From Steve Carlson, CFP®, CMFC® - SPIRE Retirement & Investment Services
Steve has been working in financial services for over 21 years.
"It’s the relationships that keep me coming back. Communication is key – I’m not here to sell; I’m here to listen and to connect you with the products and strategies that best fit your financial goals."
Steve will work with you to develop a specific investment program personalized for you. He will identify your financial goals, implement an individualized financial program, and review your portfolio’s performance.
Investment and insurance products and services are offered through INFINEX INVESTMENTS, INC. Member FINRA/SIPC. SPIRE Retirement & Investment Services and SPIRE Wealth Management are trade names of SPIRE Credit Union.
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