Financial Planning
Investments
As part of the MORE of Gold Coast membership, we have partnered with a local investment advisory team that provides expert guidance, planning and support for your short and long-term financial goals.
Buttelman & Associates Financial Services, LLC
Investment services or products are not insured by FDIC/NCUA, or any other federal agency. These services and products do involve risks including possible loss of the principal amount invested.
Buttelman & Associates Financial Services, LLC is the exclusive financial and retirement advisor for Gold Coast members since 1996. Buttelman & Associates work with individuals, small business owners, employees, employers, police, fire and rescue, Gold Coast affiliates, universities and third-party administrators in the K-12 educational community to provide financial services and products.
Services provided by Buttelman & Associates
Our retirement planning process is rooted in providing each client with honest advice and a personalized retirement plan—that's our goal! For more information and to schedule an appointment, please call (561) 433-6544 or visit our website.
Buttelman & Associates Financial Services, LLC are financial, investment and life insurance planners.
Securities offered through GWN Securities, Inc., Member FINRA/SIPC https://www.finra.org/.
11440 N. Jog Road
Palm Beach Gardens, FL 3341
(561) 472-2700.
Buttelman & Associates Financial Services, LLC, Gold Coast Federal Credit Union and GWN Securities, Inc. are separate companies.
Investment services or products are not obligations, deposits, guaranteed or endorsed by Gold Coast Federal Credit Union. Investment services or products are not insured by FDIC/NCUA, or any other federal agency. These services and products do involve risks including possible loss of the principal amount investment. Contact Buttelman & Associates at (561) 433-6544.
Check the background of this investment professional on FINRA's Broker Check.