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Judi Aho, Retirement Planning & Investment Center Administrative Assistant

Judi Aho serves as an Administrative Assistant to Mark Fantasia and the Retirement Planning & Investment Center available through CUSO Financial Services, L.P.

Specialty

Judi enjoys working with Mark in helping clients meet their financial goals. Their team approach has resulted in establishing many lasting client relationships in the 11 years that they have worked together. Judi’s strength lies in providing high quality service in all her interactions with clients and members.

Education & Experience:

Judi has been with Workers Credit Union for 15 years. She has extensive experience in the investment and insurance industry. She has a wealth of knowledge in the field that spans over 30 years.

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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