Investment Services

Will I have enough money to retire?
Is my IRA properly invested?
What about my 401k and rollover options?
Do I have enough life insurance?
Should I review my beneficiary designations?
How will I pay for long term care?
Will I have enough money for my kid's college?

Do you know how much money you need to retire comfortably and to remain comfortably retired? Would you like me to sit with you and figure it out?

My name’s Steve Franko, and I can assist CES Credit Union members with advice on some of the most important financial decisions in life. Whether it’s investment planning for retirement or college savings, or protecting your family with life insurance or long-term care insurance, I have the experience and resources to meet your goals and protect your family.

Call me for a free, no-obligation consultation at (740) 397-1136 ext 122, email me at sfranko@indcap.com or meet me at any of CES Credit Union's Service Centers upon request.

INDEPENDENCE CAPITAL COMPANY
Member FINRA, SIPC
 

Not NCUA or NCUSIF insured. May lose value. No credit union guarantee.

Securities offered through Independence Capital Company, Inc., 5579 Pearl Road, Suite 100, Cleveland, OH 44129, Phone (440) 888-7000. CES Credit Union, Inc. and Independence Capital Company, Inc. are both individual owned and operated.

 

Check the background of this investment professional on FINRA's BrokerCheck