With over 14 years of experience in the industry as a Financial Advisor, I believe that financial management is of great importance to everyone, regardless of assets, income or circumstance. I know that each client is unique in their own goals, needs, or desires and their financial plan must be equally unique. My focus is always on first understanding my clients' needs, educating them on their options, and then using the right tools and plans to help fulfill their goals.
I live in Walker with my husband and we love spending time with our family and enjoy being on the beautiful trails & lakes in the area. I'm involved in the Walker community through several civic boards and foundations. I also volunteer in the elementary school for the "Teach Kids to Save" program and a reading listener program.
You are invited to stop by my office for a complimentary consultation to help you determine the steps to managing your financial future.
|Sheri Winter, Financial Advisorfirstname.lastname@example.org|
First National Investment Services
Phone: (218) 547-1160
Our Investment Services include:
Mutual Funds • Stocks & Bonds • Tax Deferred Annuities • Government Securities
Our Retirement Services include:
Traditional & Roth IRA's • Simple IRA's • SEP Plans • 401(k) Plans
Our College Saving Services include:
529 Plans • Coverdell Education Savings Plans • UGMA/UTMA Custodial Accounts
First National Bank North offers investment services to our customers through Cetera Advisor Networks LLC. Cetera is a leading broker/dealer providing a full range of financial services to individuals as well as employers throughout the United States. Cetera strongly emphasizes training and compliance, and adds an extra level of integrity that ultimately best serves the individual investor. We at First National Bank believe strongly in our customer's financial security, and feel Cetera will provide you with sound financial counseling and direction.
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Securities and investment advisory services offered through Cetera Advisor Networks LLC, member FINRA/SIPC. Cetera is under separate ownership from any other named entity. Investments are: not FDIC insured - may lose value - not financial institution guaranteed - not a deposit - not insured by any federal government agency.