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Paul Chlebecek HeadshotPaul Chlebecek serves as a Financial Advisor at the Retirement Planning & Investment Center available through CUSO Financial Services, L.P.

Specialty

Paul enjoys devoting himself to his clients. His process is centered on developing strong relationships to better understand the unique goals and circumstance of each person he works with. He believes in a comprehensive approach for discovering what is most important to his clients, and builds personalized strategies designed to effectively grow, protect, and efficiently distribute their wealth.

Paul is dedicated to collaborating with our members on their path towards retirement and through their retired years. Additionally, he helps with investing in the stock market, education savings, estate transfer strategies, and insurance protection options for individuals and small businesses alike.

Education & Experience:

Paul attended Fitchburg State University and is a lifelong resident of Central Massachusetts. Apart from finance, his passions include playing hockey and golf along with performing as a professional guitarist.

Paul actively maintains his FINRA Series 7 & 66 securities licenses, along with being a licensed life insurance producer in multiple states. He is proud to make recommendations that are only in the best interest of his clients. He believes education and knowledge are paramount to his ability to provide you with sound financial advice and extraordinary service.
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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. Atria Wealth Solutions, Inc. ("Atria") is a modern wealth management solutions holding company. Atria is not a registered broker-dealer and/or Registered Investment Advisor and does not provide investment advice. Investment advice is only provided through Atria's subsidiaries. CUSO Financial Services, LP is a subsidiary of Atria. Fixed insurance products are offered through CFS Insurance & Technology Services, LLC.

CFS 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.