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Cody A. Sutton

Financial Planner

ChSNC™

Biography

Knowledge is the key to a successful financial future. My background, experience and commitment to providing you with the resources you need to make financial decisions, can help make your financial future as successful as you need it to be. I pride myself in getting to know each client so that I can understand their individual needs and what matters most to them. This helps me recommend products and strategies designed to meet their current needs, and more importantly, their future needs.

Along with a team of professionals, I offer guidance to my clients to help them reach their financial goals.

Focus Areas

  • Insurance Strategies
  • Investment Strategies (Reg. Reps Only)
  • Retirement Income Planning
  • Financial Education
  • Student Loan Refinancing
  • Special Needs (ChSNC Required)

Languages

  • English

Coverpath - Get a quote for term life insurance
Fortuna - A digital investment platform & a dedicated financial advisor
Commonbond - Get a preferred interest rate for student loan refinancing

CRN202207-267436

Check the background of this investment professional on FINRA's BrokerCheck