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FinanceWorks

Manage Your Money

Investments

MFSLogoWebsite.jpgThere's no better time to plan for your future than right now. MAFCU is here to help. We provide members access to full-service investment advice. So whether you're a seasoned investor or just getting started we can help you.

Full-service Investment Advice

MAFCU Financial Services, available through CUSO Financial Services, L.P.
is here to help you build a brighter financial future. Backed by MAFCU's commitment
to service and experience in personal finance, our knowledgeable CFS* Financial
Advisors provide quality investment products and services including:

Make a Complimentary Financial Consultation Appointment Today!

Get started on a brighter financial future for you and your family by making a Complimentary Financial Consultation appointment today!

Financial Wealth News 


 

 

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Jorge A. Amy, CFP®

Jorge graduated from the University of Maryland with a BS in 1976 and received his MBA from George Washington University, in 1980. The same year, he joined Citibank's international division until 1989 as a lending officer at Citi's headquarters in NY City.  In 1989 he made a career change into private banking and wealth management working for Citi and later for Bankers Trust, Chase Manhattan, Merrill Lynch and Bear Stearns.  From the end of 2004 onward, he moved into developing and growing as an independent financial advisor. To complement his independent practice, starting in 2005 he affiliated himself with New York Institute of Finance, in New York, as an instructor of wealth management, developing and delivering seminars primarily for professionals in the field. In 2006 he received his Certified Financial Planner ™ certification. Jorge's experience in wealth management is broad and he likes to work with all age groups. Understanding a client's current situation and goals are key to develop and implement sound investment solutions and nurturing long lasting relationships.  Jorge specializes in Social Security and Retirement planning, including rollovers from Thrift Savings Plan, 457, 401(k) or Defined Benefit Plan and focuses on matching the investment vehicle to the member's needs.  Jorge has two grown sons, who live and work in New York City. His personal interests include financial markets, American and Latin jazz, classical music, dancing, soccer, drawing, pool, darts and chess.

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Gary R. Marland

Gary attended the University of Maryland, College Park and Majored in Business Administration. Gary started out his professional career in the distribution industry as a manager and also became a small business owner for over 25+ years.  In 2007 he made a career change into the Financial Services industry starting with Edward Jones and he also worked at SunTrust Bank and most recently and Independent Agent in the Montgomery County area .  Gary's experience as a small business owner has really helped him to better educate his client base over the years.  He enjoys working with members and clients of all age groups to design and implement sound investment solutions to cover their many financial needs and hopes to build on the already long-term relationship that Mid-Atlantic Federal Credit Union provides.  Gary specializes in Social Security and Retirement planning, such as Thrift Savings Plan, 457, 401(k) Plan rollovers and College Planning needs for growing families in the community.  On a personal note, Gary is married and has 9 grown children. Gary has been a resident of Maryland 40+ years.  Gary is a 3rd degree Knight in the Knights of Columbus organization; he also enjoys classical, jazz and classic rock music along with quality time with wife and 10 grandchildren.

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Print out generated 04/24/14, 12:08:38 PM, from the Mid Atlantic Federal Credit Union web site at https://www.mafcu.org/manage-your-money/investments.