Serving Bloomington and the surrounding area for the past 3 years.
Email Christopher Casey
Office: (952) 888-2772
x230
Fax: (952) 888-6253
Cell: (952) 334-6482
As your financial advisor, I can help direct you toward achieving the financial goals that are most important to you. The financial plan I develop will address your goals, your priorities, your concerns, your ability to set aside money and your financial situation. You decide how to use the plan. I'll be there to assist you in any way possible. I'll also be available to monitor your progress and update your plan as your needs change.
Products Offered:
- Life insurance (term, whole and universal)
- Disability income insurance
- Long-term care insurance
- Medicare supplement
- Annuities
- Critical illness insurance
- Health insurance
- Mutual funds
- Employee benefit plans
- College savings plans
- Pension plans, 401(k)s
- Retirement plans (IRAs, Roth IRAs)
Copyright Mutual of Omaha Insurance Company. All rights reserved.
AFN40101-534
Insurance products and services are offered by Mutual of Omaha Insurance Company or one of its affiliates. Individual medical coverage available through Mutual of Omaha Marketing Corporation and is underwritten by various insurers. Each underwriting company is solely responsible for its contractual obligations. These policies have exclusions, limitations and reductions. Product availability varies by state.
Life insurance and annuities underwritten by United of Omaha Life Insurance Company. United of Omaha is licensed nationwide except in New York. In New York, Companion Life Insurance Company underwrites life insurance and annuities.
Investment products and advisory services are offered by Mutual of Omaha Investor Services, Inc., a broker-dealer and registered investment adviser. Home Office: Mutual of Omaha Plaza, Omaha NE 68175-1020. Mutual of Omaha Financial Advisors is a Division of MOIS. The information provided is general in nature. It has been obtained from sources believed to be reliable, but no warranty is made as to its accuracy, timeliness or completeness. The information is not intended, and should not be construed as legal, tax or investment advice, or a legal opinion. Consult with your legal, tax or investment professional before taking any action based on this information. This information is not an offer to buy or sell any security. Certain investment adviser representatives of Mutual of Omaha Investor Services conduct their advisory business under a "doing business as" entity name. There is no contractual relationship between Mutual of Omaha Investor Services and any of these entities.