NBTA Credit Union provides its members access to an  

  experienced wealth manager who can help create a

  personal investment plan with you. Dave Gorman, a 

  Credential Financial Strategies Inc. representative, 

  provides wise financial guidance on numerous investment

  and insurance topics and can save you time in choosing

  the best products to suit your needs.

  Dave will meet with you in his office, or in your home, for

  a free consultation.

  You will receive financial analysis and advice on

  investments, retirement planning, education planning,

  money management, insurance and more.

  Together you can create a personal financial strategy that will allow you to reach your individual goals and maintain financial strength. Selection, skill and convenience - what more can we offer you?

Contact DAVE GORMAN at Credential Financial Strategies for more information:
(506)462-0203 / dgorman@credential.com

Credential Financial Strategies Inc. is a member company under Credential Financial Inc., offering financial planning, life insurance and investments to members of credit unions and their communities. ®Credential is a registered mark owned by Credential Financial Inc. and is used under licence.