KBID 847 Date Created: 12/8/2003 Date Modified: 3/23/2009
Yes!
Progressions offers the services of a Financial Planner and Registered Investment Advisor, through LPL. They are available to counsel members about and assist them in purchasing investment products such as stocks, bonds, mutual funds and annuities and can help members develop a plan to save for their kids’ college expenses, retirement or anything else.
Contact Jonna Damiano at 327-2949. There is no fee for the consultation.
Investment Product Available · Classic financial planning · Retirement planning · Money purchase plans · Estate planning · Tax-advantaged and wealth accumulation strategies · Fee-based asset management · Small business planning · Mutual funds · Stocks and bonds
Investment Product Available
· Classic financial planning
· Retirement planning
· Money purchase plans
· Estate planning
· Tax-advantaged and wealth accumulation strategies
· Fee-based asset management
· Small business planning
· Mutual funds
· Stocks and bonds