Jonathan Groleau
Financial Consultant FIC, RICP®, BFA™
- Role
- Financial Consultant at Thrivent
- Location
- Columbus, OH, US
- LinkedIn followers
- 500 followers
About Jonathan Groleau
I’m a financial professional with experience helping individuals and families reach their…
Experience
Financial Consultant
Jan 2014 — Present
I help individuals and families develop a strategy to reach their financial goals and live generous lives. These financial goals could include:• Protecting the family with life insurance• Saving for retirement• Saving for a child’s college education• Charitable giving to their favorite organizations or causesNo matter what your goals, achieving them requires preparation. I help assess your current situation and develop a financial strategy that\'s customized for you. From strategies to help you grow your assets to preparing for retirement, I\'ll help you make informed decisions to stay on track with your goals.As a Fortune 500 not-for-profit membership organization, Thrivent helps its members achieve financial security by offering a broad range of products and services. What makes us different is what makes us strong. Because Thrivent is membership-owned, we don’t answer to shareholders. We make decisions based on our members\' best interests. In addition, we make it easier for you to help your congregation and community through outreach programs and activities.I am licensed to do business in licensed to do business in AL, AZ, CA, ME, MI, NC, NH, OH, PA, and WV (CA Lic I098265)For Thrivent social media guidelines and important disclosure information visit Thrivent.com/social.
Skills
- Finra Series 66
- Finra Series 7
- Estate Strategies
- Retirement Strategies
- Insurance
- Asset Allocation
- Education Funding
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