A Program to Help You Meet Your Financial Goals
The BFCU Financial Advisors program is offered through CUNA Brokerage Services, Inc.*, a broker/dealer focused on serving credit union members. CUNA Brokerage Services, Inc. is an affiliate of CUNA Mutual Group.
Where do you see yourself in 5, 10, or even 20 years? Do your financial plans align with those goals?
There are many important financial decisions that must be made throughout someone's life, so we have collaborated with CUNA Brokerage Services to help members with all their financial needs. Whether it's a newly married young couple, parents planning for a child's education, a worker planning for retirement or someone facing an unexpected job change, Ray Lazcano from BFCU Financial Advisors can help you reach your financial goals.
Whether your goals are large or small, contact Ray today to schedule a no-cost, no-obligation appointment to discuss your individual needs.
Work with Someone You Know for:
- 401(k)/Pension Rollovers**
- Retirement Planning
- Business Planning
- Estate Conservation
- Education Funding
- Wealth Management
- Mutual Funds
- Investment Planning Life Insurance
- Long-Term Care Insurance
Direct Line: 857-220-0152
A former Vice President of a leading bond company and a global investment management firm, Ray was responsible for servicing top tier client relationships and is bringing over 20 years of financial experience to the members of Boston Firefighters Credit Union.
Ray is passionate about creating enduring relationships through his commitment to truly getting to know his clients and their needs, which enables him to provide guidance in a professional, friendly and caring way.
With a focus on the areas of retirement income planning and estate conservation, Ray has helped numerous clients achieve desired retirement lifestyles, while also meeting their asset protection and legacy goals. In addition, he has helped many clients simply organize their financial lives allowing them to make more confident, purposeful financial and investment decisions.
Outside of the office, Ray has coached little league baseball, football and basketball and is the proud father of his son James.
Your BFCU Financial Advisor Check the background of this investment professional on: FINRA's BrokerCheck
*This Investment product is not a deposit product of Boston Firefighters Credit Union and as such is not an obligation of BFCU, not guaranteed by BFCU and is not insured by MSIC or federally insured by NCUA. Advisors with BFCU Financial Advisors are registered representatives of CUNA Brokerage Services, Inc. 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. CUNA Brokerage Services, Inc., is a registered broker/dealer in all fifty states of the United States of America.
**Prior to requesting a rollover from your employer sponsored retirement account to an Individual Retirement Account (IRA), you should consider whether the rollover is suitable for you. There may be important differences in features, costs, services, withdrawal options and other important aspects between your employer sponsored retirement account and an IRA.