Account LoginRegister
Photo of Chris Bernard
  • Main Office
Street Address:
207 E Williams Field Road
Suite 101
Gilbert, AZ 85295-5256
  • Landmark:
    On the Southeast corner of Gilbert & Williams Field Roads, just East of Arby's and AutoZone
  • Phone: (480) 812-2886
    Fax: (480) 857-0559
  • Office Hours:
    Mon-Thur 9:00am to 6:00pm
    Friday 9:00am to 5:00pm
    Saturday 10:00am to 1:00pm
My background and achievements
  • Specializing in helping families new to the area
  • University of Wisconsin - Madison, B.S. Economics
  • Former Member Chicago Board of Trade
  • 20 plus years Financial Services experience
  • Former Member Chicago Board Options Exchange
1 of 2

  • Member of Gilbert Chamber of Commerce
  • Graduate of Gilbert Leadership Program Class XVI
2 of 2

Our primary goal is to identify the risks to our clients' financial security and to use our product offerings to manage these risks. Additionally, we work with our clients to design simple and flexible programs to create the realization of their financial dreams. We seek to become your first stop for all your insurance and financial service needs.