Arroyo Grande, California

FPO

Arroyo Grande, CA 93420

Click here for webinars, events and resources.

Everence Financial

Hours
Mon.-Fri. by appointment
Sat.-Sun. closed

Phone: (661) 747-4619

Meet our team

Phil Stangland, Financial Planner

Phil Stangland, CFP®

Financial Advisor

Contact:

P: (661) 747-4619

Location(s):
Arroyo Grande, CA

Rachel Swartzendruber Miller, Everence Financial

Rachel Swartzendruber Miller

Regional Director

Contact:

P: (319) 449-0953
T: (877) 656-4242
F: (319) 448-5864

Location(s):
North Newton, KS
Fisher, IL
Clovis, CA
Kalona, IA
Hutchinson, KS
Denver, CO
Soldotna, AK
Carlock, IL
Arroyo Grande, CA

Upcoming webinars and events

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Recorded webinars


If you didn't get a chance to attend a live webinar, you can browser our webinar library and get caught up.

News

Additional updates from Everence

Severely damaged house and car after hurricane Ian in Florida mobile home residential area.
Everence news

Everence Helps: Hurricane Relief matching gift initiative concludes

Generosity exceeds expectations, resulting in $200,000 for hurricane recovery efforts

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Published:

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Monthly Market Commentary

Get insights from Everence investment leaders on the economy and investment markets. 
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Banking

Keep yourself safe from identity theft

Take some time to learn about identity theft and ways to prevent it

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Published:

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Preparing for retirement

Your IRA rollover guide

Whether you're changing jobs or retiring, find out what you may do with your retirement savings

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Health and wellness

Medicare Scams, Fraud, & Abuse

Protect yourself and loved ones from Medicare scams with essential tips and resources from Everence

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Disclosure

Advisory services and securities may be offered through a third-party registered investment advisor or registered broker-dealer that is not affiliated with Everence Trust Company. Investments and other investment-related and/or securities products are not NCUA or otherwise federally insured, may involve loss of principal and are not guaranteed.