arizona Financial Credit Union. Osaic Institutions and Arizona Financial Credit Union are not affiliated. Products and services made available through Osaic Institutions are not insured by the NCUA or any other agency of the United States and are not deposits or obligations of nor guaranteed or insured by any credit union or credit union affiliate. These products are subject to investment risk, including the possible loss of value.

Find the Right Financial Advisor

Experienced wealth management to help you with retirement planning in a 401k, IRA (Roth IRA or Traditional IRA) and more!

Ryan West, East Valley

Ryan has been a licensed investment representative since 2012. He attended college at Utah Valley University and has lived in Arizona with his wife since 2011. Ryan holds a series 66 and series 7 securities license as well as life, health and long-term care licenses. Ryan has been in the financial services industry since 2006.

Check the background of this investment professional on FINRA’s BrokerCheck2.

Ryan West Headshot
Devin Coger Arizona - Investment Representative

Devin Coger, West Valley

Devin has been a licensed investment representative since 2012. He graduated with a bachelor’s degree in Finance from Arizona State University and the W.P. Carey School of Business. Devin holds a series 66, series 7 and series 9 securities license, in addition to life and health licenses. Devin has been in the financial services industry since 2010. He and his wife enjoy attending sporting events and hosting friends and family in their Tempe home.

Check the background of this investment professional on FINRA’s BrokerCheck2.

2 Registered representatives are registered to conduct securities business and licensed to conduct insurance business in limited states. Response to, or contact with, residents of other states will be made only upon compliance with applicable licensing and registration requirements. The information in this website is for U.S. residents only and does not constitute an offer to sell, or a solicitation of an offer to purchase brokerage services to persons outside of the United States.

Retirement & Investment Resources

Blog Post

Your Five Step Guide to Starting Your Investment Account

There's no doubt that investing in the stock market can feel a bit scary. But it doesn’t have to be as intimidating as it seems. Here are five things you need to know before you start.

Read More
Blog Post

What You Need to Know: Individual Retirement Accounts

When it comes to retirement, 401(k) plans seem to hog the spotlight. But they aren’t the only thing out there in the retirement planning world. IRAs offer some interesting benefits you may want to consider.

Read More
Blog Post

Financial Planning Tips For Each Generation

One-size-fits-all-financial planning tips aren't always a good fit. Here’s why. There are five named generations (Gen Z, Millennials, Gen X, etc.). Does it make sense each would thrive with the same advice? Keep reading to learn the top two tips for your generation.

Read More

Frequently Asked Questions

What types of IRAs do you offer?

Arizona Financial offers Traditional and Roth IRA accounts in the form of Share Certificates – a conservative investment option. View our rates online and visit any of our branches to initiate the process to open an IRA.

Additional investment options
Choosing the right path to meet your long-term financial goals is an important decision. With all of the options – from Roth to Traditional IRAs, mutual funds to stocks – the decisions can become very complicated, very quickly.

Arizona Financial Investment Solutions, available through Osaic Institutions Inc.1 is here to help our members reach their goals.

Arizona Financial Investment Solutions offers a full range of financial products and services, including:

  • Retirement planning
  • Retirement income solutions
  • 401(k) rollover options
  • Stocks, bonds and mutual funds
  • Traditional and Roth Individual Retirement Accounts (IRA)
  • Annuities
  • Life and long-term care insurance
To review Osaic Institution Inc's background, visit FINRA's BrokerCheck website.

1 Investment and insurance products and services are offered through Osaic Institutions Inc. Arizona Financial Investment Solutions is a trade name of Arizona Financial Credit Union. Osaic Institutions and Arizona Financial Credit Union are not affiliated. Products and services made available through Osaic Institutions are not insured by the NCUA or any other agency of the United States and are not deposits or obligations of nor guaranteed or insured by any credit union or credit union affiliate. These products are subject to investment risk, including the possible loss of value.

Can I open a Checking, Savings, Certificate or Money Market account online?

Yes, new members can open a checking account online with our online application.

Youth, Teen and Individual Retirement Accounts must be opened in a branch.

Current members:
Existing Arizona Financial members can add a Savings Account, Money Market, or Savings Certificate through online banking:

  • Log in to your online account from a desktop or laptop (this form is not currently available in the mobile app)
  • Click on “Additional Services” from the blue bar at the top of the page
  • Select “Secure Forms” from the options provided
  • Select “Open Additional Accounts”
  • Fill out the form with your request and we’ll take it from there. 
  • The new account will be opened within 2 business days

If your banker instructed you to use our business banking options, please call us at 602-683-1000 for assistance, as this form is not currently available on the business platform. 

For a more personalized touch, stop by one of our branch locations or schedule an appointment to open an account with one of our representatives.

How can I save with fixed income?

While most people trying to trim their monthly budget tend to think there’s no way to lower fixed expenses, check out our blog 4 Ways To Trim Your Fixed Expenses for some helpful tips.