Greylock Investment Group VP Awarded CIS Designation
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| Photo compliments of Greylock Investment Group Photo caption: Tony Clement, Vice President, CFS, CAS, CIS, LPL Financial Advisor |
PITTSFIELD, Mass. - Greylock Investment Group (GIG), a division of Greylock Federal Credit Union is pleased to announce that Anthony B. Clement, Vice President, Certified Fund Specialist (CFS), Certified Annuity Specialist (CAS) and LPL Financial Advisor with Greylock Investment Group, has been awarded Certified Income Specialist (CIS) from The Institute of Business & Finance (IBF). This graduate-level designation is conferred upon candidates who complete a one-year educational program focusing on fixed-income instruments, retirement and financial planning, taxes, Medicare, withdrawal plans, stretch IRAs, and reverse mortgages.
According to Angelo C. Stracuzzi, President of Greylock Federal Credit Union said, “Continuing professional education enables our Financial Advisors to sharpen their skills and gain knowledge that will help them advise our clients on a comprehensive range of wealth management needs.”
Mike Fazio, Senior Vice President Greylock Investment Group added, “Members of the financial services community are taught how to help their clients accumulate assets. What has always been missing is comprehensive and unbiased information as to how to turn assets into a stream of reliable income. We are more than capable to address these issues and provide the answers.”
CIS certification requires mastery of Social Security and its programs, balanced growth, cash equivalents, fixing any income shortfall, home health care, real estate, surviving a bear market, plus accumulation and distribution concerns.
To earn this designation, Clement had to pass three comprehensive exams and a written case study as well as adhere to the IBF Code of Ethics and IBF Standards of Practice and fulfill annual continuing education requirements. The CIS designation is designed for brokers and advisors who have clients that are seeking current income. Clement has now joined this group.
A graduate of the University of Massachusetts, Clement resides in Lanesborough with his wife, Michele, and children Matthew, Lauren and Nicole. He can be reached at the 128 South Street office in Pittsfield, MA by calling (413) 997-8080.
About The Institute of Business & Finance:
IBF is accredited by the National Private Schools of Accreditation Alliance in all 50 states and is recognized as a non-profit charity by the IRS. IBF offers four additional financial designation programs: CAS (Certified Annuity Specialist), BCE (Board Certified in Estate Planning), CIS (Certified Income Specialist) and CTS (Certified Tax Specialist).
About Greylock Investment Group:
Greylock Investment Group is a division of Greylock Federal Credit Union and offers access to a full array of services including financial planning, retirement planning, investment management, mutual funds, annuities and portfolio management and is located at 128 South Street, Pittsfield in the Greylock Insurance Agency building and 66 Main Street in North Adams. More information is available by calling
413-997-8080.
Securities and Insurance products offered through LPL Financial and its affiliates. Member FINRA/SPIC
Not NCUA Insured ¦ No Credit Union Guarantee ¦ May Lose Value
Greylock’s family of businesses includes:
* Greylock Federal Credit Union - Membership is open to anyone who lives, works, attends school, worships or regularly conducts business in Berkshire County. Greylock Federal is wholly owned by its more than 68,000 members and offers full-service branches in Pittsfield, Great Barrington, Lee, Adams, North Adams, Williamstown and coming soon to Lanesborough. More information is available online at www.greylock.org.
* Greylock Insurance Agency with six locations county-wide, handling commercial and personal lines sales, group life, group dental, group disability insurance as well as claims service and premium payments.
* Greylock Marketing Group in Pittsfield is a full-service advertising agency dedicated to helping other credit unions, businesses and not-for-profit organizations meet their communications and marketing objectives.
