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Client Portal

 Click the links below to access each website.

  • Account Summary Report
  • Brighthouse Financial (formerly MetLife)
  • Capital Group: American Funds
  • Charles Schwab
  • Axos Advisor Services (formerly E*TRADE Advisory Services)
  • Lincoln Financial Group
  • Manning & Napier Fund
  • The Pacific Financial Group
  • FireSky Financial Privacy Policy
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  • Contact Us
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  • Disclosures

Get In Touch!

  • CORPORATE AND MAILING ADDRESS


  • 7210 N. 16th Street
    Phoenix, AZ 85020

  • SATELLITE OFFICE

  • 1599 E. Orangewood Avenue
    Suite 150
    Phoenix, AZ 85020

  • (602) 748-1900
  • info@fireskyfinancial.com
  • BUSINESS HOURS

    Our main phone line is open Monday through Friday from 8am to 5pm (and closed from 12pm to 1pm for lunch).

    Summer Hours (May through Sept) - our offices will close at 4pm on Fridays.

FINRA’S BROKERCHECK

The content is developed from sources believed to be providing accurate information. The information in this material is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation.  The opinions expressed and material provided are for general information, and should not be considered a solicitation for the purchase or sale of any security.

We take protecting your data and privacy very seriously. As of January 1, 2020 the California Consumer Privacy Act (CCPA) suggests the following link as an extra measure to safeguard your data: Do not sell my personal information.

Due to various state regulations and registration requirements concerning the dissemination of information regarding investment products and services, we are currently required to limit access of the following pages to individuals residing in states where we are currently registered. Investments products and services available only to residents of AL, AK, AZ, AR, CA, CO, DE, DC, FL, GA, HI, ID, IL, IN, IA, KS, KY, LA, MD, MA, MI, MN, MS, MO, MT, NV, NH, NJ, NM, NY, ND, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, WA, WI, & WY. A broker/dealer, investment advisor, BD agent or IA rep may only transact business in a particular state after licensure or satisfying qualifications requirements of that state, or only if they are excluded or exempted from the states broker/dealer, investment adviser, or BD agent or IA rep requirements, as the case may be; and follow-up, individualized responses to consumers in a particular state by broker/dealer, investment adviser, BD agent or IA rep that involve either the effecting or attempting to effect transactions in securities or the rendering of personalized investment advice for compensation, as the case may be, shall not be made without first complying with the states broker/dealer, investment adviser, BD agent or IA rep requirements, or pursuant to an applicable state exemption or exclusion. Advisory Services & Securities offered through investment advisor representatives of United Planners’ Financial Services of America Member FINRA/SIPC.

*Advisory Services and Securities offered through UNITED PLANNERS' FINANCIAL SERVICES OF AMERICA, A Limited Partnership. Member FINRA & SIPC 7210 N. 16th Street, Phoenix, AZ 85020. (602) 748-1900. FireSky Financial and United Planners are Independent Companies.

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