Banking Archives

Wells Fargo Names Armstrong Business Banking Manager

Armstrong, Keri 2014

Wells Fargo today announced that Keri Armstrong has been named Business Banking manager overseeing Wells Fargo Business Banking in the Mesa and Yuma and Arizona Agricultural Banking. Todd Gerber, Area Business Banking manager for Arizona announced the appointment. “As the nation’s leading business lender, Wells Fargo is committed to satisfying all of the financial services… Read More →

Finance tips for Arizona’s young married couples


According to a survey conducted by The American Institute of CPAs, financial matters are among one of the largest issues creating conflict among young American couples. Financial values need to be addressed between young couples, before and after they say their vows. So, when discussing a dream vacation and envisioning the perfect home, why not… Read More →

NB|AZ Announces Opening of Camelback Wealth Center


National Bank of Arizona (NB|AZ) announced the opening of its new Camelback Wealth Center, which strengthens its commitment to the community and clients around the Camelback Corridor. The existing branch location at 4040 East Camelback Road was remodeled into the new wealth center, which blends executive banking and private banking under one roof. As one… Read More →

Chase Spurs Small Businesses, Affordable Housing


The JPMorgan Chase Foundation (NYSE: JPM) announced a $6 million grant to NALCAB—National Association for Latino Community Asset Builders—for a multi-market pilot project focused on job creation, affordable housing, and small business lending in predominantly Latino communities. The three-year initiative is being led by NALCAB, as the lead applicant and convener for the project. Partners… Read More →

First Fidelity's tips to conquer financial resolutions


According to Forbes, nearly 40 percent of people make New Year’s resolutions, but only 8 percent achieve their goals. Whether or not you have already made resolutions for 2014, consider taking a look at your personal and family finances to identify areas of financial improvement this year. “Most of the time, we are focused on… Read More →

Desert Schools Kicks Off 75 Years In Arizona


Desert Schools Federal Credit Union announced its forthcoming year-long plan to celebrate 75 years as the largest credit union in Arizona. Deemed the Shine On campaign, the centerpiece of the plan will feature a small number of local non-profits competing for a $30,000 grand prize. Highlighting charity organizations in six categories, the projects selected serve… Read More →

Miller Now President of FPA Greater Phoenix


This month, Jason Miller, CFP® is stepping into his new role as president of the Board of Directors of the Financial Planning Association of Greater Phoenix (FPA). Miller is head of financial planning, Western U.S. for BMO Private Bank, a wealth management firm offering a range of investment advisory and financial planning services to high-net-worth… Read More →

First Fidelity offers inspiration for financial gifts

Ways to Boost Financial Performance in Face of Economic Uncertainty
December 12, 2013 by in Banking | Featured

Financial resolutions are among the top five New Year’s resolutions for Americans each year, according to the United States Office of Citizen Services and Innovative Technologies. Why not help your loved ones get a jump-start on their resolutions during the holiday season? “During the holidays many focus on gifting the newest, hottest item,” said Kevin… Read More →

Washington Federal Promotes Hernandez to Assistant VP


Washington Federal announced Debbie Hernandez has been promoted to Assistant Vice President, Branch Manager. Hernandez has been with Washington Federal for more than 12 years. In her position, Hernandez is responsible for increasing loan production and client base by growing the business checking and savings accounts and consumer checking and savings accounts. She is also… Read More →

Important Changes for Year-End Tax Planning


With less than a month left in 2013, BMO Private Bank encourages Americans to turn their attention to tax planning. This is especially important given an increasingly complex tax code and recent changes such as the addition of the new Net Investment Income Tax (NIIT). “It’s important for taxpayers to educate themselves about changes in… Read More →

12 Best Checking Account Rates in Phoenix

December 9, 2013 by in Banking | Featured

The latest study from helps consumers identify the best checking accounts available in Phoenix. “The new year is a great time to re-evaluate your financial strategies,” said Amanda Garcia, finance reporter with “If you’re looking to boost your finances in 2014 and effectively regulate your spending, consider a high-yield checking account.” In addition… Read More →

First Fidelity gives safety advice for holiday shopping

November 28, 2013 by in Banking | Business News

Last year, Black Friday sales skyrocketed to $59.1 billion, according to the National Retail Federation. Additionally, ComScore, an online business analytics provider, reported that online spending on Black Friday in 2012 reached $1.4 billion, representing the heaviest online spending day in history. Amid the chaos and excitement of holiday spending, financial safety and common sense… Read More →

Wells Fargo Supports Neighborhood Revitalization

Tailoring Jobs

Wells Fargo & Company announced it will donate $75,000 to Native American Connections (NAC) of Phoenix as part of a $6 million in grants awarded across 67 nonprofits through its 2013 Leading the Way Home® program Priority Markets Initiative to  help stabilize and revitalize neighborhoods impacted by the economy.   The Leading The Way Home® program… Read More →

Washington Federal promotes Bush to senior VP

Trevor Bush
November 16, 2013 by in Banking | Business News

Washington Federal has announced that Trevor Bush has been promoted to senior vice president of Arizona retail banking. In his position, he is responsible for providing leadership to the 23 retail branches and two wholesale departments in Arizona. He is also responsible for designing and implementing strategies to develop new client relationships and provide the… Read More →