John Frausto Joins MEMBERS Financial Services at Kohler Credit Union
John Frausto has joined Kohler Credit Union as a financial advisor, exclusively serving the credit union’s membership, through MEMBERS Financial Services*. Frausto is now available to meet with members to evaluate their financial situation, and offer recommendations regarding their investment and insurance options.
“I look forward to serving the retirement planning and wealth management needs of Kohler Credit Union’s membership,” says John Frausto. “I can help members identify their major financial objectives or recommend strategies and provide products to help them achieve financial security–even provide an objective second opinion on their financial situation.”
Designed exclusively for credit union members, and located at the credit union, MEMBERS Financial Services is a full-service financial advisory program providing retirement planning, wealth management, mutual funds, education funding, 401(k)/pension rollovers, life insurance, and long-term care insurance..
“Kohler Credit Union’s goal is to be a life-long, trusted partner for our members,” explains John Ehmann, chief financial officer at Kohler Credit Union. “John shares this goal, along with the credit union’s values of trust, safety, and integrity. I’m confident John will provide our members with the products, support and service to meet their financial planning needs.”
MEMBERS Financial Services works in cooperation with Kohler Credit Union and complements the wide range of products and services the credit union makes available to its members.
For more information, contact Rhiannon Hinz at firstname.lastname@example.org or 920.783.2312. Or, you may contact John Frausto at 920-783-2313 today for a no-cost, no-obligation appointment.
Representatives are registered, securities sold, advisory services offered through CUNA Brokerage Services, Inc. (CBSI), member FINRA/SIPC, a registered broker/dealer and investment advisor, which is not an affiliate of the credit union. 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.