Tammy Paquette

Tammy Paquette
LPL Financial Consultant
Located at Arizona State Credit Union
280 W Main St
Safford, AZ 85546

Phone: 928.348.2012
Toll Free: 877.566.0517
Email: twealth@azstcu.org

As a regional financial consultant for LPL Financial located at Arizona State Credit Union, Tammy travels throughout the Safford area working with members to determine and help achieve their financial planning goals.

Her professional services include:

  • Professionally Managed Account
  • Tax-Free Investment
  • Tax-Managed Investments
  • Retirement Income Planning Strategies
  • Estate Planning and Wealth Transfer Strategies
  • Retirement Planning - (Traditional IRAs, Roth IRAs, 401k, and 403b accounts)
  • Portfolio Review and Financial Management Analysis
  • College Savings - (529 Plans and Coverdell Educational IRAs)
  • Small Business Retirement Planning - (SIMPLE IRAs, SEP-IRAs, and 401k's)
  • Insurance Needs Analysis

 

Securities and Insurance products offered through LPL Financial and its affiliates, Member FINRA/SIPC. Arizona State Credit Union is not a registered broker-dealer nor affiliated with LPL Financial.

NOT NCUA INSURED NO CREDIT UNION GUARANTEE MAY LOSE VALUE

This site is designed for U.S. residents only. The services offered within this site are available exclusively through our U.S. registered representatives. LPL Financial Services’ U.S. registered representatives may only conduct business with residents of the states for which they are properly registered. Please note that not all of the investments and services mentioned are available in every state.


 

Contact Us

LPL Financial located at Arizona State Credit Union

2355 W. Pinnacle Peak Rd.
Phoenix, AZ 85027
1-877-566-0517

Financial Advisors:

Scottsdale, Monroe, Pinnacle Peak, ASU West, and Glendale branches
(602) 467-4009

Tempe, San Tan, and Gilbert branches
(602) 644-4608

Prescott Valley, Prescott, and Chino Valley
(928) 649-7314

Tucson
(520) 784-5018

Safford
(928) 348-2012