Verified recordInvestment Management

Don Dorr

Financial Advisor at Cuna Brokerage Services, Inc

Based in Schenectady, United States

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Seniority

Staff

Department

Finance & Accounting

Location

Schenectady

Industry

Investment Management

Company size

81

Contact information

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Email

1 credit

d•••••••@cunabrokerage.com

Phone

5 credits

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Background

About Don Dorr

As a financial educator, I help individuals and families at First New York Retirement and Investment Services reach their financial goals by providing financial advice based on 25+ years of experience in the industry. I work with a team of professionals helping families and individuals achieve their retirement and financial dreams. Working within a credit union, we focus solely on the best interests of the members. Partnering with CUNA Mutual Group - the investment and insurance company for credit unions - our goals are aligned in helping members. I not only help people with finances, but also volunteer as a board member for Catholic Charities Tri-County Services. We help provide an array of essential services to more than people each year, guided by the phrase 'Caring Beyond Belief'. In addition, I am a volunteer Catechist at my local church. DISCLOSURES The information contained in this e-mail message is being transmitted to and is intended for the use of only the individual(s) to whom it is addressed. If the reader of this message is not the intended recipient, you are hereby advised that any dissemination, distribution, or copying of this message is strictly prohibited. If you have received this message in error, please immediately delete. Securities and advisory services are offered through LPL Financial (LPL), a registered investment advisor and broker-dealer (member FINRA/SIPC). Insurance products are offered through LPL or its licensed affiliates. First New York Federal Credit Union and First New York Retirement and Investment Services are not registered as a broker-dealer or investment advisor. Registered representatives of LPL offer products and services using First New York Retirement and Investment Services, and may also be employees of First New York Federal Credit Union. These products and services are being offered through LPL or its affiliates, which are separate entities from, and not affiliates of, First New York Federal Credit Union or First New York Retirement and Investment Services. Securities and insurance offered through LPL or its affiliates are: Not Insured by NCUA or Any Other Government Agency Not Credit Union Guaranteed Not Credit Union Deposits or Obligations May Lose Value

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