Gerald M. Melnychuk

  • CLU®

Focus: Insurance Strategies, Investment Strategies

Languages: English

I offer total financial needs analysis, including access to trust services, through a network of experienced professionals with detailed knowledge in:

  • Retirement analysis and programs
  • Estate strategies
  • Employee benefit and retention services
  • Business continuation strategies

See Gerald’s Licenses and Disclosures

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Charterpoint Wealth Strategies

Satellite Office

2 Carlson Parkway North Suite 320
Plymouth, MN 55447