Fun Finance Inc.
Our Team
At Fun Finance Inc. , we believe that a plan is a powerful tool. Reaching your long-term financial objectives hinges on having the right plan -- one that fits your unique circumstances and grows with you.
Planning your financial future can be a daunting task. That's where Fun Finance Inc. comes in. We're trained, licensed professionals, and we can draw on years of financial planning experience when creating a long-term strategy. Whether your concern is paying too much in taxes or not having enough money to last throughout your retirement, we can help you.
Please call today if you think your plan is out-of-date. Most people need to update their financial plan each year to help ensure that it is in step with their life. If it's been a while, act today.
Planning your financial future can be a daunting task. That's where Fun Finance Inc. comes in. We're trained, licensed professionals, and we can draw on years of financial planning experience when creating a long-term strategy. Whether your concern is paying too much in taxes or not having enough money to last throughout your retirement, we can help you.
Please call today if you think your plan is out-of-date. Most people need to update their financial plan each year to help ensure that it is in step with their life. If it's been a while, act today.
Sue Demo [Your Name], CIMA, AIF, CRPC
Financial Advisor
John Demo [Your Name], CIMA®, AIF®, CRPC®
Financial Advisor
Quantifying Our Success
Demo Financial by the Numbers
Demo Financial provides the knowledge and resources of a leading financial advisory practice where your needs come first. Your short- and long-term goals are our main priority and the focus of everything we do. Take the first step toward building a financial strategy that’s right for your specific situation
25 Years in Business
Founded in 1998, we have guided hundreds of clients though a wide variety of financial environments. We’ve helped many of our clients save and invest throughout their working years and transition to a well-earned, satisfying retirement.
75 Years of Combined Experience
Our team of advisors offers deep experience in the financial industry. Although you will typically work with one primary advisor, you will have the benefit of multiple points of view.
100 Million Dollars Under Management
As one of the largest wealth management firms in the region, we have access to high-level research and favorable pricing that other firms can’t offer.