John visited our Shelton branch with a common question: Should he invest his money in a certificate or leave it in his Shares Plus account? With $20,000 available, he wanted to make the smartest financial choice—but wasn’t quite sure what that was.
That’s when Jordan stepped in. She sat down with John and ran a side-by-side comparison of the projected earnings. The results were eye-opening: a 12-month certificate would earn him over $800, while the Shares Plus account would bring in only about $100 during the same time frame.
Seeing the numbers in front of him made the decision clear. John opened a certificate right then and there and walked away feeling excited and confident about his choice. He thanked Jordan for not just giving him an answer, but for empowering him with the information he needed to make the right call for his financial goals.
