Wealth Management

Financial Planning and Investment Services from Caring and Knowledgeable Advisors

Whether you are looking to plan for retirement, explore investment options for an inheritance, or seeking higher interest rates, our Wealth Advisors are committed to putting your best interest first.  In these efforts, our advisors will partner with you in using a comprehensive process to help understand what is most important to you and create personally tailored financial strategies based on what you value most.

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

Free Consultation

We let our advice, professionalism, and knowledge be the reason you decide to work with us.  Your initial consultation is free.

Schedule a  Consultation

OR

Call Debbie Bossack

607-257-3282 x3299  

Meet our Advisors!

Frank Torelli

Let me put my 17 years of experience to work for you!

Matthew Stoutenburg

I want to understand what you value most when it comes to your finances.

Our Financial Advisors are registered representatives of LPL Financial, an independent broker / dealer with whom CFCU has a relationship.

Services

  • Retirement Planning 
  • Investment Planning
  • Estate Planning
  • Insurance 
    • Life 
    • Disablility 
    • Long-Term Care 
  • Education Planning
  • Risk Management
  • Tax Strategies
  • Gifting Strategies

Schedule a Consultation Today!

Business Services

  • Business Strategies
  • Retirement Plan Review
  • Retirement Plans (401k, SIMPLE IRA, SEP IRA, etc…)
  • Group 529 College Savings Plans
  • Financial Education Workshops
  • Key person Insurance
  • Buy-Sell Agreements

Schedule a  Consultation Today!


Securities and advisory services are offered through LPL Financial (LPL), a registered investment advisor and broker-dealer (member FINRA/SIPC). Insurance products are offered through LPL or its licensed affiliates. CFCU Community Credit Union and CFCU Wealth Management are not registered as a broker-dealer or investment advisor. Registered representatives of LPL offer products and services using CFCU Wealth Management, and may also be employees of CFCU Community Credit Union. These products and services are being offered through LPL or its affiliates, which are separate entities from, and not affiliates of, CFCU Community Credit Union or CFCU Wealth Management. Securities and insurance offered through LPL or its affiliates are: