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Financial Planning |
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Key to the
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| This program has one objective: to help you reach your financial goals. We're here to help you make sound financial decisions consistent with your risk tolerance, investment time-lines and objectives. The program works in cooperation with your credit union and compliments the products and services the credit union makes available to you. This service is provided at no cost to members. | ||
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| Plan Your Investments & Estate |
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| Manage Your Money | ||
| Fund Your Children's Education | ||
| Retire More Comfortably | ||
| Protect your Assets and Your Financial Future | ||
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| Meet Gerry Wohlge, Coloramo’s Financial Advisor | ||
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Coloramo has selected LPL Financial to replace Members Financial Services and become a resource for Coloramo members, with access to a variety of investment products, insurance, and tax-saving options.
LPL specializes in solid, dependable, unbiased financial advice designed to help you work toward your goals, both now and in the future. They will recommend only the financial products most appropriate for you. With the introduction of LPL, we also introduce to you our new LPL Representative, Gerry Wohlge. Gerry is our new Coloramo Financial Advisor and can help you with any new investments. He is a CERTIFIED FINANCIAL PLANNER ™ with over 15 years experience. If you have/had investments with Members Financial Services (Dusty Watchman) and prefer to work with someone locally, Gerry can help you. |
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Best of all, Gerry Wohlge has an office off the Main Lobby at 516 28 Road. You may see him to set up an appointment 8am-5pm, Monday - Friday. Contact Gerry simply by calling Coloramo at 243-7280 and asking for Gerry or ask to be transfered to extension 132. For members out of the area, you may call 1-800-285-6490 and ask for Gerry or ask to be transfered to extenion 132.
Here are some of the products and services LPL can offer you:
Most importantly, Gerry focuses on building long-term relationships to help you achieve your financial goals. So, please come in and introduce yourself to Gerry. He can help you with your CUNA investments and any other investments you may be considering. Contact Coloramo at 243-7280 or 800-285-6490 to be connected to Gerry Wohlge for a no-obligation meeting to review your financial needs. Just ask for Gerry at extension 132. There’s never a fee for consultation.
Securities offered through Linsco/Private Ledger. Member NASD/SIPC. Not NCUA insured. May involve loss of principal. Securities and insurance products offered through LPL Financial and its affiliates, Member FINRA/SIPC. Not NCUA insured. No Credit Union Guarantee, May Lose Value. |
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Investing
is a lifelong process, and the sooner you start, the
better off you’ll likely be in the long run. Regardless of whether you
are saving for retirement, a new house or developing a college funding
strategy for your child’s education, you will need a dedicated focus on
your financial plan.
