Jim Kirk Joins Interra Investments
April 23, 2020 - Jim Kirk has joined Interra Credit Union as a financial advisor, exclusively serving members through Interra Investments. He is now available to meet with individuals to evaluate their financial situation, offer recommendations and coordinate their investment and insurance choices.
“Interra’s goal is to be a life-long, trusted partner for our members,” noted Brandon Yoder, Vice President of Wealth Services. “Jim shares these goals, along with Interra Credit Union's values of excellence in products and services, investment with our members and community all provided with strong integrity.”
Kirk comes to Interra with over 20 years of financial advising experience. “I look forward to serving Interra members with their retirement planning and wealth management needs,” Kirk said. “I can assist members in identifying their major financial objectives, recommend strategies and provide second opinions on financial situations,” added Kirk.
Products and services provided by the program include: Retirement planning, wealth management, mutual funds, education funding, 401(k)/pension rollovers, life insurance, long-term care insurance, and other products to meet the needs of the credit union’s members.
The program works in cooperation with Interra and complements the wide range of products and services the credit union has available to its members.
Originally from Ohio, Jim recently moved back to the Midwest and resides in Shipshewana, Indiana with his family.
For more information about Interra Investments, call 574.534.2506 ext. 6011 or email wm@interracu.com for a no-cost, no-obligation appointment with Jim or any of Interra’s trusted financial advisors.
