When it comes to financial well-being, nobody likes the idea of missing an opportunity. That’s why Lafayette Federal has sought to provide its members with the necessary tools to help reach financial independence. As we continue to adapt and expand our product and service offerings, we want to make sure our members know about the opportunities available at Lafayette Federal Investment Services and Retirement Solutions, through CUSO Financial Services, L.P. (CFS).* We’ve recently hired two highly-skilled Financial Advisors to serve you even better. Meet John Fitchett and James Halabi.
They are looking forward to working with you to develop a personal plan for your financial future. And of course, you can expect the same level of care and service you’re accustomed to at Lafayette Federal.
By working with Lafayette Federal Investment Services and Retirement Solutions, you can build the right financial management program by reviewing priorities such as:
• Educational Planning
• Full-Service Professional Management
• Portfolio Products For Your Business
• Wealth Transfer & Estate Planning
• Retirement Planning
Remember, most people who achieve a healthy financial life don’t get there by luck, but by design. You can expect to receive knowledgeable and objective financial advice, based on your own individual or family situation.
To set up a free, no obligation appointment today go to www.lfcu.org/investment and fill out the online form or contact one of our CFS financial advisors below.
Office Number – (301) 929-7990 ext. 3121
Mobile Number: (703) 298-6777
(serving Jack Welty, SBA,
Columbia Heights and Crystal City)
Office Number – (301) 929-7990 ext. 3128
Mobile Number: (202) 731-9019
(serving Kensington, Cabin John,
Falls Church and McLean)
We make it convenient for you to get the information and plan YOU need. We can meet with members at any Lafayette Federal Credit Union branch location, your office or home, or remotely via a PC.
*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. Lafayette Federal Credit Union has contracted with CFS to make non-deposit investment products and services available to credit union members.