Meet Terry Groom - Financial Advisor
As a dedicated financial advisor located at P1FCU Investment Services, Terry has a strong history of working with Credit Union members, their families, and friends. Terry retired from the Army Reserves in April 2018, after nearly three decades of active and reserve duty. Serving our country and individuals is a key component to Terry’s life and led him to his career in investment services. Over the last 25 years, he has developed trusted, consultative relationships with clients and helped them to make sound financial decisions that are consistent with their risk tolerance, investment timeline, and goals. Working with members, Terry helps create customized plans to help achieve three key financial goals: retirement savings during working years, security and independence in retirement, and the transfer of assets to loved ones in an advantageous manner. Terry is an investment services professional with the resources, interest, and time to research, monitor, and manage investment accounts.
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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-2647162.1-0719-0821
* Representatives are not attorneys. For legal questions, including a discussion about estate planning, please consult your attorney.