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A Personal Financial Professional

Personal Financial ProfessionalMost companies will tell you that the product they are selling is better than the competitions. As an independent firm, we are never tied to a particular product provider, but we also think that it often is not the most important thing.

We believe that the most important factor in achieving long-term goals is your behavior! And the primary influence upon behavior is the quality of advice you are either getting, or are not getting. While we sell products, our financial professionals provide you advice.

Economic uncertainty, market volatility and other factors can create a lot of fear. Having a relationship with a competent financial professional who understands your needs, knows where you are at, and is helping you achieve your goals is critical!

While the trend has been to “do it yourself” we believe that for most people it’s a bad idea. That’s because it’s not simply about buying and selling products, its about having those products align with your long term goals and having someone to talk to and monitor your progress towards your goals.

We believe in long term client relationships. It’s not just about getting to retirement, it’s about getting through retirement. Our goal is to help you achieve yours.

Meet with one of our representatives today!

Branches

Arizona

Morgan Ayers
15331 W. Bell Road
Suite 212
Surprise, AZ 85379
Ph: 623.875.9339

California


Steven Gonzalez

333 City Blvd West Ste 1700
Orange CA 92868
Ph: 714.441.8950

Michele Feliz
22415 La Palma Ave
Yorba Linda, CA 92887
Ph: 714.692.7712

John McCarthy
17291 Irvine Blvd, Building B, Suite 340
Tustin, CA 92780
Ph: 714.200.1776

Nevada

Steven Smit
1674 Highway 395 Suite 208
Minden, NV 89423
Ph: 530.314.9171

Oklahoma

Robert Sutton
1225 W. Rogers Blvd, Unit B
P. O. BOX 785
Skiatook, OK 74070
Ph: 918.698.1454

Copyright © 2007 - 2023 Parsonex Securities, Inc. All rights reserved. Member FINRA / SIPC. This site is designed for U.S. residents only. Parsonex Securities’ financial professionals may only conduct business with residents of the states for which they are properly registered. Please note that not all of the products and services mentioned are available in every state.

Investments are not FDIC-insured, nor are they deposits of or guaranteed by a bank or any other entity, so they may lose value. Investors should carefully consider the investment objectives, risks, charges and expenses of each fund. This and other important information is contained in each fund's prospectus and summary prospectus, which can be obtained from a financial professional and should be read carefully before investing. Parsonex Financial Services is the marketing name for Parsonex Securities and affiliates. Securities offered through Parsonex Securities, Inc. Member FINRA / SIPC. 8310 S. Valley Highway, Suite 110, Englewood, CO 80112, 303-662-8700.

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