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Tag Archives: financial advice

Comprehensive Financial Management With a Financial Planner Located at Your Credit Union

If you’ve ever typed “financial advisor near me” into a search bar, you know how overwhelming the results can be. Big banks, robo-advisors, insurance salespeople wearing a planner’s hat, national wirehouses, etc. Everyone claims to have your best interest at heart. So when a new client finds me through the credit union, it usually means… (read more)

Credit Score Range – Higher Score Benefits

High Score Benefits Where do you fall on the credit score range? Closely managing your credit score is important, especially since consumers are reporting access to credit is harder to achieve right now. Your credit score is one of the key factors that lenders, like credit unions, use to approve a mortgage, auto loan, and… (read more)