Golam Ahmed, who has spent more than 30 years in the financial services industry, has joined Charter Oak Retirement and Investment Services* as its newest Financial Advisor. Advisor Golam Ahmed Joins Charter Oak Retirement and Investment Services
Ahmed has extensive experience in a broad range of banking and financial services, including branch management, mortgage and commercial lending, and financial wealth management. Charter Oak Retirement and Investment Services has experienced strong growth over the past several years and its growing staff now includes two Financial Advisors and a Vice President of Wealth Management in addition to support staff.
Charter Oak Retirement and Investment Services offers investment and insurance products and services, as well as financial and retirement planning. Its broad product line includes IRAs, mutual funds, managed accounts, stocks and bonds, life insurance, long-term care, and annuities.
“I’m looking forward to working with Charter Oak’s members to help them reach their financial goals by carefully developing a financial plan that aligns with their specific needs, experience, and time horizon,” Ahmed said. He will work with Charter Oak’s members to create a customized plan to achieve three important financial goals: wealth accumulation during the working years, security and independence at retirement, and the transfer of assets in the most advantageous tax-efficient manner. “Regardless of where Charter Oak members are in their life, I’ll work with them collaboratively to help them create and achieve their overall financial goals,” he said.
Ahmed is available for no-cost, no-obligation consultations and can be reached via email at Golam.Ahmed@cunamutual.com or via telephone at 860.446.3477.
Charter Oak is eastern Connecticut’s largest credit union with assets of more than $1.2 billion as of March 31, 2020. Charter Oak has an expansive and convenient branch network serving all of New London and Windham counties. For additional information about Charter Oak’s products and services please visit CharterOak.org. Federally insured by NCUA. Equal Housing Lender.
*Charter Oak Retirement and Investment advisors are registered representatives of CUNA Brokerage Services, Inc. Representatives are registered, securities sold, advisory services offered through CUNA Brokerage Services, Inc. (CBSI), member FINRA/SIPC, a registered broker/dealer and investment advisor, which is not an affiliate of the credit union. CBSI is under contract with the financial institution to make securities available to members. Not NCUA/NCUSIF/FDIC insured, May Lose Value, No Financial Institution Guarantee. Not a deposit of any financial institution. FR-3071494.1-0520-0622
