Steve L Lavergne

NCU Financial Advisor

Steve Lavergne has built a career on putting his clients first, designing tailored financial strategies that are both efficient and effective. With a history of helping families and businesses implement growth strategies and risk-management plans for every stage of their life, he’s been a trusted member of the NCU family for over 6 years.

To learn how Steve can add value to your financial future, contact him for a complimentary consultation at 401.484.0030.

Education

  • FINRA Registered
  • Insurance License Life, Accident and Health, Variable Annuity 

Career Highlights

  • Financial Services Industry, 2003 to present  

Professional Services

  • Retirement Income Planning
  • Tax-advantaged Investment Planning
  • Investment Management
  • Trust Services*
  • Wealth Preservation

Community Service Highlights

  • Rescue Lieutenant, Nasonville Volunteer Fire Department
  • Deputy Commander, Burrillville Ambulance and Rescue Association
  • Reserve Patrolman, Woonsocket Police

Personal

  • Married with four children

 

*Trust services available through MEMBERS Trust Company, a federal thrift regulated by the Office of the Comptroller of the Currency.

 

 

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. CBSI is a registered broker/dealer in all fifty states of the United States of America. The representative may also be financial institution employee that accepts deposits on behalf of the financial institution.

FR-2157813.1-0618-0720