Insurance and Investment products offered are:
Premier Source Insurance & Financial Investment Services, a division of Premier Source Credit Union, is a unique alliance among three of our area's best known financial establishments. Now you can get the complete picture for your personal or business financial planning without going far.
As a member of Premier-Source Credit Union, you will recieve a free financial consultation through Kathy Syner Kalaitzidis of Charter Oak Insurance and Financial Services Co. They can guide you through:
Investments
- IRAs
- Fixed and Variable Annuities
- College Tuition Funding Programs
- Mutual Funds, Securities Brokerage and Investment Products
Insurance
- Life Insurance
- Disability Income Insurance
- Long Term Care Insurance
Planning Strategies
- Retirement Planning
- Retirement Income Needs Planning
- Estate Analysis & Charitable Giving
- Tax Reduction Strategies
Kathy is located at the Main Office of the credit union in East Longmeadow, but can be met by appointment at other locations. You may contact her at (413) 525-2002, ext.1118 or at ksyner@finsvcs.com
Kathy’s office is located at Charter Oak Insurance and Financial Services, a general agency of Massachusetts Mutual Life Insurance Company (MassMutual), where she focuses on helping individuals, families and businesses meet their financial goals. This objective is addressed through a careful review of the client’s situation and the use of a diverse array of products and services, including life and disability income insurances, mutual funds and annuities, and long term care insurance. Kathy feels that the most integral aspects of the service that she offers to her clients are education and motivation.
Kathy is licensed to sell securities in MA, CT, VT, NY, FL
and CA and to sell Life Insurance, Annuities, Accident and Health in
MA, CT, VT, NY and FL. She is a member of The National Association
of Insurance and Financial Advisors and The Society of Financial Services
Professionals.
Kathy resides in Agawam, MA with her husband and three children. She
is actively involved in her church and community, volunteering as a Sunday School
Teacher and the Director of The St. Luke Greek Dancers at the Greek Orthodox
Church of St. Luke in East Longmeadow and in the PTSO and several Booster Clubs
at Agawam High School.
Kathleen Syner Kalaitzidis is a registered representative of MML Investors Services, Inc., member SIPC. Supervisory office:
330 Whitney Avenue,
Suite 600
Holyoke, MA 01040
Tel: 413-539-2000
Insurance offered through Massachusetts Mutual Life Insurance Company (MassMutual) and other fine companies.
CRN201101-115553
