Let’s Talk About the Future
In serving the members of Progressions Credit Union, LPL Financial has always known that no two clients are exactly alike or share the same exact goals. That’s why, when it comes to helping you invest in your financial future, our financial consultant seeks to get to know you – your plans, hopes, needs, and concerns – before attempting to offer a strategy.
Once your unique circumstances and current investments and savings have been thoroughly assessed, our LPL financial consultant will make recommendations designed help you work towards your objectives.
See the most recent client letter from LPL Financial HERE.
Meet Jonna LPL Investment Wealth Consultant
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Since 1996, I have been meeting people just like you who are concerned with their financial future. It is our goal to encourage our clients in making informed, educated decisions with a commitment and service that exceeds their expectations.
It takes time and careful consideration to develop and maintain a financial plan. Its success requires monitoring and rebalancing of investments, keeping track of paperwork and staying abreast of constantly changing regulations. It also means reviewing your strategy to accommodate changing priorities and goals to make sure you are on track with your lifetime goals.
My goal is to make a difference for you, your family and your future. I want to build long-term, trusted relationships that span multiple generations.
I can help with the following:
- Review your current investments, assess them in light of your financial goals, and help you align the two.
- Assist you in creating a portfolio that reflects your investment objectives and risk tolerance.
- Help you plan for retirement.
- Give you information on tax-deferred savings plans.
- Complete an insurance analysis.
To get more information about these Investment Planning Services visit my website at www.jonnadamiano.com
Jonna Damiano RICP® 601 W Mallon Spokane WA 99201 (509) 327-2949 firstname.lastname@example.org
Securities and Advisory services offered through LPL Financial, a registered investment advisor. Member FINRA/SIPC. Insurance products offered through LPL Financial or its licensed affiliates. Progressions Credit Union is not a registered broker/dealer and is not affiliated with LPL Financial.
The LPL Financial registered representative associated with this site may only discuss and/or transact business with residents of the following states: WA, ID, AZ, MT
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