Phone: (401) 739-4600 or (866) 739-9121 | Routing Number: 211590671

GCU Wealth Advisors

 

S Volpe

Stephen Volpe

Financial Advisor

Phone: 401-562-2743

Email: [email protected]

Check the background of this investment professional on FINRA’s BrokerCheck

The GCU Wealth Advisors Program is offered through CUNA Brokerage Services, Inc.*, a broker/dealer focused on serving credit union members. CUNA Brokerage Services, Inc. is an affiliate of CUNA Mutual Group.

There are many important financial decisions that must be made throughout someone’s life, so we have collaborated with GCU Wealth Advisors to help members with their financial needs. Whether you are a newly married couple, parents planning for your child’s education, an employee planning for retirement or someone facing an unexpected job change, Financial Advisor, Mr. Volpe, can help you reach your financial goals.

Helpful Links:

  • Log in to your brokerage account – CLICK HERE
  • How much retirement income will you need? CLICK HERE to learn more
  • MEMBERS Folio Investing – CLICK HERE

Work With Someone You Can Count On

Where do you see yourself in 5, 10, or even 20 years? Do your financial plans align with those goals? What if you had access to an experienced financial professional who cared as much about your future as you do?

Mr. Volpe can assist you with:

  • Portfolio Management
  • Insurance Planning
  • 401(k) Planning
  • Retirement Planning
  • Estate Conservation
  • Investment Planning
  • Business Planning
  • Education Funding

Whether they are large or small, contact Stephen Volpe today to schedule a no-cost, no-obligation appointment to discuss your individual needs.

*GCU Wealth Advisors are registered representatives of CUNA Brokerage Services, Inc.

Securities sold, advisory services offered through CUNA Brokerage Services, Inc. (CBSI), member FINRA/SIPC, a registered broker/dealer and investment advisor. CBSI is under contract with the financial institution to make securities available to members. Not NCUA/NCUSIF/FDIC insured, May Lose Value, No Financial Institution Guarantee.  Not a deposit of any financial institution CUNA is a registered broker/dealer in all fifty states of the United States of America.