Financial and Investment Services in Minneapolis, MN
Financial and Investment Services
Wendy is a seasoned veteran in the financial industry with over 30 years of experience.
"I’m here to help explain how retirement works best for you, during accumulation, distribution and wealth transfer."
Wendy will work with you to develop a specific investment program personalized for you. She will identify your financial goals, implement an individualized financial program, and review your portfolio’s performance.
Investment and insurance products and services are offered through Osaic Institutions, Inc., Member FINRA/SIPC. SPIRE Retirement & Investment Services and SPIRE Wealth Management are trade names of SPIRE Credit Union. Osaic Institutions and SPIRE Credit Union are not affiliated. Products and services made available through Osaic Institutions are not insured by the NCUA or any other agency of the United States and are not deposits or obligations of nor guaranteed or insured by any credit union or credit union affiliate. These products are subject to investment risk, including the possible loss of value.
Securities licensed in: MN and WI
Insurance licensed in: MN and WI
Advisory registered in: MN
651-641-2298
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Worldwide > United States > Minneapolis > Financial and Investment Services