Meet Dennis Beaulieu - Financial Advisor
Over the last 24 years, through workshops and personal consultations, Dennis has helped a great number of people make sound financial decisions that have stood the test of time. Dennis has done this with focus on the member's individual comfort level, investment timeline, and goals. Working with members Dennis creates a strategy geared towards meeting three key financial goals: wealth accumulation during working years, security and independence in retirement, and the transfer of assets in the most advantageous manner. Periodically Dennis will review each member's situation and adjust as needed. It just makes sense as life changes so do financial needs and Dennis will be there at every stage of life. As a financial advisor located at P1FCU Investment Services, Dennis has a strong history of working with credit union members, their families and friends being a family man himself and spending time with his wife, sons, grandchildren, and dog Lucy whenever he can.
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P1FCU Investment Services advisors are registered representatives of CUNA Brokerage Services, Inc. Representatives are registered, securities sold, advisory services offered through CUNA Brokerage Services, Inc. (CBSI), member FINRA/SIPC, a registered broker/dealer and investment advisor, which is not an affiliate of the credit union. CBSI is under contract with the financial institution to make securities available to members. Not NCUA/NCUSIF/FDIC insured, May Lose Value, No Financial Institution Guarantee. Not a deposit of any financial institution. CUNA Brokerage Services, Inc. is a registered broker/dealer in all fifty States of the United States of America. FR-2647175.1-0719-0821
* Representatives are not attorneys. For legal questions, including a discussion about estate planning, please consult your attorney.