Greg Bolts
Contacts: Email: gbolts@cacu.com
Phone: (913) 652-5506
| Primary Branch: Nall Hills Road Branch
5601 W. 95th Street
Overland Park, KS 66207
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Advisor Information:
I am registered to transact securities business in the following states: CA, KS and MO.
I know that most CommunityAmericans are fairly financially savvy. That's why you picked the place with competitive rates and a whole range of other real advantages that help you do more with your money. As your CFS* Financial Advisor at CommunityAmerica Credit Union, I will use my 27 years of experience and Chartered Retirement Planning CounselorSM
(CRPC®) designation to focus on helping you plan for retirement. Together, we'll follow a well-defined process to help set financial priorities and objectives that match up with your personal goals and lifestyle. Through this process and with my one-on-one service, we can work together to make sure that your retirement planning experience is positive and satisfying.
So if you'd like customized retirement planning, college planning or asset allocation strategies that are designed to help achieve consistent returns, call me today. I'd love to help you get started on the road to your financial goals. |
* Investments and investment advisory services offered through CUSO Financial Services, L.P. (CFS), an independent broker-dealer and
SEC Registered Investment Advisor are Not NCUA/NCUSIF insured, are Not credit union guaranteed and May lose value. CommunityAmerica Credit Union is affiliated
with CFS. Financial Advisors are employees of CommunityAmerica Credit Union and registered through CFS. (Member FINRA/SIPC)