John Sundell

phone 952-258-5225

Credentials:

ChFC®
CLU®

Professional Story

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

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

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Charterpoint Wealth Strategies

Satellite Office

2 Carlson Parkway North Suite 320
Plymouth, MN 55447