Wealth Management Services
Wealth Management isn't just for an exclusive club. It's for anyone who wants to build a better financial future for themselves and their family. Come talk to us to see how we might be of service.
The CCU Wealth Advisor Team
Move forward with confidence
Where do you see yourself in 5, 10, or 20 years? How can your finances help you pursue those goals? Tough questions. The good news is that we can connect you with the experienced professionals of CCU Wealth Advisors who can provide some solid answers.
Suzanne
Suzanne Wohlfeld
Wealth Advisor
Wealth Advisor
101 Sower Boulevard, Frankfort, KY 40601
502.564.4775
800.228.6420, ext. 5447
Fax 502.564.1551
James
James McGary
Wealth Advisor
Wealth Advisor
2540 Sir Barton Way, Lexington, KY 40509
502.564.4775 ext. 5453
800.877.7210
CCU Wealth Advisors Services
Today’s complex and ever-changing financial marketplace makes successful investing more challenging than ever. It’s important to take a team approach to prepare for your financial future. CCU Wealth Advisors is available to help members with all their wealth management needs.
Whether you're a newly married couple, parents planning for a child’s education, or a worker planning for retirement, CCU Wealth Advisors can help you map out a plan for pursuing your financial goals.
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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. Commonwealth Credit Union and CCU Wealth Advisors are not registered as a broker-dealer or investment advisor. Registered representatives of LPL offer products and services using CCU Wealth Advisors, and may also be employees of Commonwealth Credit Union. These products and services are being offered through LPL or its affiliates, which are separate entities from, and not affiliates of, Commonwealth Credit Union and CCU Wealth Advisors. Securities and insurance offered through LPL or its affiliates are: