|
|
|
|
 |
Your journey to financial security begins with Unity Insurance and Investments, located at Unity Bank North. We know there are few things more important than your personal finances. And to reach your financial goals requires patience, discipline, and most importantly, the right partner.
Investment Representative Jim Weisser can help you design and implement solid investment strategies that are personal and unique to your particular needs. Whether your goals involve preparing for retirement, providing for your child's education, or securing income for today's expenses, Jim can help point you in the right direction toward financial success.
|
Three Step
Investment Planning Process
- Evaluate your financial position and goals.
- Develop a sound financial strategy.
- Implement the strategy and monitor the results.
|
Unity Insurance and Investments services include:
- Mutual Funds*
- IRAs
- 401(k)
- SEPS
We also give you access to products underwritten by well-known life insurance companies:
- Life
- Variable Life
- Fixed Annuities
- Variable Annuities**
|
Contact Investment Representative Jim Weisser for an appointment.
1-218-253-4381
or toll free @
1-800-994-0753
jweisser@gaa.net
|
*Mutual Funds are sold by prospectus. Their value will fluctuate so that upon redemption it may be worth more or less than their original cost. Carefully consider the investment objectives, risks, charges and expenses before investing. This and other information is contained in a prospectus available from your registered representative. Read the prospectus carefully before investing. |
**Variable Annuities are long term investment vehicles intended for retirement purposes. They are sold by prospectus and their value will fluctuate so that upon redemption they may be worth more or less than their original cost. Carefully consider the investment objectives, risks, charges & expenses of the contract and sub-account(s) before investing. This and other information is contained in the product & sub-account(s) prospectus available from your registered representative. Read the prospectuses carefully before investing. |
- Not FDIC Insured
- May Lose Value
- No Bank Guarantee
|
Securities and Investment Advisory Services offered through
Great American Advisors®, Inc.
Member FINRA and an SEC Registered Investment Advisor
Home Office: 525 Vine Street, Cincinatti, OH 45202
Jim Weisser is a Registered Representative of GAA and an Investment Advisor Representative of GAA
GAA is not affiliated with Unity Bank North or Unity Insurance and Investments
www.finra.org
|
We are compensated in two ways. Planning services as investment adviser representatives are fee based. Implementation of suitable recommendations through our broker/dealer results in commissions in addition to the planning fee. A conflict of interest may exist if products of insurance companies affiliated with the broker/dealer are purchased. All of this information is fully disclosed in writing at the time of entering into an advisory contract.
|
|
|
