Joe Balsamo

Wealth Advisor @Motor City Community Credit Union

Windsor, ON, CA
MOBILE NUMBERS
+91 *********19

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WORK HISTORY

Sep 2024 — Present

Wealth Advisor @Motor City Community Credit Union

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SKILLS

Estate PlanningCritical IllnessInvestmentsWealth ManagementWealth AccumulationRetirement PlanningRetirement SavingsSavingsInvestment AdvisoryDisability InsuranceLife InsuranceFinanceInvestment Strategies

ABOUT JOE BALSAMO

Is investing confusing? Come and see me for a coffee and some clarity.A sip today for a secure tomorrow!With over 18 years of experience in the financial field, I have acquired the skills necessary to help you reach all of your current and future financial goals. I am able to assist you with any and all of your investment and/or insurance needs. Whether for personal or business, involving estates or trusts, I have the resources available to get the job done.When you need someone you can trust with your investment or insurance needs or want a second look at your current situation, contact me today.

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Joe Balsamo — Wealth Advisor at Motor City Community Credit Union in Windsor, ON, CA | Unifers