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Abenaki Retirement and Investment Services offers a wide range of investment and specialized financial products and services. *Please read disclosures at bottom of page.
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Carol S. Taylor, CFP®
Financial Advisor
Abenaki Retirement & Investment Services located at
55 Cushing St., Brunswick, ME 04011
(207) 373-5124
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Financial Planning
401(k) Planning
Wealth Management
Wealth Preservation
Personal Financial Assessments
Education Funding
Long Term Care Insurance
Portfolio Management
Financial and Insurance Planning
Retirement Income Planning
Do you have Questions about your Retirement or Investment Options?
Contact Carol for a no-cost, no obligation consultation.
MORE INFO
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*The products offered: (1) are not federally insured; (2) are not obligations of the credit union; (3) are not guaranteed by the credit union or any affliated entity; (4) involve investment risks, including the possible loss of principal; (5) if applicable, are being offered by an employee who serves both functions of accepting members' deposits and the selling of nondeposit investment products. Products and services offered on this page are not federally insured by the National Credit Union Administration (NCUA) and are not an obligation of the Credit Union.
Representatives are registered, securities are sold, and investment advisory services offered through CUNA Brokerage Services, Inc. (CBSI), member FINRA/SIPC, a registered broker/dealer and investment advisor, 2000 Heritage Way, Waverly, Iowa 50677, toll-free (866) 512-6109. Non-deposit investment and insurance products are not federally insured, involve investment risk, may lose value and are not obligations of or guaranteed by the financial institution. CBSI is under contract with Atlantic Regional Federal Credit Union to make securities available to members. CBSI is a registered broker/dealer in all fifty states of the United States of America.
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