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Insurance
& Investments
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Save Money
On Your Auto and Homeowners Insurance |
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We are pleased to announce that Sharefax
Credit Union has teamed up with Sentry Insurance to provide you with
money-saving discounts on your auto and homeowners insurance.
As a member, you are eligible for an
additional discount of up to 10 percent, as well as have access to other
preferred customer perks.
Sentry Insurance, one of the largest and
strongest mutual insurance companies in the country, was founded in 1904
and is headquartered in Stevens Point, Wisconsin. With assets of more than
$10 billion and a policyholder surplus of $2.81 billion, Sentry Insurance
is rated A+ by A.M. Best, the industry's leading rating service.
There is no better time to switch insurance
companies. Please contact Jerry Grimm at 513-467-9200 or via email
for a free, no-obligation quote.
Go to Jerry's Website |
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Sharefax
Financial Services
Sharefax Credit Union has joined
forces with L.M. Kohn & Company, brokerage and investment management, to
provide our members and small business owners with financial and investment
advice in-house at each of our four locations.
With your membership at Sharefax you
may receive free advice and consultation with licensed professionals that can
help you decide what is best for your financial future.
To learn more about the products and
services offered through Sharefax Financial Services or to make and appointment,
contact a registered representative at (513) 753-2440
Option 7 or complete
our email reply card.
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Retirement
Planning
- 401k/IRA Rollovers
- Pension Planning
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Investments
- Mutual Funds
- Annuities
- Equities
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College Funding
- 529 plan
- Contact Garry
Kohn at (513) 489-7526 ext. 112.
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Insurance
- Life, Disability, Long Term Care
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For more general questions and more information
regarding Retirement Planning, Investments and Insurance contact: Tim Mackey or Taft Hall
at (513) 753-2440 ext. 1111.
Securities offered through L.M. Kohn &
Company, Member FINRA/SIPC, 9810 Montgomery Road Cincinnati, OH 45242, (513)
792-0301, registered Broker/Dealer. 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.
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Any
investments through L.M. Kohn are not guaranteed by Sharefax or any
affiliated entity.
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Annuities
& Securities are NOT federally insured.
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Investments
will fluctuate in value & involve investment risks, including the
possible loss of principal.
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