Calhoun Liberty Employees Credit Union is pleased to announce our alliance with James E. Stefanoff, financial advisor with Ameriprise Financial, to make available investment and financial planning services to our members.
As an Ameriprise financial advisor, I believe success should be measured not just by your financial well-being, but by how confident you feel about your future. My mission is to help you reach your financial goals through a personal relationship based on personalized, knowledgeable advice. This focus is designed to help you reach your goals to experience financial confidence now and in retirement. I will look at your entire financial picture — cash reserves, debt management, investments, protection and taxes, ask targeted questions and listen closely to your answers. I want you to feel confident that the advice I provide reflects your unique dreams and goals.
Areas of Focus
- Investment Management
- Retirement Planning
- Wealth Preservation and Protection Planning
- Estate and Tax Planning
- Education Funding
Investments are not insured by the NCUA or any other credit union, are not deposits or other obligations of the credit union, are not guaranteed by the credit union, and are subject to risks, including possible loss of principal.
Ameriprise Financial and its representatives do not provide tax or legal advice. Consult your tax advisor or attorney regarding specific tax issues.
Ameriprise Financial and the credit union are not affiliated.
Investment advisory services and products are made available through Ameriprise Financial Services, Inc., a registered investment adviser.
© 2014 Ameriprise Financial, Inc. All rights reserved
To learn more or to schedule an appointment, contact your Ameriprise financial advisor, James Stefanoff:
Ameriprise Financial Services, Inc.
Located at DayMet Credit Union:
4988 Wagner Ford Road
P.O. Box 13087
Dayton, OH 45413-0087