GOSHEN – Jim Kirk has joined Interra Credit Union as a financial advisor.
Kirk comes to Interra with over 20 years of financial advising experience. Originally from Ohio, Jim recently moved back to the Midwest and resides in Shipshewana, Indiana with his family. “I look forward to serving Interra members with their retirement planning and wealth management needs,” Kirk said. “I can assist members in identifying their major financial objectives, recommend strategies and provide second opinions on financial situations,” added Kirk.
“Interra’s goal is to be a life-long, trusted partner for our members,” said Brandon Yoder, Vice President of Wealth Services. “Jim shares these goals, along with Interra Credit Union’s values of excellence in products and services, investment with our members and community all provided with strong integrity.”
He is available to meet with individuals to evaluate their financial situation, offer recommendations and coordinate their investment and insurance choices.
Products and services provided by the program include retirement planning, wealth management, mutual funds, education funding, 401(k) pension rollovers, life insurance, long-term care insurance, and other products to meet the needs of the credit union’s members.
For more information about Interra Investments, call 574-534-2506 ext. 6011 or email [email protected] for an appointment with Jim or any of Interra’s financial advisors.