Check the background of this financial professional on FINRA's BrokerCheck.

Zack Toelle
Financial Advisor

CUSO Financial Services, L.P.

Originally from Lakeland, Florida, Zack joined the Community First team of CFS Financial Advisors and plans to stay "for a very long time."

Zack is registered to sell securities in the states of FL, GA, MI, SC, NV and UT. He is insurance licensed in FL. Zack is qualified to help you invest your assets with careful consideration.

Zack specializes in building members a financial plan that encompasses all areas of their life, especially with regard to retirement. In addition to specializing in state retirement options "DROP," Zack works one-on-one with business owners to set up and implement new plans and to monitor existing plans.

Married with three children (four if you count the dog!), Zack has a passion for Ford Mustangs and Drag Racing. But where personal growth is concerned, Zack  espouses a conviction of the late President Ronald Reagan: "There are no limits to growth, because there are no limits on human intelligence, imagination and wonder." Check the background of this investment professional on FINRA's BrokerCheck

You can schedule a complimentary financial review to speak with Zack at these branch locations:
• Hodges
• Lakewood
• Westside
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  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. The Credit Union has contracted with CFS to make non-deposit investment products and services available to credit union members.  

Check the background of this financial professional on FINRA's BrokerCheck.