
A Financial Consultant
of our very own.
Now available for private consultation, Charles Batchelder; registered
broker/dealer with Norhtern Capital Securities Corporation. Charlie is
available for appointments at the Gardiner Federal Credit Union Office
on Brunswick Avenue in Gardiner. He is also available, by appointment,
at the member's convenience either at the member's home or at his home
office at 34 Dennis Street in Gardiner. Charlie is available to help with
a wide range of financial issues, including, but not limited to debt reduction,
college funding, retirement funding, and general investing for wealth
building. Charlie is licensed as a life insurance agent in Maine and has
securities' licenses which include Series 6, 7, 24, 63 that enable him
to sell life insurance, IRA's, 403(b)'s, 401(k)'s, Simple IRA's, Fixed
and Variable Annuities, and Education IRA's using such investment vehicles
as stocks, bonds, mutual funds, CD's and annuities in tax-deferred or
regular accounts.
Charlie says, "Planning is everything when it comes to financial success."
There are six basic issues to address while designing a personal financial
plan:
· Where you are now
· Where you want to be
· How to get there
· How to avoid financial setbacks
· How to limit taxes
· How to pass on more to your children
Members of Gardiner Federal Credit Union are urged to take advantage of
in-house help with your investments. If you have any questions, or want
to talk about your financial future, give Charlie a call to set up a free
consultation. He can be reached at (207) 582-2010 (Home Office); (207)
582-8264 (Home); or a message may be left with a Teller at Gardiner Federal
Credit Union.
Unlike share certificates and other credit union products, investments
products are not NCUA Insured, may lose value and are not guaranteed
by or otherwise obligations of Gardiner Federal Credit Union. Securities
offered through Northern Capital Securities Corporation: Member NASD,
MSRB, and SIPC.
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