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. For more information and
to request a free insurance quote,
click here, or call Jerry Grimm at
513-467-9500.
Property
and casualty coverages are underwritten by a member of the Sentry
Insurance Group,
Stevens Point
,
WI
. For a complete listing of companies, visit sentry.com. Policies,
coverages, benefits and discounts are not available in all states and are
subject to individual underwriting rules. The Advantage discount is not
available on all policy types and is contingent on premiums paid by
payment option the company deems acceptable. See policy for complete
coverage details.
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.
After running his own successful small business for 15 years, Steve entered the financial industry being securities licensed with Fidelity Investments in 2000.
Since then he has sold and managed insurance and investments services for individual and institutional accounts, working at Fifth Third, US Bank and now working as an independent agent.
He has a deep and diverse background in customer relations and growing individual client accounts. Steve’s focus on building great relationships and customer service is a great fit with Sharefax Credit Union. We invite you to stop in and meet him and see if he can improve your investment portfolio or insurance products.
Steven's office is located in the Mason office of Sharefax Credit Union and he can be reached at (513) 753-2440 Option 7.
Qualifications:
Life, Property, Casualty and Health Insurance Licensure
Mutual funds, Variable Annuities & Insurance Premiums Series 6 License
BRUCE T. CYR Sharefax Financial Services Representative (Batavia)
Bruce has many years experience in the financial service industry working both in Europe and in the USA.
He holds his State of Ohio insurance license and the FINRA securities series 6, 22 and 63.
In today’s complicated financial markets it is important to work with an advisor with the experience and trust to help you reach your financial goals.
Bruce's office is located in the Batavia office of Sharefax Credit Union and he can be reached at (513) 753-2440 Option 7.
Qualifications:
State of Ohio Insurance Licensure
Mutual funds, Variable Annuities & Insurance Premiums Series 6 License
Securities Series 63 License
Securities Series 22 License
D. TAFT HALL Sharefax Financial Services Representative (Milford, Evendale)
Taft
has worked in the financial and insurance industry for the past 21 years,
holding the LUTCF Designation.
He currently serves on the executive board of the
National Association of Insurance and Financial Advisors (Cincinnati Chapter). Taft specializes in Pension Rollovers, Pension Maximizations and Retirement Programs (IRA’s and Roth IRA’s). He currently holds a Life, Annuity and Health insurance license for the state of Ohio and Kentucky and carries Series 6 and 63 licenses for security sales.
Taft has enjoyed, since July of 2006, working with the Sharefax Credit Union Staff and helping members better understand their financial options for retirement and helping the members to reach all of their financial goals.
Taft's office is located in the Milford and Evendale office’s of Sharefax Credit Union and he can be reached at (513) 753-2440 Option 7.
Qualifications:
LUTCF (Life Underwriter Training Council Fellow)
Life, Annuity and Health Insurance Licensure (Ohio / Kentucky)
Mutual funds, Variable Annuities & Insurance Premiums Series 6 License
Securities Series 63 License
TIMOTHY EDWARD MACKEY Sharefax Financial Services Representative
Tim
has over twenty five years in the financial services industry specializing in
helping individuals and businesses with
retirement planning and income distribution.
The main point that Tim would like for people to know about him professionally
is that he is here to listen to, and service their particular and unique set of
financial circumstances.
Tim can be reached at (513) 753-2440 Option 7.
Qualifications:
Series
7: general securities registered representative license
Series
24: securities license entitling holder to supervise and manage branch
activities
Series
66: combined series 63 & 65
Series
63: entitles holder to solicit orders for any security in a particular state
Series
65: agent / investment advisor
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
Securities offered through L.M. Kohn & Company, Registered Broker/Dealer Member FINRA & SIPC
9810 Montgomery Road Cincinnati, OH 45242
Retirement
Planning
401k/IRA Rollovers
Pension Planning
Investments
& Retirement Planning
Don't
out live your money!
Mutual Funds
Annuities
Equities
Guarantees Lifetime Income
Planning
College Funding
529 plan
Contact Garry
Kohn at (513) 489-7526 ext. 112.
Insurance
Life, Disability, Long Term Care
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.
Any
investments through L.M. Kohn are not guaranteed by Sharefax or any
affiliated entity.
Annuities
& Securities are NOT federally insured.
Investments
will fluctuate in value & involve investment risks, including the
possible loss of principal.
