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Nymeo Federal Credit Union works with Montgomery Financial Partners in assisting members reaching their financial goals! And, unlike advisors at large brokerage firms or banks, our Financial Advisors bring the same wealth of knowledge and experience but have offices at Nymeo branch locations in Frederick and Montgomery Counties. If meeting virtually or by phone is more convenient, they can do that too.
Geoff Tomasetti, AIF®, ChFC®, CFS® holds Series 7, 63, 65, life and health licenses, Accredited Investment Fiduciary, Chartered Financial Consultant (ChFC®) and Certified Fund Specialist (CFS®) designations. Geoff holds over 30 years of experience in the financial services industry, including working with Nymeo members in the past as a Financial Advisor. Geoff can be reached at 240-436-4075.
Stephen has been working in the financial service industry since 2015 and holds his Series 6, Series 63, and Series 65 licenses. He specializes in helping businesses construct 401(k) plans as part of their benefits package, as well as assisting management and general staff with guidance to the retirement landscape. Stephen can be reached at 240-436-4075.
As a member, your first meeting with our Financial Advisors is complimentary. Depending on your personal need, as well as the complexity of your situation, you may choose to pay for additional options. Schedule a time at your convenience to get started!
Securities offered to residents of AZ, CA, DC, FL, HI, IL, IN, MI, MD, MN, NC, NJ, NY, OH, OR, PA, SC, TN, TX, VA, WA, WV through Registered Representatives of Cambridge Investment Research, Inc., a broker-dealer, member FINRA/SIPC. Advisory services offered through Cambridge Investment Research Advisors, Inc., a Registered Investment Advisor. Montgomery Financial Partners and Cambridge are not affiliated. Cambridge's Form CRS (Customer Relationship Summary)
Check the background of this financial professional on Finra's BrokerCheck.
Credit Union- Non-deposit investment products are: Not NCUA insured, not credit union guaranteed, may lose value.
Bank- Non-deposit investment products are: Not FDIC insured, not bank guaranteed, and may lose value.
