Free Investment Consultation
Looking for advice and investment services from a caring advisor, not an aggressive sales environment? Look no further.
We've never met a member yet who likes to have "strings" attached to anything. So, lucky you, we've geared this consultation to put a smile on your face. All consultations are free of charge and have no strings attached in any way shape or form! We let our advice, professionalism, and knowledge be the reason you decide to work with us... not a gimmick or sleight of hand. You only hear from us again if you want to!
Call our Wealth Management Administrative Assistant Debbie Bossack today to set up your free appointment!
Securities and advisory services offered through LPL Financial, a registered investment advisor, Member FINRA/SIPC. www.finra.org, www.sipc.org. Insurance Products offered through LPL Financial or its licensed affiliates. CFCU and Wealth Management located at CFCU are not registered broker/dealers and are not affiliated with LPL Financial.
Trust services are offered through The Private Trust Co., N.A., an affiliate of LPL Financial.
The LPL Financial Registered Representatives associated with this site may only discuss and/or transact securities business with residents of the following states: New York