Get your future on track
Ready to open an investment portfolio? Need help with financial planning?
The Financial Services program is offered through LPL Financial (LPL)*. For more information about LPL, please visit lpl.com
What can we help you with?
We can offer a variety of services, including access to stocks and bonds, mutual funds, managed accounts, annuities, IRAs and financial planning.
Meet your experienced advisor:
Cathy Genty
678-322-2241 | catherine.genty@lpl.com
Located at the Johnson Ferry Road Branch
Visit the CUGA Financial Services Page
Check the background of this investment professional on FINRA’s BrokerCheck.
*Securities and advisory services are offered through LPL Financial (LPL)*, a registered investment advisor and broker-dealer (member FINRA/SIPC). Insurance products are offered through LPL or its licensed affiliates. Credit Union of Georgia and CUGA Financial Services are not registered as broker-dealer or investment advisor. Registered representatives of LPL offer products and services using CUGA Financial Services, and may also be employees of Credit Union of Georgia. These products and services are being offered through LPL or its affiliates, which are separate entities from, and not affiliates of, Credit Union of Georgia or CUGA Financial Services. Securities and insurance offered through LPL or its affiliates are:
The LPL Financial registered representative associated with this website 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.
Credit Union of Georgia provides referrals to financial professionals of LPL Financial LLC (“LPL”) pursuant to an agreement that allows LPL to pay the Financial Institution for these referrals. This creates an incentive for the Financial Institution to make these referrals, resulting in a conflict of interest. The Financial Institution is not a current client of LPL for advisory services.
Please visit https://www.lpl.com/disclosures/is-lpl-relationship-disclosure.html for more detailed information.