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Arma Financial Services, Inc.




Arma Financial Services, Inc.is a member of NASD the National Association of Security Dealer. NASD is a self regulatory organization of the securities industry responsible for the operation and regulation of the NASDQ stock market and over the counter markets. It also administrates exams for the investments professionals, such as the series of 7 exams.
 
The Arizona Medical Association with the help of Merrill J. Sauriol, current Chairman and CEO, formed two subsidiaries in 1986 to provide high quality professional investment and retirement plan services to its membership.  These two companies, ARMA Membership Benefits, Inc. and ARMA Financial Services, Inc. have served over 1400 physicians. While serving the financial planning needs of physicians continues to be a very important part of their business, they have expanded their services to include qualified nonmembers.  They remain independent of any bank, brokerage firm, insurance company, trust company or mutual fund company thus avoiding any conflict of interest.
 
ARMA Financial Services, Inc. was created to provide quality asset management with the mission of helping you, the client, achieve your financial goals. Whether you are an experienced investor or novice looking for guidance, they can provide assistance. They will assess your financial goals, your tolerance for risk, and tailor an investment program that meets your individual needs. The services are Wealth Management, Separate Account Management, Retirement Planning, Risk Management and Small Business Planning.
 
ARMA Financial Services, where they still believe in high quality service and appreciate the opportunity to serve you. They also believe that their employees make us unique in a business where their clients have so many options to choose from.

The Company has the privilege of serving many clients over the years. It is their responsibility to know your priorities so that regardless of what services are provided to your family, they will act proactively in anticipation of your needs.

It is their sincere wish to make your financial lives as fulfilling as possible so as to free your time to embrace other aspects of your lives, whether it is spending time with family and friends, traveling, giving your time to a favorite charity, building a business or enjoying a good book.


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