Retirement Planning and Investment Services Available Through CPR Wealth Advisors
St. Paul Federal Credit Union has partnered with "Your Retirement Team", CPR Wealth Advisors, to provide Retirement Planning and Investment Services to St. Paul Federal members. CPR Wealth Advisors has an established relationship with St. Paul Federal and over 25 years of experience in working with similar financial institutions.
"Your Retirement Team" is comprised of a qualified and trusted team of financial advisors specializing in Comprehensive Planning for Retirement. The Team provides an array of financial services to meet the unique needs and objectives of each client.
Services available through CPR Wealth Advisors
- Retirement Planning
- Estate Planning
- Portfolio Management
- Income Tax Strategies
- Tax-Free Investments
- Tax Deferred Investments
- Mutual Funds
- Life Insurance
- Long-Term Care Insurance
On Line Video Link
"Your Retirement Team" Local Financial Advisors
651-772-8744, ext 732
651-772-8744, ext 512
Chris Reisdorf and Kevin Flynn are the Financial Advisors available to meet during most business hours and at other times by appointment. Chris and Kevin would welcome the opportunity to meet with you to discuss your financial goals.
Investment Centers of America, Inc. (ICA) member FINRA, SIPC and a Registered Investment Advisor, is not affiliated with St. Paul Federal Credit Union or CPR Wealth Advisors. Securities, advisory services and insurance products offered through ICA and affiliated insurance agencies are (1) not insured by the NCUA or any other federal government agency, (2) not a deposit or other obligation of, or guaranteed by any credit union or their affiliates (3) are subject to risks including the possible loss of principal amount invested.
This site is for informational purposes only and is not intended to be a solicitation or offering of any security and (1) Representatives of a registered broker-dealer ("BD") or Registered Investment Advisor ("IA") may only conduct business in a state if the representative and the BD or IA they represent (a) satisfy the qualification requirements or and are approved to do business by, that state; or (b) are excluded or exempted from that state's registration requirements. (2) Representatives of a BD or IA are deemed to conduct business in a state to the extent that they would provide individualized responses to investor inquiries that involve (a) effecting, or attempting to effect, transactions in securities; or (b) rendering personalized investment advice for compensation. (3) We are registered to offer securities in the following states: MN and WI.