Eric Williams
Client Services Professional
CUSO Financial Services, L.P.
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About Eric
Eric Williams is dedicated to providing exceptional service and assisting members to become financially ready for retirement.
Eric comes to Consumers with several years of experience as a financial advisor as well as over 20 years of experience in accounting. These things combined have helped prepare him for his position by giving him an insight into what it takes to become ready for retirement and how he can help members prepare.
“I love to make the dream of retirement a reality,” says Eric.
In his free time, Eric is on the board of directors for two small nonprofits. He is passionate about connecting with people and looks forward to doing so with Consumers members.
*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. Consumers Credit Union has contracted with CFS to make non-deposit investment products and services available to credit union members.
*Registered Representatives are registered to conduct securities business and licensed to conduct insurance business in limited states. Response to, or contact with, residents of other states will be made only upon compliance with applicable licensing and registration requirements. The information in this website is for U.S. residents only and does not constitute an offer to sell, or a solicitation of an offer to purchase brokerage services to persons outside of the United States.
