We can connect you to a wealth of investment tools.
  • Create an investment plan
  • Review an established portfolio
  • Buy stocks, bonds and annuities
  • Start a retirement fund

There are so many investment options available, even people who are good with money can use a little professional advice about financial planning. At Florida Credit Union, we offer the expertise of financial advisors Ken Toops and Mark Paladino. Ken and Mark will gladly help you set a strategic course that will give you the best chance of reaching all your financial goals.

Ken Toops

Ken Toops brings more than 10 years of industry experience to the job. His mission is to help you implement and monitor financial plans that are designed to address your specific needs and objectives. He will accomplish this through a thoughtful, disciplined approach to investment and risk management. Ken can be reached at 352.377.4141, ext. 4272. You can also visit your local Alachua County Region branch to arrange an appointment.

Contact Ken

Mark Paladino

Mark has over 25 years of experience as a Financial Advisor. He combines experience with personal service to provide you with an appropriate and unique investment strategy. He takes the time to understand your financial goals and needs and will build an individualized plan to achieve them.

Mark earned a Bachelor of Science degree in Industrial Engineering from Pennsylvania State University. In addition, he attained a Master of Business Administration in Investment Management from Drexel University. His specialties are retirement planning, professional money management, portfolio risk management, annuities, 401K and IRA rollovers. Mark can be reached at 352.237.8222, ext.4271. You can also visit your local Marion County Region branch to arrange an appointment.

Contact Mark

Whether you’re planning for retirement, saving for college, or creating an estate plan, Florida Credit Union can help you achieve your goals. Our full complement of investment and insurance products include:

Brokerage Services

  • Individual securities: Stocks and Bonds
  • Mutual funds
  • Annuities

Individual and Business Retirement Plans

  • Traditional Individual Retirement Accounts and Roth IRAs
  • Rollovers of employee-sponsored 401(k) and 403(b) plans
  • College savings plans
  • Portfolio review and evaluation

Insurance

  • Life Insurance: Term, Whole Life, Variable, and Universal Life policies
  • Annuities: Fixed and Variable
  • Long-term care coverage
     

It doesn't matter what your current financial standing looks like; there are many reasons to seek investment assistance.

  • Starting a New Career. Assisting with budgeting and employer-sponsored investment plans
  • Protecting Your Family. Examining your overall income, savings, and insurance needs
  • Changing Jobs. Reviewing retirement plan options from past and present employers.
  • Saving for Retirement. Analyzing adequate income needs versus expenses.
  • Funding College. Choosing the right type of account and determining how much you'll need.
  • Preserving Wealth. Creating a lasting legacy for you and your family.

Investment Services Inquiry

Have questions for our Investment Services team? Fill out the form below and we'll get back to you as soon as possible. 

Disclosures

Non-deposit investment products and services are offered through CUSO Financial Services, LP (“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.

Financial Advisors are registered to conduct securities business and licensed to conduct insurance business in limited states. Response to, or contact with, residents of other states will be made only upon compliance with applicable licensing and registration requirements. The information in this website is for U.S. residents only and does not constitute an offer to sell, or a solicitation of an offer to purchase brokerage services to persons outside of the United States.

CFS representatives do not provide tax or legal guidance. For such guidance please consult with a qualified professional. Information shown is for general illustration purposes and does not predict or depict the performance of any investment or strategy. Past performance does not guarantee future results.

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