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

 

Sharefax Financial Services logo

Investment Services for Individuals

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.

Bruce has many years of experience in the financial service industry working both in Germany and in the U.S.A. and has been with Sharefax Financial Services since 2007.

In today’s complicated financial markets it is important to work with a consultant with experience to help you work towards your financial goals.

Bruce’s office is located in the Batavia office of Sharefax Credit Union and he can be reached at 513.238.7857 or 513.753.2440, opt. #7.

Qualifications:

  • State of Ohio Insurance License
  • Series 6: Mutual Funds, Variable Annuities & Insurance Premiums
  • Series 63: The Uniform Securities Agent State Law Examination. The exam is designated to qualify candidates as securities agents, and it is intended to provide a basis for state securities administrator to determine an applicant’s knowledge and understanding of state law and regulations.
  • Series 65: The Uniform Investment Adviser Law Examination.

Services

Investments
  • Fixed and Variable Annuity Options
  • Mutual Funds
Life Insurance
  • Private Pensions
  • Pension Maximization
  • Mortgage Protection
  • Estate Taxes
  • Family Needs
  • Children
Health Insurance
  • Group or Indivdual
  • PPO, POS, HMO
  • Short Term Medical
  • HSA (CDHP)
  • Long Term Care
Disability
  • Salary Continuation
  • Business Office Expense
  • Key Person
  • Buy/Sell Coverage
  • Qualified Sick-Pay Plans
Retirement Planning
  • 401K & 403b Plan Review
  • IRA
  • IRA Rollover Considerations
  • Roth IRA

 

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.

Bruce T. Cyr

 

Bruce T. Cyr, Financial Consultant

+1 513.238.7857

+1 513.753.2440 Opt. #7

bruce@btcyr.com

 

 

Sharefax Financial Services

1147 Old State Route 74, Batavia, OH, United States

info@sharefax.org

Contact Us Today!

 
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