Financial Advisors

 

The Consumers Financial Group program is offered through CUNA Brokerage Services, Inc.*, a broker/dealer focused on serving credit union members. CUNA Brokerage Services, Inc. is an affiliate of CUNA Mutual Group.

Plan for a better future today.

Whether you're just looking to get started, make your money last, or just want a second opinion, Consumers Financial Group can help. Let us learn more about you to help you in reaching your goals. The Consumers Financial Group program is offered through CUNA Brokerage Services, Inc.*, a broker/dealer focused on serving credit union members. CUNA Brokerage Services, Inc. is an affiliate of CUNA Mutual Group.


Available Products

  • 401(k)/Pension Rollovers **
  • Traditional IRAs
  • Roth IRAs
  • Simple IRAs
  • SEP IRAs
  • Fixed Annuities
  • Index Annuities
  • Variable Annuities
  • Disability Insurance
  • Mutual Funds
  • Stocks/Bonds
  • Long-Term Care Insurance
  • Life Insurance
  • Education/College Planning

Meet the Team

Goran Tomic

Nov 30, 2016, 21:07 PM
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Goran Tomic

Financial Advisor
(847) 672-2016
[email protected]
22 W. Schaumburg Rd
Schaumburg, IL 60173




My Background

Helping you reach your financial goals is my number one objective. Applying over 13 years of experience within banking, lending and investment management, I'm able to work collaboratively with individuals, families and small business owners to achieve their financial goals.  Markets, goals and life circumstances change but we will constantly adjust and recalibrate as those needs change. 

As a trusted partner of Consumers Credit Union, I have a strong history of working with clients, their family and their friends. I have access to a wide variety of investment and insurance products. Specifically, we can make sure you have solid answers to these key questions:

  • Is your retirement money invested properly?
  • Will you have enough income in retirement?
  • What should you do with an existing retirement plan from a previous employer?
  • How will you pay for a child's or grandchild's education?
  • Financially, what would happen to your family if you died?
  • How will you pay for long-term care?

I am a Registered Representative of CUNA Brokerage Services, Inc., member of FINRA/SIPC. I am also a licensed representative of CMFG Life Insurance Company.  If you're looking for a passionate, committed, client-centric advisor, or simply looking for a second opinion on your portfolio, let's connect.

My Education
BS in Business Management Loyola University Chicago

Additional Skills
Fluent in Polish and Serbian

Other Locations
Northbrook
Palatine
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Let's get started! We'll work with you to help achieve your financial success.

*Consumer Financial Group Advisors are registered representatives of CUNA Brokerage Services, Inc.

**Prior to requesting a rollover from your employer sponsored retirement account to an Individual Retirement Account (IRA), you should consider whether the rollover is suitable for you. There may be important differences in features, costs, services, withdrawal options and other important aspects between your employer sponsored retirement account and an IRA.

Securities sold, advisory services offered through CUNA Brokerage Services, Inc. (CBSI), member FINRA/SIPC, a registered broker/dealer, and investment advisor.  CBSI is under contract with the financial institution to make securities available to members.  Not NCUA/NCUSIF/FDIC insured, May Lose Value, No Financial Institution Guarantee.  Not a deposit of any financial institution.  CUNA Brokerage Services, Inc. is a registered broker/dealer in all fifty states of the United States of America. FR-2149035.1-0618-0720