Rory Lea

Financial Professional at Charterpoint Wealth Strategies

Role: Financial Professional at Charterpoint Wealth Strategies
Location: Minneapolis, MN, US
LinkedIn followers: 500 followers

Finance & AccountingView LinkedIn profile

About Rory Lea

Update please

Experience

Financial Professional
Charterpoint Wealth Strategies
Jul 2016 — Present · Minnetonka, MN
I am a registered representative of and offer securities and investment advisory services through MML Investors Services, LLC, Member SIPC Supervisory address: 100 South Fifth Street, Suite 2300, Minneapolis, MN 55•••12)

Skills

Retirement Planning
Retirement
Estate Conservation Strategies
Employee Benefits
Life Insurance
Long Term Care Insurance

Contact information

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Work email
•••••@charterpointwealthstrategies.com
Personal email
•••••@•••••.com
Direct dial
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Current company

Charterpoint Wealth Strategies

Financial Services · 15 employees · Plymouth, Minnesota, United States

We offer a straightforward approach to building financial strategies focused around you, your schedule, your circumstances, and your objectives. We take the time to understand your needs, explain different options to you and earn your trust before offering possible solutions. By working with our Financial Services Representatives, you can take meaningful, manageable steps toward developing an integrated strategy to help achieve a secure financial future. Since your financial situation is bound to change, we work with you over time to monitor your progress and help ensure you are on track to achieving your goals.

charterpointwealthstrategies.com

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