Preferred Planning Associates
Preferred Planning Associates, located at VacationLand Federal Credit Union, offers a diverse selection of planning, accumulation and protection tools that when added to the Credit Union's traditional products and services can help you design a plan to reach your financial goals. Dave Karikas offers securities products, including stock and bond accounts and mutual funds through Cambridge Investment Research, Inc. Life insurance, annuity products, and long-term care insurance are provided through a wide variety of highly rated insurance companies throughout the industry.
Your Investment Planning Representative
Dave Karikas is licensed with Campbridge Investment Research, Inc., Preferred Planning Associates' Broker-Dealer. Dave has worked in the financial services industry for over 20 years and has vast experience working with credit union members. The members that Dave serve appreciate his honesty, integreity, and in depth knowledge of financial matters. They also appreciate that he is readily accessible and can meet with members at his office conveniently located at the credit union's Hayes Avenue facility.
Dave provides investment planning and investment services such as retirement preparation, college funding, estate planning, and insurance planning. He is able to offer a wide spectrum of products and services including brokerage services, mutual funds, annuities, life insurance and more.
Contact Dave Karikas for more information regarding retirement products.
419.625.9025 | 800.691.9299 | dkarikas@vlfcu.org
Non-Deposit Investment Products: are not FDIC or NCUA insured, are not obligations of or guaranteed by the credit union, invovle investment risk and may lose value.
Securities are offered through Cambridge Investment Research, Inc., a Broker/Dealer, Member FINRA/SIPC. Investment Advisory Services offered through Cambridge Investment Research Advisors, Inc., a Federally Registered Investment Advisor. Preferred Planning Associates, Vacaionland Federal Credit Union, and Cambridge are ot affiliated companies.
