Page 3 - BusinessWest 2023 Senior Planning Guide
P. 3
At UMassFive, we have a team of CFS* financial advisors that can meet with anyone to discuss their portfolio needs at no cost to you!
Book a consultation today with your local financial advisor:
Aimee Marden
Financial Advisor
CUSO Financial Services, L.P. Hadley & Amherst Branches
Dana Graham
Financial Advisor
CUSO Financial Services, L.P. Northampton Branch
Sam Einzig
Financial Advisor
CUSO Financial Services, L.P. Springfield & Worcester Branches
To set up a meeting with one of our advisors,
contact our Investment Advisor Assistant, Emi Lee [email protected] 413.468.0099
Appointments available Monday – Friday, and on select Saturdays.
*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 guarantees or obligations of the credit union, and may involve investment risk including possible loss of principal. Investment Representatives are registered through CFS. UMassFive College Federal Credit Union has contracted with CFS to make non-deposit investment products and services available to credit union members.
BusinessWest
