Banking and Insurance Programs

Exclusive Financial Services Deliver Added Value

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As a FirstService Residential Arizona association client, you can utilize the services of FirstService Financial, Inc., our affiliated financial services company. FirstService Financial offers a full selection of quality financial services exclusively to the affiliated firms of FirstService Residential.  By leveraging its portfolio of over 9,000 clients, FirstService Financial can deliver products that add significant value.  Although all of FirstService Financial’s financial services are optional, many associations choose to take advantage of this opportunity due to the added value they provide.  

FirstService Financial offers a full line of financial services including:

Banking Programs

  • Reserve Program – FirstService Financial’s reserve programs have historically provided above-average interest rates on reserve, capital improvement and escrow accounts

  • Lockbox Program – High quality, affordable lockbox service programs provide seamless monthly payment collections, with multiple payment options

  • Cash Reserves Program – Designed for homeowners associations and condominiums, FirstService Financial's Cash Reserves Program offers significantly higher earnings than money market or savings accounts, with immediate access to funds 

  • Lending Services for Associations – As an agent for our affiliates, FirstService Financial helps associations fulfill their financing requirements with certainty and flexibility to facilitate or assist in loan placements exceeding $500 million 

Insurance Programs 

  • Commercial Insurance Products
    FirstService Financial has been bringing value-added services to our affiliated management companies across North America since 1997. FirstService Financial merged our commercial and residential property management expertise with Worthington Insurance Agency, a full-service insurance brokerage company, to help clients manage the complex insurance purchase and loss mitigation process. Worthington continually works with insurance carriers to increase the number of participants competing in a marketplace and/or create new products that meet the needs of management clients.

  • Premium Financing
    FirstService Financial Premiums, Inc. is a specialized finance company providing premium financing for our commercial insurance policies. FirstService Financial Premiums offers competitive interest rates and terms to properties managed by FirstService affiliates.


Learn more about how FirstService Residential Arizona’s services can benefit your association.

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