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Meet your financial professionals

Our Financial Professionals have years of experience; they listen and take the time to answer your questions and explain your options.

https://www.globalcu.org/financial-planning/meet-your-financial-professionals/

Andrew Lee CFP®, EA

Financial Advisor

https://www.globalcu.org/financial-planning/meet-your-financial-professionals/andrew_lee/

Charles Taylor

Financial Advisor

https://www.globalcu.org/financial-planning/meet-your-financial-professionals/charles-taylor/

An Intro to Real Estate Investing

Does real estate investing make sense for you? Here’s what you need to know.

https://www.globalcu.org/learn/homeownership/real-estate-investing-beginners/

4 Reasons to Consider a Child Savings Account

Provide a safe environment for your child to learn the importance of saving money.

https://www.globalcu.org/learn/saving-budgeting/why-child-savings-account/

Mike Klopfer, CFP®

Senior Financial Advisor

https://www.globalcu.org/financial-planning/meet-your-financial-professionals/Mike-Klopfer/

Student Loans

Student loan options to hit your next educational milestone

https://www.globalcu.org/loans/personal-loans/student-loans/

Comparing Types of Retirement Plans

When it comes to retirement plans, there’s something for everyone.

https://www.globalcu.org/financial-planning/learn-investing/comparing-types-retirement-plans/

Business

Discover financial solutions your business needs to flourish and grow.

https://www.globalcu.org/business/

How Much Homeowners Insurance Do I Need?

Protect yourself by having the right homeowners insurance coverage.

https://www.globalcu.org/learn/insurance-tips/how-much-homeowners-insurance-do-I-need/