Retirement savings, Wealth management, Tax intelligent investing Home | Northern Arizona Financial Services Co.
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PURSUE FINANCIAL FREEDOM

Whether you are saving for retirement or just starting to invest, we're here
to help you work toward your financial goals.

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EXPERTISE YOU CAN TRUST

EXPERTISE YOU CAN TRUST

What does it take to build your ideal retirement? The unique, comprehensive strategies and disciplined execution that put Northern Arizona Financial Services on the map.

We have only one focus: you. We'll work with you to provide personalized support every step of the way.

WE'RE WITH YOU EVERY STEP OF THE WAY

We'll work closely with you to develop a flexible financial strategy that can adjust to your goals, no matter what.

Errors and Omissions Insurance

Errors and Omissions Insurance

E&O insurance is specifically designed to protect you, or your company, from the risk of a client’s dissatisfaction.
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Protecting Your Business from the Loss of a Key Person

Protecting Your Business from the Loss of a Key Person

Business owners may be able to protect themselves from the financial consequences of losing a key employee.
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When to Self-Insure

When to Self-Insure

Choosing to bear the financial burden of an adverse event is called self-insuring. Do you know what that entails?
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HOW WE WORK

We offer comprehensive insurance solutions and smart protection strategies.

Jeff Augenstein

Jeff Augenstein, EA, NTPI Fellow

Owner, Registered Representative, Tax Professional

Linda Vasquez

Linda Vasquez

Internal Bookkeeping, Accounts Receivable

Melissa Rainwater-Fleming

Melissa Rainwater-Fleming, EA

Investment Adviser Representative, Tax Professional

Patrick Fleming

Patrick Fleming, EA

Owner, Chief Technology Officer

Roxanne Augenstein

Roxanne Augenstein, EA, NTPI Fellow

Owner, Payroll and Sales Tax Specialist

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