SPECIAL ADVERTISING SECTION Wealth & Legacy / Wealth Management
NCU INVESTMENT SOLUTIONS
1005 Douglas Pike Smithfield, RI 02917 401-233-4337 ncuinvestments. com
Top row, from left: MICHAEL HOGAN, Senior Financial Advisor REID HANSEN, Senior Financial Advisor SARAH RIVARD, Operations Manager ELIZA SIRADZE, Senior Financial Advisor
OLIVER TUTT, SVP, Director of Wealth Management, Financial Planning
Bottom row, from left: MARIA DOUKAS, Senior Financial Advisor RUSSELL BOTVIN, Financial Planning, Investments Manager JACQUELINE PRESCOTT, Operations Associate ROBERT D’ AMICO, VP, Sr. Financial Advisor( not pictured)
NCU Investment Solutions delivers personalized financial guidance grounded in a disciplined, planning-first approach. Its team of experienced advisors seeks to build long-term relationships by taking the time to understand each client’ s unique financial circumstances, goals and risk tolerance. Through detailed factfinding and ongoing collaboration, the team develops customized strategies spanning investment management, retirement planning, tax considerations and estate coordination. Supported by an
Advisory Committee of seasoned investment professionals, their advisors construct diversified, cost-efficient portfolios that are actively monitored and aligned to each client’ s objectives. As fiduciaries, they are committed to acting in clients’ best interests with transparency and integrity. With regular reviews, education, and proactive communication, NCU Investment Solutions empowers clients to stay informed, adapt as life evolves and make confident financial decisions for the future.
Randall Financial Group, LLC d / b / a NCU Investment Solutions(“ NCUIS”) is a registered investment advisor and a wholly owned subsidiary of NCU Holding Company, LLC, which is a wholly-owned subsidiary of Navigant Credit Union. Products and services offered by NCUIS are not insured by Navigant Credit Union, the NCUA, or any other government agency. Such products and services are not deposits or obligations of Navigant Credit Union nor guaranteed by Navigant Credit Union. These products may involve investment risk and may lose value.
WCCU
WEALTH MANAGEMENT
WCCU WEALTH MANAGEMENT
122 Granite St. Westerly, RI 02891 401-637-4404 westerlyccu. com / wealthmanagement
The team, from left to right: DYLAN BUCK, WCCU Wealth Management Coordinator
WAYNE LAGASSE, Vice President of Wealth Management & LPL Financial Advisor
RICHIA ALLEN, Financial Advisor
You don’ t have to navigate important financial decisions alone.
At WCCU Wealth Management, we believe financial planning is about more than investments— it’ s about preparing you for the future. We take the time to understand your goals, answer your questions and create strategies tailored to your life and priorities. Whether
you’ re planning for retirement, managing investments or preparing for what’ s next, our experienced team can provide guidance every step of the way. With over twenty years of experience, we can help you move forward with clarity and confidence. Schedule a complimentary consultation to get started.
Securities and advisory services are offered through LPL Financial( LPL), a registered investment advisor and broker-dealer( member FINRA / SIPC). Insurance products are offered through LPL or its licensed affiliates. Westerly Community Credit Union and WCCU Wealth Management are not registered as a brokerdealer or investment advisor. Registered representatives of LPL offer products and services using WCCU Wealth Management, and may also be employees of Westerly Community Credit Union. These products and services are being offered through LPL or its affiliates, which are separate entities from, and not affiliates of, Westerly Community Credit Union or WCCU Wealth Management. Securities and insurance offered through LPL or its affiliates are:
Not Insured by NCUA or Any Other Government Agency Not Credit Union Guaranteed Not Credit Union Deposits or Obligations May Lose Value
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