Daniel Dales - AXA Equitable

"BUILDING, MANAGING, AND PRESERVING YOUR WEALTH!"

Mission Wealth is a Tucson-based financial advisory firm that is dedicated to providing caring advice to individuals, organizations, and families, empowering them to achieve true wealth. With over 20 years of experience, their team of dedicated financial professionals offers personalized solutions in wealth management, investment management, tax management, charitable planning, estate planning, and more, ensuring their clients enjoy a fulfilling life while leaving a lasting legacy. As an employee-owned and operated firm, Mission Wealth has built a reputation for delivering proactive and comprehensive financial advice, serving a diverse range of clients, including retirees, pre-retirees, business professionals, family offices, nonprofits, and independent women. Their mission is to help clients navigate life's financial complexities, providing guidance and support to help them achieve their unique financial goals and aspirations.Generated from the website

Community Investment Corporation (CIC) is an economic development nonprofit based in Tucson, AZ, dedicated to empowering residents of Pima County and the surrounding area since 1996. They provide access to knowledge and financing for community members who are marginalized in the economy, offering down payment assistance for aspiring homeowners, loans for small businesses and nonprofits, and support for schools in areas such as capital access and bond compliance. CIC has made a significant impact in the community, providing $8 million in down payment assistance annually, lending $13 million to local Arizona businesses, and supporting 86,485 students across 163 campuses. They are committed to building an inclusive economy and have been instrumental in helping individuals and organizations pursue new opportunities and achieve their goals.Generated from the website