Investment & Insurance Solutions
Investment Products
- Stocks
- Bonds
- Mutual Funds
Some policies are brokered. Read carefully before you invest or send money.
Insurance Products
- Life Insurance
- Variable Universal Life
- Term Life
- Whole Life
- Universal Life
- Joint and Survivor Life
- Long-Term Care Insurance
- Disability Income
Some policies are brokered. Read carefully before you invest or send money.
Annuity Products
- Fixed Annuities
- Variable Annuities
- Equity Index Annuities
Some policies are brokered. Read carefully before you invest or send money.
The right financial choices can shape your future. Whether you're planning for retirement, education, or protecting your family, we offer investment and insurance solutions to help you get there.
Call us at 260.435.5198 or email us to schedule your no-obligation appointment with a financial advisor.
Meet Our Investment Services Director
Matthew Carrier
Director of Investment Services
260.435.5198
Email
Check the background of investment professionals on FINRA's BrokerCheck.
Investment Advisory Services offered through Investment Advisor Representatives of Cambridge Investment Research Advisors, Inc., a Registered Investment Adviser.
Securities offered through Registered Representatives of Cambridge Investment Research, Inc., a broker-dealer, member FINRA/SIPC, to residents of: FL, IN, OH, MI, MS, NC, VA, TN. Fixed Insurance products are offered through Fort Financial Wealth Management.
Cambridge, Fort Financial Wealth Management and Fort Financial Credit Union are not affiliated. Non-deposit Investment products are not NCUA insured, not credit union guaranteed, may lose value. NCUA information that appears below relates to credit union services and should not be construed as applying to investment services.
Other Disclosures
