Understanding your life realities, priorities and financial needs allows us to specifically design financial strategies just for you.
Insurance Representative, Credential Financial Strategies Inc.
Mutual Funds Investment Specialist, Credential Asset Management Inc.
As an Insurance Representative, I understand there are various stages in a lifetime where you may be focusing on accumulating wealth, planning for your children’s education, or drawing on your life savings. Everyone has a unique financial situation, and together, I believe that we can build a investment plan tailored to your specific goals.
To contact Jennifer please call 1-866-706-5825 ext. 4300 or email firstname.lastname@example.org.
Credential Financial Strategies Inc. offers financial planning, life insurance and investments to members of credit unions and their communities. Mutual funds are offered through Credential Asset Management Inc.®Credential is a registered mark owned by Aviso Wealth Inc.
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