INVESTMENTS
GCU Wealth Advisors Program
Develop a Portfolio To Achieve Your Goals
Achieving Begins With Understanding.
For many of our customers, traditional savings products may not always provide the growth or income desired to achieve your goals. GCU Wealth Advisors can help you identify and develop your investment objectives. Whether you are planning for a short-term event, or investing for the long term, you need and deserve a financial partner you can trust.
To get started, or for more information, click the button below or
call (401) 562-2743.
GCU Wealth Advisors
Managing Director of New Business
Located at:
Greenwood Credit Union
2669 Post Road
Warwick, RI 02886
Phone: 401-562-2743
Fax: 401-739-5596
Email: [email protected]
Striving to deliver an unprecedented level of personalized service and expertise.
Today, financial portfolios and non-liquid assets, while obviously important, are only one of the critical elements that make up and affect the cash flow that you will absolutely need for your retirement income – cash flow that help you to not outlive your money.
Located at: Greenwood Credit Union
2669 Post Road, Warwick, RI 02886
Phone: 401-562-2743
Email: [email protected]
*Neither Osaic Institutions, Inc. or any of its representatives may give legal or tax advice.
Investment and insurance products and services are offered through Osaic Institutions, Inc. Member FINRA/SIPC. GCU Wealth Advisors is a trade name of Greenwood Credit Union. Osaic Institutions, Inc. and Greenwood Credit Union are not affiliated. Products and services made available through Osaic Institutions, Inc. are:
