Arroyo Grande, California

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, CFP®

Financial Advisor

Contact:

P: (661) 747-4619

Location(s):
Arroyo Grande, CA

Rachel Swartzendruber Miller

Vice President, National Markets

Contact:

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

Location(s):
Henderson, NE
North Newton, KS
Fisher, IL
Clovis, CA
Kalona, IA
Hutchinson, KS
Colorado Springs, CO
Carlock, IL
Arroyo Grande, CA

Upcoming and recorded webinars

Retirement age couple sitting on a pier looking out over a lake at golden hour.

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

Man sitting by a desk with a laptop and a phone with a fraud alert.

Family finances

Fraud Prevention: Made Clear

How to recognize, avoid, and recover from today's most common scams

Event details Sign up

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

Man holding money jar with DONATE word written text label for giving and donation.

Family finances

Charitable Tools: Made Clear

Hilarious generosity in a miserly world

Event details Sign up

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

Everence Federal Credit Union launches Everyday Rewards Credit Card

By Kristen Heisey

New rewards card offers simple cash back on groceries, gas, electric vehicle charging and other eligible purchases

Read article

Monthly Market Commentary

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

Grandma and Grandpa holding their granddaughter and laughing

Faith and Finance

Brush off the end-of-year charitable checklist

It's a perfect time to review your finances

Read article

Three Everence employees honored with new Core Value Awards

Employees also recognized for reaching tenure and educational milestones

Read article

White family of four look at an ipad over a table with a professional woman.

Transforming everyday giving

By Everence staff

Financial planning helped one family make a difference in their world today

Read article

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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.