David R Priore
Financial Advisor

Century Heritage FCU
700 Regis Ave
Pittsburgh, PA 15236
(412) 650-2600, ext 114
dpriore@chfcu.org

Personal
Over the last 20 years, through workshops and personal interviews, I've helped a great number of people make sound financial decisions that have stood the test of time - while maintaining consistency with their individual comfort level, investment time-line and goals. Working together, I can help you create a strategy geared towards meeting three key financial goals:

1. Wealth accumulation during your working years,
   
   
2. Security and independence in your retirement, and
   
   
3. Transfer assets in the most advantageous way.

Periodically we will review your situation and make adjustments as needed. It just makes sense - as your life changes, so do your financial needs and I'll be here for you at every stage of your life.

Helping clients reach their retirement goals is one of my primary objectives. There are a lot of options for your retirement but the first step is developing a strategy. My job is to help you - whatever your age - create a sound financial strategy for the lifestyle you want to live in retirement.

I have a strong history of working with credit union members, their family and their friends. Specifically, we can make sure you have solid answers to these important questions:

• Is your retirement money invested properly?
• Will you have enough income in retirement?
• What should you do with an existing retirement plan from a previous employer?
• Is your insurance up to date and is the coverage adequate?
• How will you pay for long-term care?

It's easy to get started. Please contact me for a no-cost, no-obligation consultation.

My Professional Experience…

• More than 20 years experience as Financial Advisor, including 12 years as a manager.
• NASD registered.
• Licensed Insurance Agent.

My Professional Services

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Representatives are registered, securities are sold, and investment advisory services offered through CUNA Brokerage Services, Inc. (CBSI), member FINRA/SIPC, a registered broker/dealer and investment advisor, 2000 Heritage Way, Waverly, Iowa 50677, toll-free (800) 369-2862. Nondeposit investment and insurance products are not federally insured, involve investment risk, may lose value and are not obligations of or guaranteed by the financial institution. CBSI is under contract with the financial institution, through the financial services program, to make securities available to members. CBSI is a registered broker/dealer in all fifty states of the United States of America.

Nondeposit investment products are not federally insured, involve investment risk, may lose value and are not obligations of or guaranteed by the credit union.