Appointments
Whether you’re an early bird or a night owl, we provide business lending on your schedule. Our online loan portal reduces the application process timeline by 23 hours or more – saving you precious time to focus on running your company.
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Since no two paths are alike, there is no cookie-cutter solution to investments and retirement planning. At Spectra Investment Services, we believe your investment and retirement plans should be as unique as the path you took to get here.
No matter where you are on the financial spectrum, you’ll find a platform designed for you! Choose from the three options available to help you grow toward financial freedom: Self-paced online platform, a gamified app that pays you to learn, and virtual money management workshops.
Self-paced online courses, articles, and topics that help you succeed through personalized financial education. Access libraries and complete learning experiences on over a dozen topics such as:
Zogo is a gamified financial literacy app that rewards users for completing bite-sized financial literacy lessons on intelligently saving, spending, and managing their money. The app includes nearly 300 bite-sized, action-based modules on 20 different topics, from opening a bank account to saving for retirement — and everything in between.
By completing modules, taking interactive five-question quizzes, and participating in daily trivia games, users earn virtual “pineapples” and work toward real-life rewards — like a $5 gift card to one of their favorite stores!
Use code SPECTRA when you create your account.
Whether it’s an in-person event or via online workshops, you’ll enjoy access to a consumer education expert who will guide you on your journey toward financial freedom. Topics range from general money management to first-time homebuying to starting a small business.
Horace Daniel ChFEBC, CRPC
conferred by College for Financial Planning
LPL Financial Advisor
(301) 839-8826
Madea Badio
Program Coordinator
mbadio@spectracu.com
(301) 749-4806
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