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UNCLE Wealth Management

RSVP for our Upcoming Wealth Management Seminar

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The Principles of Preserving Wealth
Hosted by Ernest Collins
Financial Advisor, Cetera Investment Services
Vice President, UNCLE Credit Union
Insurance License: 0J14325

Tuesday, May 7th at 5:30PM
Zephyr Grill & Bar, Livermore - Vintage Room

Networking & hors d'oeurves at 5:30pm, and seminar beginning promptly at 6pm.

 

Learn more about UNCLE Wealth Management by visiting www.unclewealthmanagement.org.

UNCLE Wealth Management is a marketing name of Cetera Investment Services. Securities and insurance products are offered through Cetera Investment Services LLC (doing insurance business in CA as CFG STC Insurance Agency LLC: CA Insurance Lic # 0J14325), member FINRA/SIPC. Advisory services are offered through Cetera Investment Advisers LLC. Neither firm is affiliated with the financial institution where investment services are offered.

Investments are: *Not FDIC/NCUSIF insured *May lose value *Not financial institution guaranteed *Not a deposit *Not insured by any federal government agency.

UNCLE Logo - Dark Grey
2100 Las Positas Court
Livermore, CA 94551
(925) 447-5001
Routing # 321173072

Your savings federally insured to at least $250,000 and backed by the full faith and credit of the U.S. Government. National Credit Union Administration, a U.S. Government Agency. We do business in accordance with the Federal Fair Housing Law and the Equal Credit Opportunity Act. NMLS ID 729232.
Rates shown are current as of May 27th, 2024

Uncle Credit Union BBB Business Review