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Meet Jack Ramsay

Experienced Financial Professional

Your Money — Your Future

During these times of fluctuating interest rates, we realize many members may be looking for alternative methods in which to place their hard-earned dollars besides traditional savings, checking accounts, money market, or savings certificates (CDs) including IRAs.

What's important to you is important to us, so we want to provide products and services that will help you get the most out of your money. Guardians Retirement & Financial Services offers a variety of ways to help make your money work harder and smarter for you. Our knowledgeable Financial Professional, Jack Ramsay, can help you:

  • Develop an investment and savings program for college funding, retirement and more
  • Generate income during retirement
  • Show you strategies to help grow your wealth while reducing risk
  • Provide insurance products to protect your family's future
  • Introduce you to a wide variety of investment products
  • Show you ways to potentially lower your taxes**
  • And more

If you are interested in learning more, contact Jack directly at (561) 686-4006 ext. 1120.

*Representatives are registered, securities sold, advisor 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.

**Representatives are neither a tax advisor nor attorney. For information regarding your specific tax situation, please consult a tax professional. For legal questions, including a discussion about estate planning, please consult your attorney.

FR-3498690.1-0321-0423
CUP-3541848.1-0421-0523