CFS Financial Advisor
P: 260.487.3408 | E: email@example.com
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Josh offers a full range of investment products available through our broker dealer, CFS*. He's committed to doing what is right for your unique situation by providing the high quality service and guidance that you have come to expect from 3Rivers. Josh is securities licensed in the following states: CA, FL, IN, MD, MI, NE, NJ, NY, OH and PA. He's happy to work with you and introduce opportunities to help you meet your goals and answer any question you might have.
His general service areas include those areas in and around the following 3Rivers branches: Bluffton, Columbia City, Decatur, Harrison Square, Kendallville, and Scott Road.
Note: Electronic mail (email) is not secure. Any confidential or sensitive personal/business information should not be communicated in this manner.
*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. ClearFuture Financial is a trade name for the investment & insurance products available at 3Rivers Federal Credit Union.