Sturkie Wealth Management

Sturkie Wealth Management Group

In need of personalized financial planning? Palmetto Health Credit Union members now have access to Sturkie Wealth Management Group.

Joe Dunat, a Wealth Advisor with Sturkie Wealth Management Group, is located in Lexington, S.C., and can assist you with:

  • Wealth accumulation and investments
  • Retirement income planning and distribution
  • Education saving
  • Financial guidance
  • Life insurance & so much more

Visit their website at www.SturkieWealthManagement.com to learn more about how they can help provide financial guidance to you and your family.  

You may contact Joe Dunat by calling (803) 386-0307 or emailing jdunat@stratoswp.com.

 

Securities are offered through LPL Financial (LPL), a registered broker-dealer (member FINRA/SIPC) Insurance products are offered through LPL or its licensed affiliates. Investment advice offered through Stratos Wealth Partners, Ltd., a registered investment advisor and separate entity from LPL Financial.  Palmetto Health Credit Union and The Sturkie Wealth Management Group are not registered as a broker-dealer or investment advisor. Registered representatives of LPL offer products and services using The Sturkie Wealth Management Group, and may also be employees of Palmetto Health Credit Union.  These products and services are being offered through LPL or its affiliates, which are separate entities from, and not affiliates of, Palmetto Health Credit Union or The Sturkie Wealth Management Group.  Securities and insurance offered through LPL or its affiliates are:

Not Insured by NCUA or Any Other Government Agency; Not Credit Union Guaranteed; Not Credit Union Deposits or Obligations; May Lose Value

 

 

      Joe Dunat, Wealth Advisor
               (803) 386-0307