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Investment Services

West Virginia Central Federal Credit Union has partnered with Commonwealth Finanacial Services in order to provide investment services to our members. 

 

• Financial Planning
• Risk Management
• Retirement Preparation
• Saving for College
• Investment Advice
• Stocks and Bonds
• Mutual Funds
• Fixed and Variable Annuities
• Retirement Plans
• Tax-Advantaged Investments
• Professionally Managed Assets
• Life Insurance
• Long-Term Care Insurance

 

 

 Andy Dollman, Financial Advisor
andy.dollman@cfswv.com I 304-422-3531

Andy is a Financial Advisor with Commonwealth Financial Services. He graduated from Marietta College with a degree in business and economics, and currently holds his Series 7 and 66 industry licenses, along with life and health. He is currently studying to obtain his CFP® designation.

Andy’s primary focus is to help each member plan for his or her future, and understands that every individual is at a different stage in life so their needs can be quite diverse. He strives to help members develop a customized plan built specifically to meet their unique needs and personal goals.

To learn more about Andy and Commonwealth, visit their website www.cfswv.com or call 304-422-3531. 

Check the background of this investment professional on FINRA's BrokerCheck.


Securities offered through Securities America, Inc. Member FINRA/SIPC, Advisory Services offered through Arbor Point Advisors. Commonwealth Financial Services, Securities America and Arbor Point are separate entities. Not NCUA Insured - No Credit Union Guarantees - May Lose Value

This site is published for residents of the United States and is for informational purposes only and does not constitute an offer to sell or a solicitation of an offer to buy any security or product that may be referenced herein. Persons mentioned on this website may only offer services and transact business and/or respond to inquiries in states or jurisdictions in which they have been properly registered or are exempt from registration. Not all products and services referenced on this site are available in every state, jurisdiction or from every person listed.