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Erik Rhodes
Financial Consultant
Xceed Financial Credit Union
3330 Monroe Avenue
Rochester, NY 14618
Phone: 585.613.0181
Cell: 585.880.1094
Fax: 585.381.8805
erik.rhodes@lpl.com |
Biography
Erik Rhodes has been serving members and addressing their investment needs since 2002. As a Financial Consultant, Erik can create a comprehensive plan that will incorporate your financial goals and objectives, resulting in educated and confident financial choices. Erik has aided countless members with 401(k) rollovers and distribution choices. Erik also reviews existing life insurance policies and can make life insurance an integral part of your comprehensive financial plan.
Comfortable working with clients of all ages, Erik has experience in the following areas of personal finance:
- Retirement Planning
- Estate Planning
- Insurance Planning
- Risk Analysis
- Investment Portfolio Management
- Employment Transitioning
- College Planning
Registration/Licenses
FINRA Series: 6, 7, 63, and 65
State of New York: Life Insurance; Accident, Health or Sickness; and Variable
Not NCUA Insured. |
No Credit Union Guarantee. |
May Lose Value. |
Products offered are not obligations of the credit union.
Securities, Investment Advisory Services, and Insurance Products offered through LPL Financial & its affiliates, Member FINRA/SIPC.
The Xceed Financial Credit Union website contains links to sources outside the Credit Union that we believe are useful to visitors and members. Once you are linked to another site, you are subject to the privacy policy and terms of use of the new site. XFCU is not responsible for the content presented within the LPL Financial web site.
LPL Financial does not represent in any capacity either Xerox or the Xerox retirement plans.
Please be advised that while Xceed Financial Credit Union provides services and products to Xerox employees and their families, the Credit Union is a separate legal entity and is neither owned nor controlled by Xerox Corporation.
