MASSENA -- Seacomm Federal Credit Union is now referring members seeking a financial advisor to an outside company. Mat Hastings of CBSI Brokerage Services, Inc. will now help Seacomm members …
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MASSENA -- Seacomm Federal Credit Union is now referring members seeking a financial advisor to an outside company.
Mat Hastings of CBSI Brokerage Services, Inc. will now help Seacomm members evaluate their financial situation, offer recommendations and coordinate their investment and insurance choices, according to Seacomm.
Products and services provided by CBSI include retirement planning, wealth management, mutual funds, education funding, 401K or pension rollovers, life insurance, long-term care insurance and more, Seacomm said.
“Our goal is to be a life-long, trusted partner for our members,” according to SeaComm President and CEO Scott A. Wilson. “Mat shares these goals, along with the credit union values of trust, safety and service every member of the SeaComm team strives to achieve. I’m confident Mat will provide our members with the information and support to meet their financial planning needs.”
“I look forward to serving the retirement planning and wealth management needs of SeaComm’s membership,” Hastings said. “I can help members identify their major financial objectives or recommend strategies to help them achieve financial security–even provide an objective second opinion on their financial situation.”
More info: 764-0566