30 Minutes can change your Financial Life.
We offer members a complimentary financial review- no strings attached! Our mission is to help you reach your financial goals whether that includes planning for a comfortable retirement, your child’s education or even a trip around the world. It’s never too late or too early to get started.
Meet Roland “Ray” Stewart, Financial Advisor registered through CUSO Financial Services, L.P. (CFS)
We are pleased to introduce you to Roland “Ray” Stewart our CFS Financial Advisor, through CUSO Financial Services, LP (CFS). Ray is a
licensed professional, trained to objectively analyze your investment needs and help you create a financial plan designed to meet your unique goals.
Schedule a no-obligation phone appointment with Ray and gain valuable information on financial planning topics that include:
• 401(k) 403(b) and 457 Rollovers
• Retirement Life Style Strategies
• Creating Income in Retirement
• Life & Long Term Care Insurance
• Small Business Services
Ray has been in the financial services industry for 14 years. He is a licensed professional and takes a holistic approach to financial and retirement planning. Ray’s focus is the client’s best interest. He can help you create a financial plan designed to meet your financial goals.
Registered through CUSO Financial Services, LP
Series 7 – Securities Representative
Series 65 – Investment Advisor
Life and Health Insurance
Educational Background
State University of New York
Contact Information
Ray Stewart, CFS Financial Advisor
858-412-1354
rstewart@cusonet.com
Non-deposit investment products and services are offered through CUSO Financial Services, L.P. (“CFS”), a registered broker-dealer (Member FINRA/SIPC) and SEC Registered Investment Advisor. Products offered through CFS: are not NCUA/NCUSIF or otherwise federally insured, are not guarantees or obligations of the credit union, and may involve investment risk including possible loss of principal. Investment Representatives are registered through CFS. The Credit Union has contracted with CFS to make non-deposit investment products and services
available to credit union members.
