AIG Retirement Advisors
Ready to take the next step in investing?
Looking for greater investment options? Call today for your free consultation with an AIG Retirement Advisor.
As the Credit Union's investment partner, AIG Retirement Advisors Inc. offers you investment options to broaden and diversify your portfolio. AIG Retirement Advisors will carefully review your individual financial goals, with options for tax-qualified plans, traditional and Roth IRAs, tax-deferred fixed and variable annuities, mutual funds, brokerage services, and more.
An AIG Retirement representative is available at every branch location!
AIG Retirement's expertise: |
Benefits for STCU members: |
- Mutual funds
- Comprehensive asset management accounts
- Annuities and other tax-sensitive investments
- Retirement planning, college planning, and insurance reviews
- 403b, 457, and 401(k) plans
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- Free initial consultation
- Investment options from major financial institutions
- Investment workshops
- Financial planning resources
- Brokerage services
- Life insurance and long-term care insurance
- Roth, Traditional and Simple IRAs
- 529 college savings plans
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More Information
For more information about investment opportunities, please call or visit AIG Retirement Advisors at any of STCU's
branch locations. Or click here to visit AIG Retirement's
Investment Planning & Resources online. You can also learn more about individual AIG Retirement representatives by reading their
bios.
There's an AIG Retirement representative in every branch!
- Cindi Berdar, Valley Branch, (509) 344-2412: cindi.berdar@aigretirement.com
- Jon Greene, branch manager, Main Branch, (509) 344-2334: jon.greene@aigretirement.com
- Cheri Hoagburg, Post Falls Branch, (208) 619-4008: cheri.hoagburg@aigretirement.com
- Kathy Jordan, Main Branch, (509) 344-2347: kathy.jordan@aigretirement.com
- Scott Murray, STCU School & College Specialist, Indian Trail, Cheney, and U-District branches, (509) 344-2392: scott.murray@aigretirement.com
- Rick Velategui, South and Downtown branches, (509) 344-2485: rick.velategui@aigretirement.com
- Fred Wright, North and Newport branches, (509) 344-2462: fred.wright@aigretirement.com
- Bill Zobrist, Main Branch, (509) 344-2346: bill.zobrist@aigretirement.com
AIG Retirement Advisors Inc.'s investment products are not federally insured by the National Credit Union Share Insurance Fund nor guaranteed by Spokane Teachers Credit Union, and they may lose value. Brokerage services and products are provided by AIG Retirement Advisors Inc., a registered broker/dealer and member of NASD/SIPC, and are not the obligation of STCU. AIG Retirement Inc. is not affiliated with STCU.
