Harvard FCU Launches Investment Services!

Harvard Federal Credit Union is pleased to welcome Raj Bhanshali as an Investment Advisor Representative for Harvard FCU Investment Services, a division of the credit union providing investment, retirement and financial planning services to members through CUSO Financial Services (“CFS.”)* In his position, Bhanshali will provide financial advice on investment and insurance strategies for members interested in retirement planning, wealth building, asset transfer to future generations, and more. He will be based out of Harvard FCU’s Harvard Square branch located at 104 Mount Auburn Street in Cambridge, MA.

“With Raj Bhanshali onboard, we are ready to assist members with their investing by offering access to a broad array of investment options and easy-to-understand guidance designed specifically for Harvard FCU” said Craig Leonard, Harvard FCU President and CEO.

Bhanshali works as a financial advisor with over 25 years of experience. Throughout his career, Raj has partnered with clients to help them identify their goals and dreams and then understand the financial implications of the life decisions they make.  Raj is originally from West Hartford, CT and attended Northeastern University in Boston, MA.

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