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Len Cannon, Workers' Retirement Planning & Investment Center Financial AdvisorLen Cannon serves as a Financial Advisor for the Retirement Planning & Investment Center available through CUSO Financial Services, L.P.

Specialty

Len strives to provide the high quality service and guidance that you can expect from Workers. His primary goal is to educate our members in the very complex world of investments, insurance, and financial planning. This allows our members to make more intelligent, guided, and informed financial decisions with their money. Many of our members have future financial goals, but are uncertain as to how to achieve them. Len has the experience, resources and technology to assist.

A great client experience is extremely important to Len and he values all his client relationships. Len has always worked under the standard of doing “what in the best interest of his clients.”

Education & Experience:

Len holds a Bachelor of Science degree in Education from Georgia State University. He began his career as a financial advisor with the national brokerage Smith Barney and later transitioned to the position of Sr. VP of Investments at Westminster Financial Securities, a national independent brokerage. Len currently services members in the Groton, Townsend, Westford and Chelmsford branches.  He also holds Life and Health insurance licenses for MA, NH, ME and NC.

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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.

A Safe Place for Your Money

As a member of Workers, take comfort in knowing that every dollar you deposit is safe, secure, and 100% insured. All deposits are fully insured by a combined insurance coverage of the NCUA, up to $250,000, and the MSIC covers the rest. Now that’s safe keeping.