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Aviso Insurance Inc.

Preparing to pass on crucial leadership roles within your business? Planning to transfer your personal wealth to a loved one?


Succession and estate planning is one of the most important and challenging milestones you can face. Aviso Insurance servicing the members of Access Credit Union can help you to develop a well-thought-out plan that provides a seamless transition. This will help ensure your succession goals are met while preserving the financial well-being of your beneficiaries and maintaining family harmony.


We also specialize in developing a personal strategy to grow and protect your wealth, maximize wealth distributions and minimize taxes.

Call 1.800.264.2926 to book your no-obligation consultation appointment today.

Charlene Fitkowsky

RIS - Wealth Advisor
Access Credit Union
Aviso Wealth

Firdows Sherzoi

CFP® – Insurance & Investment Advisor
Aviso Wealth
Aviso Insurance

Cheryl Kirschman

RIS - Wealth Advisor
Access Credit Union
Aviso Wealth


*Aviso Insurance Inc. offers financial planning, life insurance and investments to members of credit unions and their communities.

Mutual funds and other securities are offered through Aviso Wealth, a division of Aviso Financial Inc. 





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