Connex Investment & Retirement Services
You don't have to be a number cruncher to be financially secure. With Connex Investment & Retirement Services (CIRS)* located at Connex Credit Union, we can help you understand which retirement, insurance and investment plans may be right for you and your family. And we offer a number of products and services including:
- 401k, pension or IRA rollovers
- Mutual funds
- Variable, fixed, and index annuities
- Brokerage account and general securities trading
- Wealth management
- Financial planning for education and retirement
- Financial management analysis and seminars
Your CIRS Representative is:
Call Will today for a no-cost, no-obligation consultation at 203.603.5735.
Check the background of this investment professional on FINRA's BrokerCheck.
To view the whole array of services available through CIRS:
A message from Will:
As a Financial Advisor, I offer insight and perspective from over 28 years of experience in financial services. My mission is to help members better understand their financial situation and options available, working with them to craft a financial plan which will meet their current and future needs. I am especially qualified to provide Credit Union members with professional assistance, quality financial products, and dependable service. Working together, I will help you make sound financial decisions consistent with your comfort level , investment time-line, and goals. We can start small and grow, or evaluate and build upon any existing financial plans. The end result will be a strategy designed to help you build, protect, use, and transfer assets in the most advantageous way.
As a trusted partner of Connex Credit Union, I have a strong history of working with members, their family and their friends. I have access to a wide variety of investment and insurance products. Specifically, we can make sure you have solid answers to these key questions:
- Is your retirement money invested properly?
- Will you have enough income in retirement?
- What should you do with an existing retirement plan from a previous employer?
- How will you pay for a child's or grandchild's education?
- Financially, what would happen to your family if you died?
- How will you pay for long-term care?
Periodically, we’ll review your situation and make adjustments as needed. It just makes sense – as your life changes, so do your financial needs, and I will be here for you at every stage of your life. Helping you reach your financial goals is my number one objective.
I am a Registered Representative of CUNA Brokerage Services, Inc.,* member FINRA and SIPC. I am also a licensed representative of CMFG Life Insurance Company.
It’s easy to get started. Please contact me for a no-cost, no-obligation consultation.
*Securities sold, Advisory Services offered, through CUNA Brokerage Services, Inc., Member FINRA/SIPC. Securities sold through CBSI under contract with the financial institution. Life insurance and annuity products are insured by CMFG Life Insurance Company and other leading carriers. Not NCUA/NCUSIF/FDIC insured. – No Financial Institution Guarantee – May Lose Value. Non-deposit 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. The representative may also be a financial institution employee that accepts deposits on behalf of the financial institution.
CUNA Brokerage Services, Inc. is a registered broker/dealer in all fifty states of the United States of America.