Financial Resources Federal Credit Union

Financial Advisors

A licensed and registered Financial Advisor, available through CUSO Financial Services, L.P. (CFS), our broker dealer, offers personalized, professional planning and advice, to help you develop a long-term investment strategy. ⁽¹⁾

Areas of Expertise:

Fee Based Advisory Services
Retirement Planning for 401k
Individual Retirement Accounts (IRAs)
Life Insurance (including disability and long-term care)
401(k) and 403(b) Rollovers

Exchange Traded Funds (ETF)
Mutual Funds
Estate Planning

To arrange for a complimentary financial consultation, stop by your local Financial Resources branch, fill out our online form or call us at 888.566.2876.

Financial Resources Investments and Insurance

Phone: 888.566.2876
Fax: 732.729.4685

Brian Karl

Financial Advisor
732.729.4684
Email me at bkarl@finresc.org

NJ Insurance License 1024115

Brian is registered to do securities business in the following states:

AZ, CA, CT, CO, FL, MA, MD, NJ, NY, OH, PA & TX

Kevin Albrecht

Financial Advisor
908.782.8632
Email me at kalbrecht@finresc.org

NJ Insurance License 8806250

Kevin is registered to do securities business in the following states:

CA, FL, MD, MA, NJ, NY, NC, PA & VA

(1) 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. Financial Resources Federal Credit Union has contracted with CFS to make non-deposit investment products and services available to credit union members.