Calhoun Liberty Employees Credit Union is pleased to announce our alliance with Ameriprise Financial
and James Stefanoff, Ameriprise Financial Services, Inc., to make available investment and financial
services to our members.
From our years of experience working with our members, we’ve learned that planning for the future is
about more than just numbers. It’s about who you are and what dreams you have. And we’re here to
help you find ways to achieve your dreams – whether it’s enjoying a secure retirement, funding a child’s
education, starting a business or buying a second home.
The first step in making progress towards your goals is to build an ongoing relationship with James
Stefanoff. As with any successful relationship, communication is the key. Regular, two-way
communications with Jim will help ensure your advisor is always aware of your current situation and
your future needs. Our collaborative approach to financial planning can help you define your dreams,
develop your plan for the future and track your progress over time.
You can be confident that with Jim, you’ll have the attention and resources of a company that will help
you achieve your goals and realize your dreams. Thanks for choosing us.
To learn more or to schedule an appointment, call Jim Stefanoff at 937-610-5570 or visit his website at
You may also email Jim directly at
|Brokerage, investment and financial advisory services are made available through Ameriprise Financial Services, Inc. Member
FINRA and SIPC. Investments are not insured by the NCUA or any other financial institution, are not deposits or other obligations of
the financial institution, are not guaranteed by the financial institution, and are subject to risks, including possible loss of principal.
Ameriprise Financial and Calhoun Liberty Employees Credit Union are not affiliated.
Calhoun Liberty Employees Credit Union
and Ameriprise Financial Services, Inc.