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FINANCIAL ADVISING FOCUSED ON YOU!
Your financial future is a huge part of living a happy and successful life. Often times financial planning and Financial Advisors are viewed as overwhelming topics. That could not be further from the truth with St. Cloud Financial Investment Services. Like all our employees, they are local people who care about you and our community. They are here to help you be successful and will always do what is best for you and your life!
They will help you create a plan that's right for you with the investment choices, tools, and strategies that can help you with the financial goals that are right for your personal situation. From account options to investment tools, we can help you create the right combination for the life you want to live.
Meet your Team:
Bob Felix*
Financial Advisor(320) 258-2166rfelix@scfcu-invest.comhttp://brokercheck.finra.org/
Ann Frost
Registered Representative(320) 258-2179(320) 258-2166afrost@scfcu-invest.comhttp://brokercheck.finra.org/
Here is how we can help you with your financial goals:
- Asset allocation strategies
- Traditional, Roth, SIMPLE and SEP IRAs
- IRA rollovers
- Retirement planning
- College funding options
We will help you use the right combination of financial tools to construct your ideal portfolio.
You have many investment options:
- Equities, including US large cap, US small cap, and international stocks
- Mutual funds
- Index funds
- Fixed, variable and index annuities
- Unit investment trusts
- Exchange Traded Funds (ETFs)
- U.S. Government Bonds
With the right combination of investment strategies and tools, you can create the ideal portfolio to help you meet any future needs.
Down the road, as you age and develop a financial base, your needs may extend to asset protection in order to prepare for retirement and life beyond.
- Estate planning
- Trust establishment
- Life insurance policies and planning
- Disability insurance
- Long-term care insurance
Make your financial future a priority with a team committed to your success. Learn more about what the right financial planning can do for you today! We look forward to working with you!
*Bob Felix & Ann Frost
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Privacy OnlineOur website, http://www.ceteraadvisornetworks.com/ is a great way for current and potential customers and registered representatives to find out more about Cetera Advisor Networks’ products and services. It also offers users some handy "financial calculator" tools and market information. Rest assured that when you visit our site we will not try to gather any personal identifiable information from you without you knowing it. The following summarizes the extent to which we gather and use information obtained through our website:- Cookies – Our website does not utilize cookies—small bits of information which are sometimes sent by Web servers and stored on your hard drive. At no time will visitors to the Cetera Advisor Networks website be sent a cookie.
- Statistical Domain and Access Data – Please note that when you visit our website, no personally identifiable information about you, such as your e-mail address, will be automatically collected by us. In fact, unless you choose otherwise, the only information we may collect from your visits is some information regarding the domain from which you are connecting to our website (i.e., msn.com if you are connecting from Microsoft Network, or aol.com if you are connecting from America Online) and the pages you view while on our site. This information is collected solely for statistical purposes and is not used to identify individuals.
- E-mail and "Request More Information" Forms – In some cases, you may actually choose to provide us with your e-mail address or other personal information such as your address or phone number. For example, when you complete our "Request More Information" form, we request certain contact information from you so that we may properly respond to your inquiry. Likewise, if you send us an e-mail for any reason, you are by default providing us with an e-mail address. In most instances, your inquiry, whether it is an e-mail or a "Request More Information" form, will be forwarded to a Cetera Advisor Networks representative who is licensed in your area for a response. This is necessary to help ensure that your specific inquiry is answered in accordance with the laws and regulations in your state of residence. E-mail addresses or other information you voluntarily provide while visiting our website are used solely for the purpose of responding to your questions and concerns, and will only be shared with others in accordance with applicable laws and regulations, which in some instances may require sharing such correspondence with our legal and compliance departments or with state and/or federal regulators.
