Wealth Management


Nancy Kehoe
Financial Consultant

 

We all want our hard earned money to work as hard as possible. But sometimes it's difficult to know where to turn for good advice. Wealth Management, located at CFCU Community Credit Union, can help you sort through the various options and identify those products that can help you achieve your personal goals. All consultations are FREE. For more information, or to make an appointment, contact the Wealth Management department at our Craft Road office by calling 607-257-3282, ext. 3299, or by e-mailing Nancy.

To learn more about LPL Financial and the Wealth Management program, visit them at lpl.com.

So if you need to...

• Prepare for retirement
• Protect assets
• Build net worth
• Manage accumulations
• Finance a future expense
• Get investment guidance
• Reduce your taxes

Let Wealth Management show you...

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

All consultations are free!

For more information regarding regulation of the securities industry, please visit www.finra.org. Member of Securities Investor Protection Corporation (SIPC). For an explanatory brochure, please visit www.sipc.org.

Securities offered through LPL Financial, member FINRA/SIPC. Insurance products offered through LPL Financial or its licensed affiliates. The investment products sold through LPL Financial are not insured CFCU Community Credit Union deposits and are not NCUA insured.

These products are not obligations of CFCU Community Credit Union and are not endorsed, recommended or guaranteed by CFCU Community Credit Union or any government agency. The value of the investment may fluctuate, the return on the investment is not guaranteed, and loss of principal is possible. CFCU Community Credit Union is not a registered broker/dealer nor is it affiliated with LPL Financial. Trust services are offered through The Private Trust Co., N.A., an affiliate of LPL Financial.