Wealth Management
American Community Bank works with GFI Wealth Partners to offer comprehensive wealth management services. There is no charge for consultations.
Office: (219) 237-6160
9410 Calumet Avenue
Suite 403
Munster, IN 46321
Services Offered
- Retirement Planning: 401(k), 403(b), SEP, Profit Sharing, Simple IRA, Roth IRA
- IRA rollovers/transfers
- Roth conversions
- Advice on plan selection and investment allocation
- Annuities - fixed and variable
- Estate planning assistance
- Mutual fund review
- Portfolio review
- College education planning
- Tax-advantaged investing
- Life insurance
- Educational seminars
Areas of Focus
- Investment Advice
- Asset Allocation
- Corporate and Individual Retirement Planning
- General Financial Planning
Investment advisory services offered through Raymond James Financial Services Advisors, Inc. GFI Wealth Partners is not a registered broker/dealer and is independent of Raymond James Financial Services, Inc. American Community Bank would receive compensation should you choose to become a client of the unaffiliated broker/dealer as a result of this introduction. Securities are: not insured by the FDIC or any other government agency; not a deposit or other obligation of, or guaranteed by, the depository institution; subject to investment risks, including possible loss of the principal amount invested. Securities are offered through Raymond James Financial Services, Inc. (RJFS). Member FINRA/SIPC. RJFS and American Community Bank are not affiliated. Information provided by registered representatives of Ramond James Financial, Inc. is neither tax nor legal advice. Investors should speak to their tax professionals for specific information regarding their individual tax situations. Check the background of these financial professionals on FINRA's BrokerCheck.