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

Older couple backpacking in the mountains.
Preparing for retirement

Understanding Medicare

Online webinar
2:00 and 8:00 p.m.

Attend our webinar and get the information you need!

Event details

Event date:

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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

Bill Hartman (right), Everence Vice President of Organization and Fiduciary Services, presents a $50,000 donation check to Brad Fair, Development Manager at Mennonite Disaster Service. This contribution will support recovery efforts for those affected by a series of devastating hurricanes in the southeastern United States.
Everence news

Everence delivers $50,000 check to MDS for hurricane relief efforts

Community encouraged to support additional relief efforts through matching gifts

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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

People helping people

Arlene Miller and the roots of Everence Federal Credit Union.

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Published:

Mom and daughter celebrate daughter's new debit card.
Banking

Everence Federal Credit Union Awarded $10,000 Grant for Financial Literacy Initiatives through Greenlight Partnership

Everence partners with Greenlight to enhance youth financial skills.

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Published:

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Everyday Stewardship

Medical coverage that grows with you

Find the right Medicare insurance for your needs

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Published:

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Disclaimer

Securities offered through Concourse Financial Group Securities, Inc. (CFGS), Member FINRA/SIPC. Advisory services offered through Concourse Financial Group Advisors, a DBA for CFGS, a Registered Investment Advisor. Investments and other products are not NCUA or otherwise federally insured, may involve loss of principal and have no credit union guarantee.

Products and services offered through Everence Trust Company and other Everence entities are independent of and are not guaranteed or endorsed by Concourse Financial Group Securities, or its affiliates.

Access a copy of CFGS’s Form CRS.