Free Investment Consultation

Financial Planning and Investment Services from Caring and Knowledgeable Advisors

We let our advice, professionalism, and knowledge be the reason you decide to work with us.  Your initial consultation is free.

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Call Debbie Bossack

607-257-3282 x3299  

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. CFCU Community Credit Union and CFCU Wealth Management are not registered as a broker-dealer or investment advisor. Registered representatives of LPL offer products and services using CFCU Wealth Management, and may also be employees of CFCU Community Credit Union. These products and services are being offered through LPL or its affiliates, which are separate entities from, and not affiliates of, CFCU Community Credit Union or CFCU Wealth Management. Securities and insurance offered through LPL or its affiliates are: