About Karen Kruzel 2 posts published

Ms. Kruzel is a Fiduciary Investment Advisor at Unified Trust Company. She joined Unified Trust in 2012 and has more than 10 years of experience working with high-net-worth clients, as well as the emerging affluent. She is responsible for developing and implementing a high level ongoing service model for all existing client relationships, as well as identifying and cultivating and new relationships with clients, corporations and centers of influence.

Three Tips for Financial Wellness

No matter what your stage of life, managing financial matters can be a daunting task, increasing stress and draining time and energy. But staying on top of your financials is critical to financial wellness and meeting short and long term goals. There is no such thing as set...