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Meet Michael Suggs, Financial Advisor
Where do you see yourself in 5, 10, or 20 years? Do your financial plans align with those goals? What if you had access to an experienced financial professional who...
A financial advisor you can trust
Where do you see yourself in 5, 10, or 20 years?
Do your financial plans align with those goals? What if you had access to an experienced financial professional who cared as much about your future as you do?
There are many important financial decisions that must be made throughout your life. Partner with Kelly Community Retirement and Investment Services to help with all your financial needs.
Whether you’re a newly married young couple, parents planning for your child’s education, planning for retirement or someone facing an unexpected job change, Financial Advisor, Michael Suggs can help you reach your financial goals.
More Information
Whether your goals are large or small, contact Michael Suggs today to schedule a no-cost, no-obligation appointment to discuss your individual needs:
- Money Management
- 401(K) Planning
- Estate Conservation
- Business Planning
- Insurance Planning
- Retirement Planning
- Investment Planning
- Education Funding
Check the background of Michael Suggs on FINRA’s BrokerCheck and the SEC’s Adviser Info site.
Why go it alone?
When it comes to planning your financial future, you want someone in your corner. Here's why you should choose us: 1. No strings attached. We'll sit down with you for...
Why go it alone?
When it comes to planning your financial future, you want someone in your corner. Here's why you should choose us:
1. No strings attached. We'll sit down with you for a completely free, no-obligation appointment to give you financial guidance. You keep the reins; we'll never pressure you to make decisions.
2. A local touch. We understand the specific financial needs that come with living in East Texas. Come speak to us face-to-face at any of our branches.
3. A proud history. We've been around for over 50 years. We're a fixture in the community, and proud to be a popular choice among the people who live here.
Disclosures
Securities sold, advisory services offered through CUNA Brokerage Services, Inc. (CBSI), member FINRA/SIPC, a registered broker/dealer and investment advisor. CBSI is under contract with the financial institution to make securities available to members. Not NCUA/NCUSIF/FDIC insured, May Lose Value, No Financial Institution Guarantee. Not a deposit of any financial institution. CUNA Brokerage Services, Inc., is a registered broker/dealer in all fifty states of the United States of America. FR-1855294.1-0717-0820