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OUR STRATEGIC RELATIONSHIPS

Partners in your Financial Future

Investments, Retirement and Insurance Planning

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Greenwood Credit Union has a long history of providing high quality financial services to individuals and families throughout Rhode Island and beyond. Founded in 1948, GCU has always shown a strong commitment to the financial well being of the families, businesses and communities that we serve. Over the years GCU has shown steady positive growth and is now over $564 million in total assets and we are continuing to grow. GCU has always strived to provide the highest interest rates to depositors while maintaining extremely competitive rates on loan products. This delicate balance has proved to be a key to the success of the credit union, not only financially but more importantly from a member satisfaction perspective.

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Stephen Volpe

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]

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stephen_volpe

Stephen Volpe

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Universal Wealth Management | 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]

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There are many important financial decisions that must be made throughout one’s life. GCU Wealth Advisors is offered through Universal Wealth Management, in conjunction with Royal Alliance Associates, to help its members gain the financial freedom they deserve to achieve their goals through the many major life transitions. GCU Wealth Advisors provide top-notch, individualized and thoughtful financial advice and personalized service in the context of a trusting and supportive professional relationship. With the reassurance of knowing that today, your assets are aligned to meet your life goals, and with the confidence that your strategies will stay aligned with your passions tomorrow – GCU Wealth Advisors strives to help its clients enjoy the freedom that financial wellness can bring.

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Pershing, LLC has been a leading global provider of financial business solutions for over 70 years. Pershing, LLC is committed to supporting the success of our clients and our business with a strong foundation for growth, and Strategic Relationships. Located at: Greenwood Credit Union 2669 Post Road Warwick, RI 02886 Phone: 401-562-2743 ǀ Fax: 401-739-5596 Email: [email protected] delivering industry-leading technology and innovative solutions to help the growth of our business without limits. Our relationship with Pershing, LLC offers advisors access to NetX360, Pershing’s revolutionary technology platform providing the tools needed to manage clients’ accounts, deliver first-rate service, and develop new sales and revenue opportunities. NetX360 offers one complete solution to efficiently manage our entire business. In addition to SIPC protections, accounts held at Pershing have coverage in excess of SIPC limits through Lloyd’s of London.

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Royal Alliance Associates, Inc. serves as our Broker-Dealer and is one of America’s largest networks of independent advisors. Our broker-dealer relationship with Royal Alliance Associates, Inc. provides for expert compliance support and our incredible All Ways Open Architecture SM, which is more than a platform, it’s a business philosophy. Royal Alliance Associates, Inc. provides us with flexible technology geared toward our business philosophy at Universal Wealth Management, LLC so that we can set up and manage our practice in a way that works best for our clients. Royal Alliance Associates, Inc. also offers proven resources to enhance the growth of our business, services and support that meets the unique demands of our business and leadership that listens and responds to our ideas.

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Founded in 1968, SEI (NASDAQ: SEIC) is headquartered in Oaks, Pennsylvania, with offices based around the world. SEI is one of the world’s largest manager of managers and for almost 40 years, has used the most up-to-date research to anticipate the changing investor needs and create innovative solutions designed for individual and institutional investors alike. SEI serves as a third party asset money manager for Universal Wealth Management. SEI is a leading global provider of institutional and personal wealth services, including asset management, investment processing and investment technology.

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Universal Wealth Management offers its clients sound financial and investment advice without the corporate pressure to sell one or more proprietary products. UWM works closely with is clients and advisors to help retirees and small business owners transform their lifetime of hard work into life-long security for retirement including their Social Security and Healthcare/Medicare needs. The best way to accomplish this is by working with a quality firm whose mission is to service and support independent advisors like UWM and GCU Wealth Advisors in order to help our members formulate the best overall investment platform to their retirement needs.UWM offers an extensive range of products and services, as well as life, disability and long term care insurance. UWM has developed a unique package of financial advisory services – The Financial Longevity Bundle© which incorporates existing portfolio/wealth management strategies for retirement planning with a broad array of financial and healthcare factors that secure cash flow and retirement viability in the 21st Century.

These links are provided as convenience and for informational purposes only. The links are not part of Royal Alliance Associates, Inc. web site, and the link to outside websites does not mean that Royal Alliance Associates, Inc. endorses or accepts any responsibility for the content, or the use of the website. Royal Alliance Associates, Inc. does not guarantee the sequence, accuracy or completeness of the data or other information appearing on the linked pages. The company assumes no liability for any inaccuracies, error or omissions in or from any data or other information provided on the pages, or for any actions taken in reliance on any such data or information.

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.

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Located at: Greenwood Credit Union
2669 Post Road, Warwick, RI 02886
Phone: 401-562-2743   
Email: [email protected]

Check the background of your financial professional on FINRA's BrokerCheck. The content is developed from sources believed to be providing accurate information. The information in this material is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation. Some of this material was developed and produced by Universal Wealth Management and FMG Suite to provide information on a topic that may be of interest. FMG Suite is not affiliated with the named representative, broker - dealer, state - or SEC - registered investment advisory firm. The opinions expressed and material provided are for general information, and should not be considered a solicitation for the purchase or sale of any security. Securities and Investment Advisory Services offered through Royal Alliance Associates Inc. (RAA), Member FINRA/SIPC. RAA is separately owned and other entities and/or marketing names, products or services referenced here are independent of RAA. *(Additional insurance services Universal Wealth Management, LLC. and GCU Wealth Advisors)* at your option. Securities products are: Not NCUA Insured, No Credit Union Guarantee, May Lose Value. Neither Royal Alliance Associates, Inc., nor its representatives or employees provide legal, tax or accounting services.  This communication is strictly intended for individuals residing in the states of CT, FL, MA, RI.  No offers may be made or accepted for any resident outside the specific state(s) referenced.