Internet Banking Cash Management Revenue Manager
 William H. "Bill" Harris |
Sunrise Bank of Arizona distinguishes itself in the marketplace with a strong client focus and the integrity with which we introduce you to a wide array of wealth management choices through Capitol Wealth Advisors (our wealth management service provider).
Capitol Wealth Advisors´ commitment is to assist you, your families and your businesses in meeting your wealth management needs by providing advice and quality service through a dedicated advisory relationship. Through this relationship, you have access to a complete suite of wealth services.
Let us help you in achieving your life goals by:
- understanding your unique client relationship
- guiding you with a trusted, experienced representative
- delivering the right services and best value to fulfill your financial objectives
Simply put… you get a rewarding experience.
You can choose from our complete program for wealth management:
- Investment management (retirement planning, portfolio analysis, 401k, IRA, 529 college plans, self directed IRA´s)
- Brokerage (online trading, full-service sales and trading components)
- Insurance (term life, whole life, universal life; annuities; and long term care insurance)
- Financial and Tax Planning*
- Trust (services to be offered through a preferred service provider)
Professional Profile
Brokerage, Investment Management & Insurance Services
Trust & Estate Services
Online Trading
Glossary of Financial Terms
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Online Tools
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PAL Portfolio Account Link |
PRIMEVEST Financial Services, Inc. is an independent, registered broker/dealer and registered investment adviser. Member FINRA/SIPC. Securities and insurance products offered by PRIMEVEST: * Not FDIC insured * May go down in value * not financial institution guaranteed * Not a deposit * not insured by any federal government agency. Advisory services may only be offered by Investment Adviser Representatives in connection with an appropriate PrimeVest Advisory Services Agreement and disclosure brochure as provided.
Representatives are registered to conduct securities business, and licensed to conduct insurance business in limited states. Contact with residents of other states will only be made upon completion of applicable licensing and registration requirements.
* For a comprehensive review of your personal situation, consult your tax or legal advisor. Neither PrimeVest, nor any of its representatives may give tax or legal advice. Mutual funds, variable annuities and UITs are sold by prospectus. Investors should consider the investment objectives, risks, charges and expenses of the investment company carefully before investing. The prospectus contains this and other information about the investment company. A prospectus is available from a registered representative.
The information in this website is for U.S. residents only and does not constitute an offer to sell, a solicitation of an offer to purchase brokerage services to persons outside of the United States.
View PRIMEVEST privacy policy and other important information.
PrimeVest Financial Services, Inc.
400 1st Street South, P.O. Box 283
St. Cloud, MN 56302
1(800) 245-0467
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| � 2006 Sunrise Bank of Arizona |
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