Wealth Management

Looking for advice and investment services from a caring advisor, not an aggressive sales environment? Look no further.

Whether you have $5,000 or $500,000 to invest, you'll find comfort in knowing your needs will be addressed and you will be taken care of. All staff working in Wealth Management are CFCU employees who work through our broker dealer LPL Financial as registered financial consultants. Here you will find a team that will listen and care for you and your goals. Everyone is welcome here!

Let me put my 15 years of experience to work for you!

Frank Torelli

Let me put my 15 years of experience to work for you!

Investing in your future:

  • Retirement Planning
  • Investment Portfolio Analysis
  • Tax-Advantaged Investing
  • Trust Services
  • Estate Planning
  • Long-Term Care Insurance
  • Rollover IRAs
  • Lifetime Income
  • Inheritance

Schedule a free consultation!

String FreeWe'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 at 607-257-3282 x3299 to set up your free appointment!


Check the background of investment professionals associated with this site on FINRA’s BrokerCheck

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

LPL

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