John Sundell

Credentials:
  • ChFC®
  • CLU®

Focus: Insurance Strategies, Investment Strategies

Languages: English

I offer total financial needs analysis through a network of experienced professionals with expertise in:

  • Retirement analysis and programs
  • Estate strategies
  • Employee benefit and retention services
  • Business continuation strategies
  • Trust services*

*Trust services offered through the MassMutual Trust Co., FSB

See John’s Licenses and Disclosures

Check the background of this investment professional on FINRA’s BrokerCheck

Contact John

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Charterpoint Wealth Strategies

Satellite Office

2 Carlson Parkway North Suite 320
Plymouth, MN 55447

CRN201912-180567