Archives: FAQ

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  • How do I improve credit score?

    by Peter J. Creedon

    A great credit score reaps many benefits, it allows for cash-back deals and better chances at loans and mortgages. Here are ways to improve your credit score: Make Payments on time  Keep your debt within the limit  Use 30% of your credit  Keep monitoring your account for any irregularities 

  • What We Do? (Services)

    by Peter J. Creedon

    Financial Planning  There are 3 (three) approaches to Financial Planning: Single issue, Multi-purpose or Comprehensive plans. Your CERTIFIED FINANCIAL PLANNER™ will determine which approach best meets your financial needs, goals and objectives based on data-gathering information provided by you the investor/client. (note* CERTIFIED FINANCIAL PLANNER™ words in all caps is not an error throughout the…

  • Who is eligible to open an account? (Opening an Account)

    by Peter J. Creedon

    Legal U.S. resident, 18 years of age or older. A resident will possess a valid Social Security Number or Tax Identification number. Non-US citizens are eligible if pending U.S. immigration documentation is filed, or an Individual (non-US citizen) is married to a U.S. citizen.  

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