Our team of professionals are
at the top of their game.
Yuerg Eichmann, Founder
Yuerg is a licensed Certified Retirement Financial Advisor and Vice President of the Society of Certified Financial Advisers CRFA.
As a member of the National Association of Fixed Annuities (NAFA) and a licensed insurance agent in the states of Arizona (license #908054), Washington (license #859643), and Idaho (license #423524), Yuerg has all the qualifications to help his clients determine the best way to protect their nest egg.
His extensive education and many licenses are crucial to navigate through the complex field of investments. He graduated with an MBA at the top of his class from the Benedict School of Economics in Berne, Switzerland. He holds multiple licenses within the state of Arizona covering all important aspects of capital preservation. His innovative solutions to complex retirement financial planning has helped hundreds of clients managing and preserving their hard earned retirement funds in up-and-down markets.
His credo is the sequence of return. If the market is in a down-turn, the average retiree simply can’t afford this loss while depleting retirement funds. Yuerg will show you that outliving your retirement funds shouldn’t be the reason for sleepless nights.
Ray Flores, Financial Advisor
Ray is a licensed life insurance agent and financial advisor with Swiss American Financial Solutions. He holds an MBA from Thunderbird School of Global Management, and dual undergraduate degrees in finance and international business.
Ray has over 20 years of progressive experience encompassing positions in Finance, Real Estate, Business Development and Management. Ray has studied abroad in three countries, trilingual / tri-literate and currently studying a fourth language. An avid fan of working with the community, he is the past president of the WeMAR-kable Toastmasters Speakers club and enjoys mentoring for the Arizona Big Brothers Big Sisters of Arizona.
Ray truly enjoys the process of financial planning and retirement income solutions by creating mutual trust and respect, one client at a time.
Kristie Martin, Administrative Assistant
As our trusted liaison to clients, Kristie manages all aspects of financial transactions and personal affairs.
She is a customer service professional with a decade of interface experience, and a results-driven financial advisor with proven ability to establish complete client satisfaction. Her diligent approach to managing both crucial client and company documents as well as transactions has contributed towards our success.
She is dedicated, focused, and excels at completing multiple tasks simultaneously. Kristie’s commitment to achieve project goals always delivers high quality results for our clients.
CONTACT US
SWISS AMERICAN FINANCIAL SOLUTIONS
17505 NORTH 79TH AVE, SUITE 215
GLENDALE, ARIZONA 85305
TAP TO CALL 602-703-6611
All written content on this site is for information purposes only. Opinions expressed herein are solely those of Swiss American Financial Solutions (SAFS) and our editorial staff. The information contained in this material has been derived from sources believed to be reliable, but is not guaranteed as to accuracy and completeness and does not purport to be a complete analysis of the materials discussed. All information and ideas should be discussed in detail with your individual adviser prior to implementation. Advisory services are offered by Swiss American Financial Solutions, a Registered Investment Advisor . Being registered as a registered investment adviser does not imply a certain level of skill or training. Swiss American Financial Solutions is not affiliated with or endorsed by the Social Security Administration or any other government agency. For a complete description of investment risks, fees and services, review the firm brochure (ADV Part 2A) which is available from your Investment Advisor Representative or by contacting SAFS.
The presence of this website shall in no way be construed or interpreted as a solicitation to sell or offer to sell advisory services. All written content is for information purposes only. It is not intended to provide any tax or legal advice or provide the basis for any financial decisions.