Your first consultation with an experienced financial advisor is complimentary as a benefit of Elevations Credit Union. If you're just getting started with investing, we'll help identify your short-term and long-term goals, and discuss a customized investment strategy. If you already have an established portfolio, you will benefit from reconfirming your goals and getting a second analysis of your investment plan.
Adjusting for Retirement Video
Patrick Seal, Financial Advisor (10 min)
Products and services offered through CUSO Financial Services, L.P. (CFS), an independent broker/dealer and SEC Registered Investment Advisor, are not NCUA/NCUSIF insured, are not credit union guaranteed and may lose value. Independent Investment representatives are registered through CFS (member FINRA/SIPC).
