NCU Wealth Management
Your Financial Advisor
Should you have a financial advisor?
Perhaps you’re simply interested in selecting a few mutual funds or you’re wondering what credit union insurance services you should consider for your family. Or, maybe you’d like to have a sound investment strategy drawn up for you. No matter where you fall in the vast investing spectrum, a financial advisor may be crucial.
For people new to investing and financial planning services, figuring out where to begin or what questions to ask a financial advisor can be tough. That’s why it’s so important to find a financial advisor you can trust.
Your financial advisor should be someone who is not only well-versed in financial products and services, but who is also qualified and trusted to buy and sell securities on your behalf. What’s more, your financial advisor should take a holistic view of your financial picture and help you devise a program in line with your investing goals, timeline and tolerance for risk.
Jeffrey Hamm, CRPC®, is uniquely qualified to provide Navigator members with professional financial planning assistance. Jeff is Vice President for NCU Wealth Management and is also a Registered Representative with CUNA Brokerage Services, Inc. (CBSI), which offers a full range of investment products, variable insurance products and securities programs.
A lifelong resident of the Gulf Coast area, Jeff earned a B.S. degree in Finance from the University of South Alabama. He has been serving the members of Navigator for 7 years and recently was named to the CBSI Senior Advisor Leadership Team.
Jeff is committed to helping Navigator members steer through the challenges of the financial life cycle, which includes protecting assets, increasing net worth and managing wealth. To arrange a complimentary, no cost, no obligation initial consultation, call Jeff at 228-474-3427.
- Representatives are registered, securities are sold, and investment 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. Nondeposit investment and insurance products are not federally insured, involve investment risk, may lose value and are not obligations of or guaranteed by the financial institution. CBSI is under contract with the financial institution, through the financial services program, to make securities available to members. CUNA Brokerage Services, Inc. is a registered broker/dealer in all fifty states of the United States of America. The Representative may also be a credit union employee who accepts deposits on behalf of the financial institution.