Jeffrey Gagnon has a strong history of working with credit union members, their family and their friends. Over the last 15 years, he’s developed meaningful relationships and helped his clients make sound financial decisions consistent to achieve three key financial goals: wealth accumulation during your working years; security and independence in your retirement; and transfer of accumulated wealth to your loved ones.
With his personalized management approach, Jeffrey can evaluate your portfolio and suggest strategies to get you closer to your goals. For a complimentary consultation, contact Jeffrey at 401.233.3107.
Securities and advisory services are offered through LPL Financial (LPL), a registered investment advisor and broker-dealer (member FINRA/SIPC). Insurance products are offered through LPL or its licensed affiliates. Navigant Credit Union and NCU Wealth Management are not registered as a broker-dealer or investment advisor. Registered representatives of LPL offer products and services using NCU Wealth Management, and may also be employees of Navigant Credit Union. These products and services are being offered through LPL or its affiliates, which are separate entities from, and not affiliates of, Navigant Credit Union or NCU Wealth Management. Securities and insurance offered through LPL or its affiliates are:
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