Everyone could use some financial guidance now and then—from everyday budgeting to managing debt to retirement planning.
That's why CU provides its employees access to investment professionals.
Meet with Fidelity's Samuel Casad if you are a CU employee who:
- already has a Fidelity account and wants some one-on-one time to consult with a professional.
- is considering opening a Fidelity investment account and is looking for more information about its services.
- is looking for financial guidance in general.
Is there a cost?
Because the cost of these sessions is already included in Fidelity's administrative contract with CU, there's no additional charge to you for using these services.
To schedule a one-on-one appointment, call 1-800-642-7131, or register online.
Not available this day? Don't worry: Fidelity and CU's other investment sponsors will host several financial consultation sessions throughout the year. Just check the Employee Services events calendar to find one that's convenient for you.