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. Financial Consultants are registered representatives of LPL Financial, an independent broker / dealer with whom CFCU has a relationship. Here you will find a team that will listen and care for you and your goals. Everyone is welcome here!
Meet our Consultants!
Let me put my 17 years of experience to work for you!
I want to understand what you value most when it comes to your finances.
Investing in your future:
- Retirement Planning (401k, Simple IRA, SEP IRA, etc.)
- Retirement Plan Reviews
- Investment Portfolio Analysis
- Tax-Advantaged Investing
- Trust Services*
- Estate Planning
- Group 529 College Savings Plans
- Long-Term Care Insurance
- Buy-Sell Agreements
- Rollover IRAs
- Lifetime Income
- Financial Education Workshop
- Key Person Insurance
Schedule a free consultation!
Schedule a Free Investment Consultation
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 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.
*LPL Financial Representatives offer access to Trust Services through The Private Trust Company 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