Get impartial advice to help you make informed decisions.
Lafayette Investment Services and Retirement Solutions, available through CUSO Financial Services‚ L.P. (“CFS”).¹
When it comes to developing the right plans for your goals, you can feel confident that we’ll work with you each step of the way to guide you to a better future.
Services that provide sound solutions
Receive knowledgeable and objective financial advice, based on your individual or family situation. It starts when you meet our CFS financial advisor for a no-cost, no-obligation review of your present financial situation.
Retirement & Education Planning
IRAs & Rollover Options for 401(k)s, 403(b)s and TSPs
Full-Service Professional Management
Portfolio Products for your Business
Wealth Transfer & Estate Planning
Your goals and values inform our recommendations.
We can help walk you through anything from rolling over your 401(k) to saving for college expenses. No matter what, we’ll help you achieve your goals from start to finish.
Whether it’s developing sound solutions for your retirement, generating income, or protecting your assets through insurance, you will have a Financial Advisor to:
- Listen to your financial needs
- Provide impartial advice to help you make informed decisions
- Be dependable and responsive
- Work with you each step of the way to guide you to a better future
Appointments are available at any of our branch locations, via virtual appointment, or at a business office location of your choosing. Request an appointment by contacting James Pender, our CFS advisor, directly.
Office: (240) 292-5545
Mobile: (202) 924-0208
Schedule a meetingMake an appointment
I joined Lafayette Federal Credit Union at a time when I needed them the most. It was smack during the last recession and the Occupy Movement. I had been laid off my position at a nonprofit where I was doing what I love. I was out of work and still wanted to make a difference even though my finances were tight and life was precarious. I decided to divest from two major banks. I closed my accounts and opened new accounts at Lafayette Federal Credit Union. It was one of the best financial decisions I have ever made. Even though I relocated to NYC I still bank with Lafayette.
I’m a financial planner with a passion for helping people achieve their unique financial goals. With my extensive industry knowledge and personalized approach, I can guide you towards financial success.
I truly believe that everyone’s economic and life situation is different, which is why I take the time to listen to your concerns and create a customized plan that works for you. Whether you’re looking to plan for retirement, save for your child’s education, or simply want to create a budget that works for you, I’m here to help.
I graduated from Florida State University with a Bachelor’s degree in Political Science, and earned my Masters of Business Administration with a concentration in Finance from the University of the District of Columbia. I also hold the Chartered Retirement Planning CounselorSM designation earned from the College for Financial Planning.
So, if you’re ready to take control of your finances and start working towards your goals, let’s chat! Contact me today to schedule a free consultation and see how I can help you achieve financial success.
- Financial plannings
- Chartered Retirement Planning CounselorSM designation
Ready to get the financial advice you need?
Speak with our CFS advisor, access your portfolio, or find your nearest branch to get started.
1Non-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. Check the background of these investment professionals on FINRA’s BrokerCheck. Lafayette Federal Credit Union has contracted with CFS to make non-deposit investment products and services available to credit union members. For specific tax advice, please consult a qualified tax professional.
View our CUSO Financial Services, LP (“CFS”)1 Referral Policy.