Catholic Federal Advisory Services
The Catholic Federal Advisory Services program is offered through CUNA Brokerage Services, Inc.*, a broker/dealer focused on serving credit union members. CUNA Brokerage Services, Inc. is an affiliate of CUNA Mutual Group.
There are many important financial decisions that must be made throughout someone’s life, so we have Catholic Federal Advisory Services* located here at Catholic Federal Credit Union. Whether it’s a newly married young couple, parents planning for a child’s education, a worker planning for retirement or someone facing an unexpected job change, Financial Advisor, Noah Ferrio, can help you reach your financial goals.
- Log in to your brokerage account
- How much retirement income will you need?
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Work With Someone You Trust
Where do you see yourself in 5, 10, or even 20 years? Do your financial plans align with those goals? What if you had access to an experienced financial professional who cared as much about your future as you do?
Noah Ferrio can assist you with:
- Money Management
- Estate Conservation
- Insurance Planning
- Investment Planning
- 401(k) Planning
- Business Planning
- Retirement Planning
- Education Funding
Whether they are large or small, contact Noah Ferrio today to schedule a no cost, no-obligation appointment to discuss your individual needs.
*Catholic Federal Advisory Services Advisors are registered representatives of CUNA Brokerage Services, Inc. Securities sold, advisory services offered through CUNA Brokerage Services, Inc. (CBSI), member FINRA/SIPC , a registered broker/dealer and investment advisor. CBSI is under contract with the financial institution to make securities available to members.
Not NCUA/NCUSIF/FDIC insured, May Lose Value, No Financial Institution Guarantee. Not a deposit of any financial institution.
CUNA Brokerage Services, Inc., is a registered broker/dealer in all fifty states of the United States of America.
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