RETIREMENT PLANNING
GCU Wealth Advisors
Start Looking Forward To Your Retirement – Now!
Getting There. . . Starts Here.
While it’s nice to dream about the day your working life ends, you’ll need a sound retirement plan to get there! Our licensed, professional specialists can work with your individual situation and help you develop a plan that addresses your individual needs.
or call (401) 562-2743.
401K Rollovers
Have a 401k from an old job? We can help you consider your options.
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:
