Helping Members Understand Investment Opportunities for Their Financial and Retirement Security.
Bruce has many years of experience in the financial service industry working both in Germany and in the U.S.A. and has been with Sharefax Financial Services since 2007.
In today's complicated financial markets it is important to work with a consultant with experience to help you work towards your financial goals.
Bruce's office is located in the Batavia office of Sharefax Credit Union and he can be reached at 513.238.7857 or 513.753.2440, opt. #7.
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Each of our financial consultants has extensive professional experience and hold multiple securities and insurance licenses in order to help assist your financial needs. We are dedicated to developing lasting relationships with all Sharefax Credit Union members. We believe in helping you assess your financial goals and participate in the management of your finances. One of the benefits of working with us is our ability to provide clear, easily understood explanations of financial products and services that meet your needs now and into the future. The personalized program that we can provide is a roadmap with the objective of helping you work towards a more secure financial future. We are looking forward to using our expertise to help you pursue these goals.
Whether your concerns are the need for safety, growth, more income, taxes, long term care needs, or estate planning, we will customize a plan to help meet your various needs. We will then monitor your account and make adjustments as are needed for yourself, your spouse, or other family members as your financial situation or health conditions may change.
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