Financial & Retirement Planning

 

Buttelman & Associates Financial Services, LLC

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Buttelman & Associates Financial Services, LLC are the exclusive Financial and Retirement Advisors for Gold Coast Federal Credit Union Members since 1996. Buttelman & Associates work with Individuals, Small Business Owners, Employees, Employers, Police, Fire Rescue, Gold Coast Federal Credit Union affiliates, Universities and Third Party Administrators in the K-12 Educational community to provide financial services and products.

Services

  • Full Retirement Planning Solutions
  • Florida Retirement Systems, Pension Options, Investment Plan & D.R.O.P.
  • Social Security
  • Deferred Compensation
  • Traditional 403b, Roth 403b, 457 and 401K
  • Savings and Investments:
    • Mutual Funds*
    • Actively Managed Portfolios*
    • Variable Annuities*
    • Fixed Annuities
  • Simplified Employee Pension Plans
  • Qualified Retirement Plans
  • College Funding
  • Life Insurance
  • Long-term Care Insurance, Disability and Critical Illness
  • Medicare Supplemental Insurance

Their independent retirement planning process is rooted in providing each client with honest, objective advice and a personalized retirement plan.

For more information and to schedule an appointment, please call (561) 965-1000 ext. 1237/1254 or visit their website at www.buttelmanandassociates.com

Buttelman & Associates Financial Services, LLC are financial, investment and life insurance planners. *Securities and Advisory Services offered through GWN Securities Inc., member FINRA and SIPC, 11440 Jog Road, Palm Beach Gardens, FL 33418, (561)472-2700. 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 risk including possible loss of the principal amount invested. Please contact them at (561) 965-1000, ext. 1237/1254.

Buttelman & Associates Financial Services, LLC, Gold Coast Federal Credit Union and GWN Securities, Inc. are not affiliated.

Find UsLocation & Hours Contact Usvia phone or email Report Lost orStolen Card
800-472-3272

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