NORTH HAVEN, CT (July 18, 2016) — Connex Credit Union has been pleased to bring the Connex Investment and Retirement Services (CIRS)* program to its members, a financial services offering in the interest of serving the needs of its members. Designed exclusively for credit union members, CIRS is a full-service financial services program providing retirement, insurance and investment services to individuals.
Products and services provided by the financial program will include; Retirement Planning, Wealth Management, Mutual Funds, Education Funding, 401(k)/Pension Rollovers, as well as various other offerings designed around the needs of the credit union’s members.
The program works in cooperation with Connex Credit Union and complements the products and services the credit union makes available to its members. “Our goal has always been to be a life-long, trusted partner for our members,” explains Frank Mancini, president and chief executive officer, Connex Credit Union. “Together, with CIRS, we can provide a full-service package to help our members realize their full financial potential.”
CIRS will be staffed by William DeBille, a financial advisor with over 27 years in the financial industry. DeBille is available to meet with individuals to evaluate their financial situation, offer recommendations and coordinate their investment and insurance choices.
“Be assured,” continued Mancini, “that William DeBille will serve you with the same personalized attention you’ve come to expect from our credit union.”
For more information, contact William DeBille at 203-603-5735 today for a no-cost, no-obligation appointment or visit connexcu.org.
*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.
One of Connecticut’s largest credit unions, Connex Credit Union is a full-service credit union serving more than 64,000 members at eight branches. Membership is open to anyone who lives, works, worships, or attends school in New Haven, Hartford, Middlesex or Fairfield counties. For more information, please call 1-800-CR-UNION or visit connexcu.org,
Alecia Treichel
203.980.9556 (cell)
atreichel@mason23.com
