Meet your advisor: Brad Schwab

As a member of Widget Financial you have access to Brad Schwab, our knowledgeable Financial Advisor available through our broker-dealer CFS*.

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

In today’s market, it’s essential to work with a Financial Advisor who can provide you insight and guidance based on an understanding of your unique situation.

For over eight years Brad Schwab has concentrated on developing, implementing, and monitoring personalized financial plans for his clients. He specializes in retirement strategies and IRA rollovers for 401(k)’s, 403(b)’s, 457’s, Profit Sharing, TSP’s and CalSTRS.

Whether it’s developing sound solutions for your retirement, helping to generate income, or protecting your family in the event of injuring or death, Brad Schwab is here to:

Listen to your financial needs
Provide impartial advice to help you make informed decisions
Be dependable and responsive

If you would like to learn more about Brad Schwab and his services, feel free to contact him at 814.456.6231 ext. 260.

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. Widget Financial has contracted with CFS to make non-deposit investment products and services available to Credit Union members.

Contact

Phone: (814) 456-6231
Fax: (814) 453-2457
Email: info@widgetfinancial.com
Important Numbers

Nuts and Bolts

Tools and Gizmos

Careers

Routing # 243381117 | "APY" refers to "Annual Percentage Yield" | "APR" refers to "Annual Percentage Rate"

© 2017 Widget Financial, 2154 East Lake Road, Erie, PA 16511, 814.456.6231. All Rights Reserved. Widget Federal Credit Union does business as (DBA) Widget Financial. Non-depoosit investment projects 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. Widget Financial has contracted with CFS to make non-deposit investment products and services available to Credit Union members.

skip to top