Financial Planning

NorthPark Community Credit Union, in a strategic alliance with WestPoint Financial Group, offers financial planning specializing in:
  • Investment Services – Mutual Funds, IRA’s, Roth IRA’s, 529’s, etc.
  • Life Insurance
  • Disability Income Insurance
  • Long-Term Care Insurance
  • Financial Planning for Individuals & Families

NorthPark chose to refer business to WestPoint Financial Group because they meet our standards for quality. They have been doing business in Indiana since 1885 continuing the highest standards and business ethics you deserve. Their success is a result of long-standing relationships and a commitment to value. 

To schedule your consultation, email Jeremy Fagan, call (317) 469-9999 x155 or complete the form. See Jeremy's bio below.

Check the background of MML Investors Services, LLC on FINRA's BrokerCheck

 

NorthPark provides access to another valuable service, WestPoint Financial Group. They provide access to an array of investment, annuity, and insurance related products. A registered representative of MML Investors Services, LLC, member SIPC, will discuss your financial goals and help you build a financial strategy to make your goals a reality. Your strategy may utilize mutual funds, annuities, life insurance, disability income insurance, or long-term care insurance.

CRN201605-182896

Jeremy Fagan

Jeremy Fagan has worked for WestPoint Financial Group since 1999. He offers his clients comprehensive planning and wealth management services by advising clients with their business, retirement, investments, and insurance needs.

Jeremy graduated from Butler in 1998 with a Bachelor of Science degree in Finance. After graduation, Jeremy joined WestPoint Financial Group. Jeremy received his Chartered Financial Consultant (ChFC®) designation in 2011.

Jeremy is an active member of the Indiana Humane Society and is a member of the Indianapolis Hurling Club. Jeremy was raised in St Louis Missouri, and now lives in Zionsville with his wife, Mandi, son, Patrick, daughter Abigael and dog, George. 

Jeremy Fagan is a registered representative of and offers securities, through MML Investors Services LLC, member SIPC. 900 East 96th Street, Suite 300, Indi-anapolis, IN, 46240. Phone (317) 469-9999.

  • NOT A BANK OR CREDIT UNION DEPOSIT OR OBLIGATION
  • NOT FDIC OR NCUA INSURED
  • NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY
  • NOT GUARANTEED BY ANY BANK OR CREDIT UNION
  • MAY GO DOWN IN VALUE

CRN201504-170970