Helping Members Understand Investment Opportunities for Their Financial and Retirement Security.
Each of our financial consultants has extensive professional experience and hold multiple securities and insurance licenses in order
to help assist your financial needs. We are dedicated to developing lasting relationships with all Sharefax Credit Union members.
We believe in helping you assess your financial goals and participate in the management of your finances.
One of the benefits of working with us is our ability to provide clear, easily understood explanations of financial products and services
that meet your needs now and into the future. The personalized program that we can provide is a roadmap with the objective
of helping you work towards a more secure financial future. We are looking forward to using our expertise to help you pursue these goals.
Whether your concerns are the need for safety, growth, more income, taxes, long term care needs, or estate planning, we will customize
a plan to help meet your various needs. We will then monitor your account and make adjustments as are needed for yourself, your spouse,
or other family members as your financial situation or health conditions may change.
Tom has many years of experience in the financial service industry.
In today's complicated financial markets it is important to work with a consultant with experience
to help you work towards your financial goals.
Tom's office is located in the Eastgate office of Sharefax Credit Union and he can be reached at 513-792-0301 X125 or firstname.lastname@example.org.
It is never too early to get started on your investment plans. Tell us more about your goals, and we will get you started on a plan to achieve them.
Sharefax Financial Services
Securities and advisory services offered through L. M. Kohn & Company, Registered Broker/Dealer, Member FINRA/SIPC/MSRB, 10151 Carver Road, Suite 100,
Cincinnati, OH 45242, (800) 478-0788. Investments through L. M. Kohn & Company are not guaranteed by Sharefax or any affiliated entity. Annuities & Securities are
NOT federally insured by the NCUA. Investments will fluctuate in value & involve investment risks, including the possible loss of principal.
Sharefax Financial Services Registered Representatives are not employees or agents of Sharefax Credit Union and are completely independent
of the products and services provided by Sharefax Credit Union.
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