INVEST Financial Corporation

 

ChrissyChrissy Ward
Contact Me

Fifty-Seven percent of American workers have saved less than $25,000 for retirement, and 28% have saved less than $1,000.

Employee Benefit Research Institute, 2015

 

Focus Spotlight

Chrissy’s Monthly Tip 

Money Habits That May Help You Become Wealthier

 

Planning for your future doesn’t have to be painful.

As a service to Cornerstone members, our in-house INVEST financial advisor, Chrissy Ward, offers complimentary consultations. Whether it’s about retirement, investments or insurance, Chrissy will develop a customized plan based on your specific financial and personal goals. Chrissy is noted for her long-term relationships with Cornerstone members because once you’ve both determined a plan, she’ll be monitoring and assessing the plan’s success and making recommendations accordingly.

TAX PLANNING INVESTING RETIREMENT

 

About Christina A. Ward
Christina graduated from the University of Pittsburgh where she studied Finance and Economics. She is also a graduate of the Universitat Freiburg in Freiburg Germany where she studied International Business. Christina has been working with individuals, couples and small business owners for more than 15 years in the areas of financial planning and investments.

Professional Qualifications and Registrations
Christina is a Registered Representative of INVEST Financial Corporation and maintains her Series 7, Series 65, Series 63 and her Life Insurance Licenses.

 

 

INVEST Financial Corporation’s Privacy Policy

Important Consumer Information
This site is for informational purposes only and is not intended to be a solicitation offering of any security and;
1. Representatives of a broker-dealer (“BD”) or investment advisor (“IA”) may only conduct business in a state if the representatives and theBD or IA they represent
   (a) satisfy the qualification requirements of, and are approved to do business by, the state; or
   (b) are excluded or exempted from the state’s licensure requirements.

2. Representatives of a BD or IA are deemed to conduct business in a state to the extent that they 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.

INVEST Financial Corporation (INVEST), member FINRA/SIPC, and its affiliated insurance agencies offer securities, advisory services and certain insurance products. INVEST is not affiliated with Cornerstone FCU or other entities named. Products are:
~Not FDIC or NCUA insured ~ Not Bank or Credit Union Guaranteed ~ May lose value including loss of principal.

This website may contain concepts that have legal, accounting and tax implications. It is not intended to provide legal, accounting, or tax advice. You may wish to consult an attorney, tax advisor, or accountant regarding your specific situation. No representations are made as to the accuracy of the information contained herein or any information contained in any link provided herein.