Select Page

Meet the Team

Retirement Services

CUNA Brokerage Services

David H. Goldpenny, CRPC®, LUTCF®

Vice President, Wealth Management

(716)434-2290 ext. 3048

 

Judith M. Roszman

Registered Representative

(716)434-2290 ext. 3050

The Cornerstone Investment & Retirement advisors are committed to helping you maximize your funds to prepare you for a successful retirement.  From beginning to end, our advisors will customize a financial plan that is tailored to you and your future.

Check the background of investment professionals on FINRA Broker Check.

*Cornerstone Investment & Retirement Services program is offered through CUNA Brokerage Services, Inc., a broker/dealer focused on serving credit union members. CUNA Brokerage Services, Inc. is an affiliate of CUNA Mutual Group. 

Cornestone Investment & Retirement Services advisors are registered representatives of CUNA Brokerage Services, Inc.  Representatives are registered, securities sold, advisory services offered through CUNA Brokerage Services, Inc. (CBSI), member FINRA/SIPC, a registered broker/dealer and investment advisor, which is not an affiliate of the credit union. 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-2880764.1-1219-0122