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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.
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Three Step
Investment Planning Process
- Evaluate your financial position and goals.
- Develop a sound financial strategy.
- Implement the strategy and monitor the results.
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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
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Contact Investment Representative Jim Weisser for an appointment.
1-218-253-4381
or toll free @
1-800-994-0753
jweisser@unitybanking.com |
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