Why USA

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Financial Planners, Annuities & Retirement Insurance Plans, Financial Planning Consultants

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(480) 905-0101Visit WebsiteMap & Directions9719 N Hayden RdScottsdale, AZ 85258 Write a Review

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Why USA

Charitable Giving
Since the Lincoln administration signed our national bank charter No. 24 in 1863, we’ve drawn on our financial strength to serve customers. This has been especially evident in times of need, such as during the COVID-19 pandemic. Our response by the end of 2020 included a $20 million premium pay program for our employees, relief assistance and 108,000 Small Business Administration Paycheck Protection Program (PPP) loans for our customers, and $30 million in expedited charitable contributions for our communities. As a result, we’re proud to have been named the most essential bank amid the pandemic in a ranking by The Harris Poll.

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Paradise Valley (6 miles)
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Neighborhood: McCormick Ranch
AKA: Why USA Financial
Other Link: http://whyusa.com
Categories: Financial Planners, Annuities & Retirement Insurance Plans, Financial Planning Consultants, Financial Services, Investment Advisory Service, Investment Management, Mutual Funds, Retirement Planning Services

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Phone: (480) 905-0101

Address: 9719 N Hayden Rd, Scottsdale, AZ 85258

Website: http://whyusa.com

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Why USA

Charitable Giving
Since the Lincoln administration signed our national bank charter No. 24 in 1863, we’ve drawn on our financial strength to serve customers. This has been especially evident in times of need, such as during the COVID-19 pandemic. Our response by the end of 2020 included a $20 million premium pay program for our employees, relief assistance and 108,000 Small Business Administration Paycheck Protection Program (PPP) loans for our customers, and $30 million in expedited charitable contributions for our communities. As a result, we’re proud to have been named the most essential bank amid the pandemic in a ranking by The Harris Poll.
Roth IRA
Real Estate Taxes
If you missed any regular mortgage paymentsâ€”or paid less than the regular amountâ€”because you were on a forbearance plan, the mortgage interest, real-estate taxes, and/or mortgage insurance paid as reported on your 1098 statement may be impacted.

Investment Management
This information represents the opinion of U.S. Bank and U.S. Bancorp Investments and is designed to be educational and informative. The views are subject to change at any time based on market or other conditions and are current as of the date indicated on the materials. This is not intended to be a forecast of future events or guarantee of future results. It is not intended to provide recommendations and/or specific advice concerning retirement accounts or investment planning. It is not intended to be construed as an offering of securities or recommendation to invest. Not for use as a primary basis of investment decisions. Not to be construed to meet the needs of any particular investor. Not a representation or solicitation or an offer to sell/buy any security. Investors should consult with their investment professional for advice concerning their particular situation.
Mutual Funds
If you’re an experienced investor, we offer a way to control how your money is invested. Manage your own portfolio with a self-directed brokerage account from U.S. Bancorp Investments. Choose from stocks, options, exchange-traded funds (ETFs) and over 10,000 mutual funds to trade.
Wealth Management
Wealth Management from U.S. Bank and U.S. Bancorp Investments will partner with you to bring clarity to your financial life and help you work toward your goals. Our U.S. Bank wealth specialists offer trust and estate and wealth management banking services while our U.S. Bancorp Investment professionals provide wealth planning, investments and insurance support.

Financial Planning
Choose the retirement investing approach that fits you best. Whether you want to invest online or prefer personal financial planning guidance offered by a Wealth Management Advisor from U.S. Bancorp Investments or a U.S. Bank Private Wealth Advisor, we have options to meet your needs.
Retirement Planning
Planning ahead can help you be better prepared to manage your retirement income. Key considerations for your retirement strategy may include pensions and annuities, drawdown strategies and the age you start taking Social Security distributions.
Annuities
Investment and insurance products and services including annuities are available through U.S. Bancorp Investments, the marketing name for U.S. Bancorp Investments, Inc., member FINRA and SIPC, an investment adviser and a brokerage subsidiary of U.S. Bancorp and affiliate of U.S. Bank.
Long Term Care
Protect what matters with life, disability and long-term care insurance through U.S. Bancorp Investments’ personalized insurance strategies.
Asset Management
How will you weather market unpredictability while keeping an eye on long-term growth? The U.S. Bank Asset Management Group creates investment strategies for a wide array of investors. Using thoroughly vetted, non-proprietary investment products, we’ll help create a diversified portfolio that reflects your unique goals and risk tolerance.

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