Work With Someone You Trust
Where do you see yourself in 5, 10, or even 20 years? Do your financial plans align with those goals? What if you had access to an experienced financial professional who cared as much about your future as you do? A Representative* of Charter Oak Retirement and Investment Services serving Charter Oak Federal Credit Union is available to learn about your goals and work with you on your plan. Together, you’ll create a future that will make those financial plans a reality.
Steve Sylvester and Todd Gestrich are available for your personal assistance with investment and financial planning decisions. You can set up a no-cost, no-obligation meeting to discuss:
Check the background of these investment professionals on FINRA's BrokerCheck!
Stephen A. Sylvester, CRPC®
Todd A. Gestrich
*Securities sold, advisory services offered through CUNA Brokerage Services, Inc. (CBSI), member FINRA/SIPC , a registered broker/dealer and investment advisor. 2000 Heritage Way, Waverly, Iowa 50677, toll-free 800-369-2862. CBSI is under contract with the financial institution to make securities available to members. Not NCUSIF/FDIC INSURED, May Lose Value, No Financial Institution Guarantee. Not a deposit of any financial institution. CUNA Brokerage Services, Inc., is a registered broker/ dealer in all fifty states of the United States of America.
**MEMBERS Trust Company, a federal thrift regulated by the Office of the Comptroller of the Currency.