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Investment & Retirement Planning

Build Something That Lasts

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Comprehensive Financial Planning and Strategy

Call Federal Investments & Retirement Team helps you plan your finances with confidence. We work with you to create a simple plan that covers your budget, savings, insurance, and retirement goals. Whether you’re saving for the future or seeking to protect what you’ve worked hard for, our team is here to support you every step of the way.

 

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Client-Focused

We go beyond the numbers to understand you and your goals. Start building your relationship with our team today.

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Personalized Planning

Focused on you and the goals you want to pursue, our personal approach creates the plan and steps that fit your investment and retirement needs.

Grow Money

Sound Strategies

Investment, estate, education, retirement planning, risk management, tax strategies, and much more — we build the plan, outline the strategies, and pay attention to the results.

How can we serve you?

You can meet with our team at no cost, or obligation to learn more.

Grow Money

Investment Services

Calendar

Retirement

Money Transfer

Mutual Funds / Stocks and Bonds

House

Estate Conservation

Education

Education

Briefcase

Insurance

Meet the Team

Let us help you create a personalized financial plan to work toward your unique goals.

  • The friendly face of Tres Moore, Certified Financial Planner, and Call Federal's Vice President of Wealth Management

    Tres Moore, CFP®

    Vice President, Wealth Management

    From retirement to college planning, Tres has years of experience creating financial plans and explaining to members how their money can be used to pursue their goals. He received his Masters of Science, 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 kids. In his free time, he enjoys playing soccer and running.

    Check the background of investment professionals associated with this site on FINRA’s BrokerCheck
     
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  • The friendly face of Scott Boze, Certified Financial Planner, and Call Federal's Investments and Retirement team

    Scott Boze

    Financial Advisor

    Scott works closely with members at every stage of life – whether you’re just getting started, building a business, or planning for retirement. A Richmond native, Scott brings a deep understanding of our community and a passion for helping others promote their financial goals. He earned his Bachelor of Science in Business Administration, specializing in Real Estate, from the University of Alabama. With a wealth of experience and a warm, approachable style, Scott takes pride in helping members navigate financial decisions with clarity and confidence.

    Check the background of investment professionals associated with this site on FINRA’s BrokerCheck
     
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  • Jenny Puckett

    Jenny Puckett

    Program Coordinator

    Jenny plays a vital role in supporting Tres and Scott by managing member interactions, coordinating administrative tasks, and ensuring the smooth daily operations of our team. Known for her warm, welcoming nature, Jenny is passionate about creating positive experiences for every member she meets. Her dedication to service and her cheerful approach help foster the friendly, approachable environment that sets Call Federal Investments and Retirement apart. Outside the office, Jenny enjoys making memories with her family and cherishes time spent together.

Let’s Get Started

You Want The Best For Your Future. So Do We. How Can We Help?

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Additional Resources – Brochures

 

Download the ‘Basics of Investing’ brochure

 

Download the ‘Basics of Social Security’ brochure

 

Download the ‘Basics of Estate Planning’ brochure

 

Download the ‘Aim for Your Best Financial Life’ brochure

Disclosures

The LPL Financial registered representative(s) associated with this webpage may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.

*Securities and advisory services are offered through the LPL Financial (LPL), a registered investment advisor and broker-dealer (member FINRA/SIPC).  Insurance products are offered through LPL or its licensed affiliates.  Call Federal Credit Union and Call Federal Investments and Retirement are not registered as a broker-dealer or investment advisor.  Registered representatives of LPL offer products and services using Call Federal Investments and Retirement, and may also be employees of Call Federal Credit Union.  These products and services are being offered through LPL or its affiliates, which are separate entities from, and not affiliates of, Call Federal Credit Union or Call Federal Investments and Retirement.  Securities and insurance offered through LPL or its affiliates are: 

Not insured by NCUA or Any Other Government Agency, Not Credit Union Guaranteed, Not Credit Union Deposits or Obligations, May Lose Value.
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