Marty has spent more than 25 years helping people in Northwest Indiana achieve their financial and retirement goals.
My job is to understand the goals and dreams you have for the future, and help you develop a plan that will help you accomplish them. Let's work together to develop a plan to help you retire more comfortably, protect your assets and financial future or fund you children's or grandchildren's education. Along the way I’ll help you monitor and assess your progress and help you make sound financial decisions to keep you on track - or to help get you back on track if necessary. Regardless of your goal, I have the tools and financial products to help make it happen.
219-365-0900 or 800-866-2181 Ext. 5778
8615 Wicker Ave.
St. John, IN 46373
Together we'll answer the tough questions to give you peace of mind:
It's easy to get started. Please contact me for a no-cost, no-obligation consultation.
Representatives are neither tax advisors nor attorneys. For information regarding your specific tax situation, please consult a tax professional. For legal questions, including a discussion about estate planning, please consult your attorney. Securities sold, advisory services offered through CUNA Brokerage Services, Inc. (CBSI), member FINRA/SIPC , a registered broker/dealer and investment advisor. CBSI is under contract with the financial institution to make securities available to members. Not NCUA/NCUSIF/FDIC insured, May Lose Value, No Financial Institution Guarantee. Not a deposit of any financial institution. CUNA Brokerage Services, Inc., is a registered broker/dealer in all fifty states of the United States of America. FR-2001356.1-0118-0220
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