Wealth Planning with Summit Financial

Wealth Planning with Summit Financial

26 Minuten

Beschreibung

vor 4 Jahren

Centric is proud to partner with Summit Financial to provide our
members with access to experts in wealth advising, estate
planning, and investing. As an additional way to help our members
Live Better, you can go to any of Centric’s five locations or
online at MyCentric.org to get connected with a Summit Financial
Wealth Advisor. Summit Financial can assist anyone, no matter age
or dollar amount. Centric’s partnership with Summit Financial
comes as an added resource to reaching your financial hopes and
dreams. If you’ve met with a Centric Certified Credit Union
Financial Counselor and have gotten your budget and credit where
you want it, you will want to continue to look towards what you
want your future to hold. Summit Financial and Centric share the
ultimate value and purpose of helping our community and members
reach their goals and Live Better.

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