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  3. Zack Toelle

Zack Toelle, Financial Advisor, CFS

Zack Toelle

Financial Advisor
CUSO Financial Services, L.P.
904.371.8074
toelleza@c1cufl.org

You can schedule a complimentary financial review to speak with Zack at these branch locations:
Hodges | Lakewood | Oakleaf 

Originally from Lakeland, Florida, Zack joined the Community First team of CFS Financial Advisors and plans to stay "for a very long time."

Zack is registered to sell securities in the states of FL, GA, MI, SC, NV and UT. He is insurance licensed in FL. Zack is qualified to help you invest your assets with careful consideration.

Zack specializes in building members a financial plan that encompasses all areas of their life, especially with regard to retirement. In addition to specializing in state retirement options "DROP," Zack works one-on-one with business owners to set up and implement new plans and to monitor existing plans.

Married with three children (four if you count the dog!), Zack has a passion for Ford Mustangs and Drag Racing. But where personal growth is concerned, Zack  espouses a conviction of the late President Ronald Reagan: "There are no limits to growth, because there are no limits on human intelligence, imagination and wonder."

Check the background of this investment professional on FINRA's BrokerCheck.

*Non-deposit investment products and services are offered through CUSO Financial Services, L.P. (“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. Community First Credit Union of Florida has contracted with CFS to make non-deposit investment products and services available to credit union members. For specific tax advice, please consult a qualified tax professional.

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.