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A.J. Coletti, Workers' Retirement Planning & Investment Center Vice PresidentA.J. Coletti is Vice President of Workers Credit Union and serves as program manager of the Retirement Planning & Investment Center available through CUSO Financial Services, L.P. He has over 20 years of financial services and retirement plan consulting experience.

A.J. works with his team to build a high-performance program that relentlessly focuses on creating extraordinary member experiences and helping clients achieve financial success by helping increase their financial opportunities throughout their lifetime.

Education & Experience:

A.J. earned a Bachelor of Science degree in Finance from Bentley University. He is also Life Insurance licensed in NH. He joined Workers Credit Union in August of 2017.

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Disclaimer

*Non-deposit investment products and services are offered through CUSO Financial Services, L.P. (“CFS”), a registered broker-dealer (Member FINRA/SIPC) and SEC Registered Investment Advisor. Products offered through CFS: are not NCUA/NCUSIF or otherwise federally insured, are not guarantees or obligations of the credit union, and may involve investment risk including possible loss of principal. Investment Representatives are registered through CFS. The Credit Union has contracted with CFS to make non-deposit investment products and services available to credit union members.

Financial Advisors are registered to conduct securities business and licensed to conduct insurance business in limited states. Response to, or contact with, residents of other states will be made only upon compliance with applicable licensing and registration requirements. The information in this website is for U.S. residents only and does not constitute an offer to sell, or a solicitation of an offer to purchase brokerage services to persons outside of the United States.

CFS representatives do not provide tax or legal guidance. For such guidance please consult with a qualified professional. Information shown is for general illustration purposes and does not predict or depict the performance of any investment or strategy. Past performance does not guarantee future results.

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