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Ryan LeBlanc, Workers' Retirement Planning & Investment Center Registered RepresentativeRyan LeBlanc serves as a Registered Representative for the Retirement Planning & Investment Center available through CUSO Financial Services, L.P. Ryan works in a close partnership with David M. Earls. The two of them use a team approach that complements each other’s strengths and abilities to provide clients with the highest quality service and guidance.

Specialty

Ryan’s strength lies in providing financial insight on preparing for retirement, funding a college education, conserving an estate, and protecting loved ones from the expense of long-term health care. His focus is on the development and implementation of investment and insurance strategies. With client objectives as a guide, Ryan develops personalized, integrated financial strategies, based on specific time horizon and risk preferences, which address every stage of life.

Education & Experience:

Ryan graduated from University of Massachusetts, Dartmouth, with a Bachelor of Science degree in Finance. Ryan has his FINRA Series 6 & 63 licenses, and is a Licensed Insurance Representative for Life, Accident and Health.

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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.