A look at the percentages of people who claim Social Security retirement benefits at various ages.
There are hundreds of indexes that track various categories of investments.
Naming your life insurance policy's beneficiaries should be a relatively simple task. However, there are a number of situations that can easily lead to unintended and adverse consequences.
Program Manager & Financial Advisor CUSO Financial Services, LP* Serving Appleton & Neenah For more than 20 years, Jeff has been assisting members with their investment and retirement income planning needs. Serving as Program Manager & Financial Advisor, Jeff believes every member can greatly benefit by building a relationship with a trusted advisor. Jeff is here to assist you with your financial questions while helping plan for your unique financial future.
Financial Advisor CUSO Financial Services, LP*
Serving Appleton, New London, Greenville, & Waupaca
Jake has over 10 years of financial experience where he takes a personal income based approach to find the right strategy for you. In an environment where most pre-retirees and retirees worry about running out of money, his goal is to leave members empowered and confident in their finances and individual goals.
Serving Appleton & Darboy
Emilie has over 10 years of industry experience, where she strives to build lifelong relationships with the members she serves. Through a planning based approach, she will identify your goals and dreams and develop a personalized investment strategy to help you reach them.
Serving Greater Green Bay & the Lakeshore
Born and raised on Washington Island, Kyle relocated to Green Bay after receiving his business and psychology degrees from UWGB in 2005. Now with 20 years of experience in financial services, Kyle combines his knowledge and passion to help make a difference in our members’ lives while planning for their future.
Financial Advisor CUSO Financial Services, LP* Serving Oshkosh Chad uses his 17 years of industry experience to help members develop a strong financial plan that meets their objectives throughout their working years and into retirement.
Serving Appleton & Menasha
Zach comes with 15 years of experience in financial services where he focuses on our members short and long term financial goals. Zach believes that each individual defines financial success differently and he seeks to become an integral and trusted partner in helping each member achieve their desired level of success.
Serving Neenah & Menasha
Born and raised in Ashland WI, Steve is a graduate from UWEC and has over 22 years of experience in the financial industry. He obtained his RICP (Registered Investment Certified Planner) designation from The American College and believes in taking a holistic approach to helping our members achieve their goals while being prepared for unexpected hurdles in their financial journey.
Serving Appleton & Kimberly
Mitch relocated back to the Appleton area after 8 years in the Pacific Northwest working in foundation fundraising and partnerships. As a longtime member of Community First Credit Union, Mitch is happy to be working at an organization he strongly supports and serving within the community he loves. Mitch’s approach to working with members is to educate and empower, helping them make informed decisions about their finances, achieving financial freedom and peace of mind. He takes pride in providing personalized service and building long-term relationships based on trust, integrity, and transparency.
*Non-deposit investment products and services are offered through CUSO Financial Services, L.P. (CFS), a registered broker-dealer (Member FINRA/SIPC) and SEC Registered Investment Advisor. Products offered through CFS: are not NCUA/NCUSIF or otherwise federally insured, are not a deposit or guarantee of the credit union, and may involve investment risk including possible loss of principal. Investment Representatives are registered through CFS. Community First Credit Union has contracted with CFS to make non-deposit investment products and services available to credit union members.
CFS representatives do not provide tax or legal guidance. For such guidance please consult with a qualified professional. Information shown is for general illustration purposes and does not predict or depict the performance of any investment or strategy. Past performance does not guarantee future results.