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Investments

Firefly CU Advisors customize your financial strategy

When you look into the future, what do you see? We'll add the clarity of sound reasoning and proven strategies as your trusted financial partner to help you evaluate your situation, provide recommendations and coordinate your investment and insurance choices. We also can guide you through difficult decisions about your 401(k), IRA, TSP, ESOP or 403(b) roll-overs, retirement income planning and creating a comprehensive financial roadmap.

Firefly CU Advisors are ready to assist.

Bill Goldaris CRPC®

Vice President, Wealth Management
Financial Advisor
Chartered Retirement Planning CounselorSM

(952) 736-5080
William.Goldaris@cunamutual.com
Visit my web page

Anthony Bumgarner CRPC®

Vice President, Wealth Management
Financial Advisor
Chartered Retirement Planning CounselorSM

(952) 736-4942
Anthony.Bumgarner@cunamutual.com
Visit my web page

Justin Kasmiskie

Financial Advisor




(952) 736-5059
Justin.Kasmiskie@cunamutual.com
Visit my web page

Investments

Investments

Choose from various stocks, bonds, mutual funds and more
Retirement

Retirement

Planning assistance for every stage
Insurance

Insurance

Protection for you, your family and your assets
Planning Services

Planning Services

Estate planning, beneficiary review and educational resources

Let's talk about your financial plans.

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stop in at any of our locations

Supporting Your Efforts

You make important decisions every day, so sometimes making even one more (especially a financial one) can seem overwhelming. At Firefly, we want to help guide you through those choices so you can be better equipped to decide what’s right for you and your goals. Take a look at some of the resources we have available to you to aid in your financial decision-making process.

Wealth Management Services in Minnesota

Our expertise starts with our ability to listen to you. We invest the time necessary to understand what you want to achieve before we ever chart a course or offer recommendations. This personal approach results in customized solutions designed to help you reach your important income-planning goals.

Your blueprint for investment success

Our financial advisors explain our array of investment and insurance options so you thoroughly understand every element of your portfolio.

Investments Annuities
  • Mutual Funds
  • Stocks
  • Bonds
  • Municipals
  • Variable Annuities
  • Fixed Annuities
  • Fixed Index Annuities
  • Hybrid Annuities
  • Immediate Income Annuities
Real Estate Investment Trusts (REITS) Legacy & Estate Planning
  • Traded
  • Non-traded
  • Beneficiary review
  • Legacy documents (general guidance)
Managed Accounts Education Planning and Funding
  • Mutual Funds
  • Stocks and Bonds
  • Exchange Traded Funds (ETFs)
  • Strategies
  • Education investment account choices
Retirement Services Insurance Design & Procurement
  • Planning assistance for every stage
  • Employer retirement plan rollovers
    • TSP
    • MNDCP
    • 401(k)
    • Pension
    • ESOP
    • 403(b)
    • 457
    • SEP IRA
    • SIMPLE IRA
  • Individual Retirement Accounts
    • Traditional
    • Roth
    • Inherited
  • Self-Employed Retirement Plans
    • SEP IRA
    • SIMPLE IRA
    • Solo 401(k)
  • Life
  • Buy & Sell Agreements
  • Long-Term Care
  • Key Person
  • Disability Income
  • Pension Maximization
  • Explore more from the TruStage Insurance Agency

Securities sold, advisory services offered through CUNA Brokerage Services, Inc. ( CBSI ), member FINRA/SIPC, a registered broker/dealer and investment advisor. CBSI is under contract with the financial institution to make securities available to members. 2000 Heritage Way, Waverly, Iowa 50677, Toll-free 800-369-2862. Not NCUA/NCUSIF/FDIC insured, May Lose Value, No Financial Institution Guarantee. Not a deposit of any financial institution. CHARTERED RETIREMENT PLANNING COUNSELORSM and CRPC© are registered services marks of the College for Financial Planning®. CUNA Brokerage Services, Inc. is a registered broker/dealer in all fifty states of the United States of America. FR-1039829.Securities sold, advisory services offered through CUNA Brokerage Services, Inc. ( CBSI ), member FINRA/SIPC, a registered broker/dealer and investment advisor. CBSI is under contract with the financial institution to make securities available to members. 2000 Heritage Way, Waverly, Iowa 50677, Toll-free 800-369-2862.Not NCUA/NCUSIF/FDIC insured, May Lose Value, No Financial Institution Guarantee. Not a deposit of any financial institution. CHARTERED RETIREMENT PLANNING COUNSELORSM and CRPC© are registered services marks of the College for Financial Planning®. CUNA Brokerage Services, Inc. is a registered broker/dealer in all fifty states of the United States of America. FR-1039829.

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