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Financial Consulting

LET US HELP YOU TOWARD YOUR FINANCIAL GOALS

The Credit Union now offers on-site Investment Services at all three of our branch locations for our member's convenience.

Our financial consultant, David J. Grisanti, will be happy to meet with you and discuss an investment portfolio that's right for you. Whether you invest for income or growth; LPL Financial Services has a program to get you back on track. Don't wait to get started!  Before you decide to wait for the "perfect" time to get back into the market, consider the opportunities you may be missing:

  • Many of the excesses of the last bull market have been corrected.
  • So-called "safe" investments offer little or no return after inflation.
  • Historically, there has been substantial benefit to getting into a bull market early.

 

Securities offered through LPL Financial
Member FINRA/SIPC
Not NCUA Insured
Not Credit Union guaranteed, may lose value
The products offered are not obligations of the Credit Union

 


For more information, simply contact the Credit Union and ask to setup a no cost, no obligation appointment at any of our branch offices! Or, contact Dave Grisanti directly at 716 689-1695.

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