Broker Check

Professional Resource

In our experience working with clients, we understand that additional financial assistance may be required in various areas. While we always recommend interviewing multiple professionals, we are pleased to provide you with some contacts who have shown to be valuable industry resources to our clients.

These professionals are not affiliated or registered with Cetera Investment Services LLC. Any information provided by them are no way related to Cetera Investment Services LLC or its registered representatives.

Mortgage Officers

Julie Piccione

Julie Piccione

Reasy Financial LLC

Senior Loan Officer
Email: julie.piccione@reasyfinancial.com

Phone: 602-620-3580
NMLS ID: 409747

14100 N 83rd Ave Suite B-230

Peoria, AZ 85381


Julie Piccione is a Mortgage Broker with Reasy Financial LLC, bringing over 25 years of experience in banking and mortgage lending. Known for her dedication and expertise, she provides exceptional service to first-time homebuyers, investors, and families upgrading their homes. Julie excels in navigating complex financial situations, offering informed guidance tailored to her clients' needs. She also gives back to the community as the founder of Changed By Fire, a nonprofit supporting burn survivors. Her commitment to service and education ensures lasting trust and lifelong relationships with her clients.

Learn more
Chaim Gruenzweig

Chaim Gruenzweig

NOVA Home Loan

Loan Officer
Email: chaim.gruenzweig@novahomeloans.com

Phone: 845-263-0856
NMLS ID: 2515483

6720 N Scottsdale Rd Ste 160

Scottsdale, AZ 85253


Chaim Gruenzweig is a trusted mortgage loan originator known for his integrity, deep industry knowledge, and ability to simplify complex financial concepts. With expertise in loan structuring and real estate investment strategy, he helps high-income individuals and families leverage mortgage solutions to build long-term wealth. His background working with special needs young adults shaped his patient, personalized approach to guiding clients through important financial decisions. Chaim collaborates closely with financial advisors and real estate professionals to ensure his clients receive strategic, well-informed guidance tailored to their goals. Committed to professionalism and service, he empowers clients with the knowledge and confidence to make smart, strategic investments in real estate

Learn more

Insurance - Property, Casualty, Liability, etc.

Raymond E Grim

Raymond E Grim

Raymond E Grim Agency LLC, American Family Insurance

Insurance Agent

Email: rgrim@amfam.com
Phone: 623-876-1793

12213 W Bell Rd Ste 212

Surprise, AZ 85378


Raymond has proudly owned and operated his insurance agency in Surprise, AZ since 2001, earning the community's trust through his extensive knowledge and experience. Specializing in auto, home, life, and business insurance, he is known for delivering honest and high-quality service. Beyond work, Raymond is a dedicated community member, volunteering his time and resources to support local events and initiatives. A man of faith and family, he actively participates in church activities and prioritizes nurturing strong values at home. Clients and colleagues alike regard him as not just an outstanding agent but also a genuinely exceptional individual committed to helping others thrive.

Learn more
Michael and Natalia Nelson

Michael and Natalia Nelson

Connect Insurance

Insurance Agent

Email: michael@connectinsgrp.com

Phone: 602-649-2955

2737 E Greenway Rd Suite 4
Phoenix, AZ 85032

We are Independent Insurance Brokers passionate about helping families protect their financial futures with tailored solutions. Natalia’s experience as a Physical Therapist Assistant fosters empathy and a service-first approach, while Michael’s decade in the insurance industry emphasizes understanding clients’ unique needs. Together, we prioritize integrity, open communication, and trust, building long-lasting relationships with those we serve. Guided by faith, teamwork, and a love for the outdoors, we find inspiration in activities like hiking, camping, and spending time with family. Our shared dedication ensures every client receives exceptional service and peace of mind.

Learn more

Tax Advisors

Medicare