What is the real rate of return on CDs?
Hosted by Bob Bayliff and Patrick Marshall
Financial Advisors, CUSO Financial Services, L.P. (CFS) at Water and Power Community Credit Union
Presented by John Temme, Senior Regional Vice President, Pacific Life Insurance Company
CA License # 0D38690
*Non-deposit investment products and services are offered through CUSO Financial Services, LP (“CFS”) a registered broker-dealer (Member FINRA/SIPC) and SEC Registered Investment Advisor. Products offered through CFS: are not NCUA/NCUSIF or otherwise federally insured, are not guarantees or obligations of the credit union, and may involve investment risk including possible loss of principal. Investment Representatives are registered through CFS. The Credit Union has contracted with CFS for investment services. Atria Wealth Solutions, Inc. (“Atria”) is a modern wealth management solutions holding company. Atria is not a registered broker-dealer and/or Registered Investment Advisor and does not provide investment advice. Investment advice is only provided through Atria’s subsidiaries. CUSO Financial Services, LP is a subsidiary of Atria.
John Temme is not affiliated with CUSO Financial Services L.P. and/or Water and Power Community Credit Union.