Sean Ryan
Sean Ryan
Financial Advisor
(315) 356-3000 Ext. 6072
871 Arsenal Street
Watertown, NY 13601
Get Directions

My Background

As a trusted partner of AmeriCU Credit Union, I have a strong history of working with credit union members, their family and their friends. I've developed deep, consultative relationships with my clients and helped them make sound financial decisions that are consistent with their risk tolerance, investment timeline and goals. Working together, we create a customized plan to help achieve three key financial goals: 1) wealth accumulation during your working years, 2) security and independence in your retirement, and 3) the transfer assets in the most advantageous manner.

In today's fast paced world, many people do not have the time, energy or desire to do adequate research, monitoring and management of their investments. Additionally, when your net worth reaches a certain level (generally $100,000 or more), your needs become more complex and often require a higher level of service. A personalized management approach to your portfolio may be the right choice for you. Here's a sampling of what you receive when you choose professional management of your investments:

  • Access to institutional investment professionals
  • Enhanced diversification options
  • Asset-based fees rather than commission-based
  • Timely, action-oriented management of your wealth

If you'd like your portfolio to have the special attention your investments deserve, then let's get together and discuss your unique situation and your options.

I am a Registered Representative of CUNA Brokerage Services, Inc., member FINRA/SIPC. I am also a licensed representative of CMFG Life Insurance Company.

It's easy to get started. Please contact me for a no-cost, no-obligation consultation.

Professional Services
  • Comprehensive Financial Guidance
  • Wealth Management
  • Investment Management
  • Personal Financial Assessments
  • Retirement Income Planning
  • Financial Planning
  • Wealth Preservation
  • 401(k) Planning
  • Portfolio Management
  • Insurance Planning