Sharefax Financial Services
Investment & Retirement Planning
- Helping you position accounts to reflect your needs of growth, income, safety, and long term care.
- Assessing your savings or investments to minimize taxes.
- Matching your investments for your situation.
- Giving you a second opinion of your current savings and investment accounts.
Featured Services
- Investments
- Life & Health Insurance
- Disability
- Retirement Planning
Investment Services for Individuals
Sharefax Financial Services
- About Sharefax Financial Services
- Services
- Sharefax Financial Services Office Locations
- Contact Sharefax Financial Services
Our Mission
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.
In today’s complicated financial markets it is important to work with a consultant with experience to help you work towards your financial goals.
Services
| Investments |
|
|---|---|
| Life Insurance |
|
| Health Insurance |
|
| Disability |
|
| Retirement Planning |
|
FINRA’s Broker Check
Investment Services for Individuals
Securities 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.
Speak with a Sharefax Financial Consultant, at a convenient Sharefax branch location.
Tom Berry, Financial Consultant
513-792-0301 X125
Sharefax Financial Services
1147 Old State Route 74, Batavia, OH, United States