New choices for the future
There are many reasons an experienced investor might seek out investing consultation. If you already have investing experience but aren’t happy with your current situation or results, have questions you aren’t getting satisfactory answers to, want better attention and service, or possibly have additional funds you want to invest, we are here to help.
A big part of continued investing is evaluating your current situation, and making adjustments based on market changes and any changes to your financial life.
Invest Smarter
As a seasoned investor, you can always learn more, improve your investments, and consider new options. First Source and Choice Investments invite you to take advantage of our superior experience and Member service. Call 315-735-8571 to discuss your current level of investment and risk, your goals, and any changes you’d like to make to your portfolio or make an appointment with one of our friendly and knowledgeable representatives today. Simply click on the button below, select “Advisory Services” from the menu and choose “Investment Services.”
Stocks/Stock Funds, other securities, and advisory services are offered through Cadaret, Grant & Co., Inc., a Registered Investment Advisor and Member FINRA/SIPC. These products may also be offered by a First Source "dual employee" who accepts deposits on behalf of the credit union and also sells non-deposit investment products on behalf of Choice Investments LLC through Cadaret, Grant & Co. Choice Investments LLC, Cadaret, Grant & Co., Inc. and First Source are separate entities. You can check the background of these financial professionals through FINRA’s BrokerCheck. First Source Federal Credit Union is not a registered broker dealer and is not affiliated with Choice Investments LLC.
NOT FEDERALLY INSURED • MAY LOSE VALUE • NO CREDIT UNION OBLIGATIONS • NO CREDIT UNION GUARANTEE
Funds invested through Choice Investments are not federally insured, may lose value, and are of no way obligations of First Source FCU. Involves investment risk and may involve loss of principal. First Source has no guarantees of securities and annuities products offered through Cadaret, Grant & Co., Inc. Financial Professionals associated with this site are registered to conduct securities business and licensed to conduct insurance business in certain states. Response to, or contact with, residents of other states will be made only upon compliance with applicable licensing and registration requirements. The information in this website is for U.S. residents only and does not constitute an offer to sell, or a solicitation of an offer to purchase brokerage services to persons outside of the United States.