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Investments & Retirement

Check out our recent article: Making & Keeping Financial New Year's Resolutions

Connect the Pieces to Your Financial Future 

Our members have different visions and varying needs for the perfect retirement. Planning for that perfect retirement can be overwhelming and confusing with living longer than past generations and the benefit landscape constantly changing. Today is always the right time to identify long-term goals and put a plan in place.

Let George Thompson and Tres Moore help you create that plan. They will listen to your individual needs to help you make educated choices for your financial plan and they can help you meet your unique goals by assisting with:

  • Retirement 
  • Investments
  • Insurance
  • Education
  • Estate conservation
  • Trust services
  • Mutual funds
  • Stocks and bonds

Let us help you meet your goals by scheduling your complimentary, no obligation consultation today, click here or call 804-274-1228.

Meet George Thompson CLU ChFC

George Thompson has over 28 years of financial services experience and has been with Call Federal Investments & Retirement since 1997. Prior to working in financial services, George spent 11 years at Philip Morris in a variety of roles – Industrial Engineer, Training Manager, and Financial Analyst.

Outside of work, George spends time with his wife, Mary Kay, four children, and two grandchildren. He enjoys playing and recording the guitar, boating, and traveling.

Check the background of this investment professional on FINRA’s BrokerCheck.

Contact George Thompson.

Meet Philip “Tres” H. Moore, CFP®, CERTIFIED FINANCIAL PLANNER™ practitioner* 

From retirement to college planning, Tres has years of experience creating financial plans and explaining to people how their money can be used to help meet their goals. He received his Masters of Business Administration from Strayer University. With his education and experience he can help create an individualized financial plan with professional advice on a broad range of financial topics including life insurance, pension planning, investments and group benefits. 

Tres is married with four children. In his free time, he enjoys playing soccer and running for exercise.

Check the background of this investment professional on FINRA’s BrokerCheck.

Contact Tres Moore.

*The CFP® certification marks are not affiliated with CUNA Brokerage Service, Inc.

Visit the Call Federal Investments and Retirement Investor Connection.

Securities sold, advisory services offered through CUNA Brokerage Services, Inc. (CBSI), member FINRA/SIPC, a registered broker/dealer and investment advisor. 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.
 
CUNA Brokerage Services, Inc., is a registered broker/dealer in all fifty states of the United States of America.

FR-1561249.1-0816-0918