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Investment Services Investment Services

Patrick CooganEFCU Financial is proud to partner with Patrick Coogan and Champion Wealth Strategies for your financial management needs. Champion Wealth Strategies (CWS) has built a reputation on helping clients create, preserve and protect wealth for their families and their businesses. CWS provides personalized strategies to help professional athletes, affluent business owners, executives, physicians and retirees to pursue their financial goals and dreams.

CWS's mission is to be a valuable, strategic partner contributing significantly to your success and quality of life by working with you to simplify the demands of managing your wealth.

CWS logoPatrick and the CWS team will work with you to create a personal financial blueprint you can follow to achieve your financial objectives. This service is offered at no obligation.

For more information, call the Champion Wealth Strategies team at (225) 456-5886  or click here to visit them online. Together, EFCU Financial and Champion Wealth Strategies, can provide a total package to help you realize your full financial potential. 

 


Securities and Financial Planning offered through LPL Financial, a Registered Investment Advisor. Member FINRA/SIPC. Insurance products offered through LPL Financial or its licensed affiliates. The investment products sold through LPL Financial are not insured EFCU Financial deposits and are not NCUA insured. These products are not obligations of EFCU Financial and are not endorsed, recommended or guaranteed by EFCU Financial or any government agency. The value of the investment may fluctuate, the return on the investment is not guaranteed, and loss of principal is possible.

Not NCUA Insured
Not Credit Union Guaranteed
May Lose Value

 

EFCU Financial Federal Credit Union and Champion Wealth Strategies are not registered broker/dealers and are not affiliated with LPL Financial.