Ron Yount
Contacts: Email: ryount@cacu.com
Phone: (816) 412-4065
Fax: (816) 410-2882
| Primary Branch: Shoal Creek Branch
8450 N.E. Flintlock Road
Kansas City, MO 64157
Other Locations
by Appointment Only:
Liberty Hy-Vee
109 N Blue Jay Drive
Liberty, MO 64068
|
|
|
Advisor Information:
I am registered to transact securities business in KS, MO and VA.
As your CFS* Financial Advisor at CommunityAmerica Credit Union and a CERTIFIED FINANCIAL PLANNERTM, CFP®**, I am committed to helping you build a financial strategy that's right for you. Whatever goals you have, I will take time to understand the financial issues that are important to you and help you develop a clear plan for achieving your objectives. Together, we'll consider all the areas that impact your financial success, including college savings plans, long-term healthcare, retirement and wealth preservation. Getting a clear picture of the issues that matter to you is the first step to developing an investment strategy that fits your unique needs. Call or email me today so that we can begin turning each of your financial goals into reality. |
| |
*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. CommunityAmerica
Credit Union has contracted with CFS to make non-deposit investment products and
services available to credit union members.
**CFP and CERTIFIED FINANCIAL PLANNERTM are certification marks owned by the Certified Financial Planner Board of Standards, Inc. These marks are awarded to individuals who successfully complete the CFP Board's initial and ongoing certification requirements.