Join our Advia Financial Advisor, Todd Bertsch, as he hosts a casual open house discussing key items to consider when planning retirement and the first steps to prepare for a comfortable future.
Complimentary refreshments will be served. RSVP today!
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*Representatives are not tax advisors. For information regarding your specific tax situation, please consult a tax Professional.
Advisors with Advia Financial Advisors are registered representatives of CUNA Brokerage Services, Inc. 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.