My Portfolio View To visit your investment portfolio online, please click here. Meet Mark Stein Since 2008, Mark has served as the CFS* Financial Advisor here at E&A Credit Union.  He has worked in the financial services field for close to a decade, identifying and then meeting the financial needs of his clients.  His personal and consultative approach assists in building relationships with each member and earns him the role of a trusted advisor you can count on. Mark believes that each member deserves professional and individualized service.  His goal is getting to know the financial needs, goals and dreams of each member and then creating a plan to help reach them.  He is honored and excited to bring his knowledge, experience and passion for helping others to the members here at E&A Credit Union. Make an Appointment Today! Receive a no-cost, no obligation consultation with Mark.  He is looking forward to meeting with you to review your financial situation! By Phone:  810.989.4139 By Email: mstein@eacu.org Services Offered The E&A Investment Services department provides a wide variety of products and services available through our broker-dealer, CUSO Financial Services, L.P. (CFS).*  Mark Stein, our CFS* Financial Advisor, is dedicated to helping you map out a financial plan to help meet your short and long-term financial goals.  Mark is prepared to assist you with a broad selection of financial services including: Retirement Planning Financial Portfolio Reviews 401(k) Rollover’s Retirement Income Planning College Savings Tax Advantaged Investments* Mutual Funds, Annuities, Stocks, Bonds, etc. Regardless of your specific financial situation or need, Mark can provide a sound, comprehensive strategy to help address your concerns and meet your goals. Realizing Your Dreams No two sets of personal financial dreams are alike.  That is why our money management strategies are designed to navigate the different stages of your life.  Have you dreamed of: Generating retirement income? Buying a beach condo for retirement? Leaving a financial legacy for family? Paying for children’s college? Whether your financial dreams are years away or just around the corner, we can help you prepare to be ready to reach them.  Mark has the experience and skills to analyze the complex data of an entire investment universe to give personalized recommendations, unique to each member – quickly and conveniently. Non-deposit investment products and services are offered through CUSO Financial Services, L.P. (“CFS”), a registered broker-dealer (Member FINRA/SIPC) and SEC Registered Investment Advisor.  Products offered through CFS: are not NCUA/NCUSIF or otherwise federally insured, are not guarantees or obligations of the credit union, and may involve investment risk including possible loss of principal. Investment Representatives are registered through CFS. (E&A Credit Union OR “The credit union”) has contracted with CFS to make non-deposit investment products and services available to credit union members. *For specific tax advice, please consult a tax professional.