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

Charterpoint Wealth Strategies

Satellite Office

2 Carlson Parkway North Suite 320
Plymouth, MN 55447

CRN201912-180567