Investment and Insurance Services Now Available
- Financial planning: Retirement, Estate, College, or General planning
- Investments: Mutual Funds, Variable Annuities, Fee based accounts,
- Insurance: Life, health, long term care, disability, fixed and index annuities, and has access to auto and home insurance
- Tax Preparation
- Retirement Plans for businesses: 401k, Simple IRAs, Sep IRAs, Payroll deduction IRAs and 529 plans
- Seminars: Investment and Financial Related seminars for your business or Organization
Keith is available for appointment times on Tuesdays at our Jefferson Pointe office and Thursdays at our North Clinton office. He can also meet on other days at other branches. Call him today at 484-2102 ext. 265 or email him at klayman@americanportfolios.com to set up your free initial consultation.
- Not NCUA or ESI Insured
- May Lose Value
- No Credit Union Guarantee
- Not a deposit
- Not Insured by Any Government Entity
For more information please visit www.appletreefinancialgroup.com
