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Triple Crown Financial

Financial Advising

Financial Planning with the Triple Crown Financial Team,

Your Partner in Financial Success

At Advanz Credit Union, we’re committed to helping you achieve financial wellness at every stage of life. That’s why we’ve partnered with the Triple Crown Financial team of Co-Founding Financial Advisors: Brittany Miller Edelen and John Stogner, and Associate Financial Advisor, Sawyer West, to offer you personalized financial planning services.

Meet your financial advisors

How Can Triple Crown Financial Help You?

Whether you’re preparing for retirement, managing investments, or navigating significant life events like buying a home or starting a family, Triple Crown Financial will provide expert guidance tailored to your unique needs.

Services Triple Crown Financial Offers:

  • Retirement Planning
  • Investment Advice
  • Estate Planning
  • Financial Guidance During Life Changes (marriage, new baby, job change, etc.)

This is a complimentary service for Advanz members, designed to enhance your financial journey. Schedule a meeting with the Triple Crown Financial team today to take the next step toward securing your financial future.

Why Choose This Service?

  • Personalized Advice: Triple Crown Financial crafts financial plans specifically for your goals.
  • Expert Experience: With over 50 years of combined industry knowledge, the Triple Crown Financial team offers insights to help you grow your wealth and protect your assets.
  • Convenient and Confidential: Enjoy professional guidance with privacy and ease.

Note: While Advanz Credit Union refers this service, all financial advice is provided by the Triple Crown Financial team.

Ready to Get Started?

Schedule Your Appointment

Contact Brittany, John, and Sawyer at Triple Crown Financial today!

Cetera Investors Premier Client Group Triple Crown Financial

Cetera Investors is a marketing name of Cetera Investment Services. Cetera is under separate ownership from any other named entity. Securities and insurance products are offered through Cetera Investment Services LLC (doing insurance business in CA as CFG STC Insurance Agency LLC), member FINRA/SIPC. Advisory services are offered through Cetera Investment Advisers LLC. Neither firm is affiliated with the financial institution where investment services are offered. Investments are: *Not FDIC/NCUSIF insured *May lose value *Not financial institution guaranteed *Not a deposit *Not insured by any federal government agency.