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William Cuba Jr., CLU - Reynolds Financial Advisors

» Financial Planning (15)
»» 401 K Rollover / IRA's (5)
»» Education Planning (1)
»» Retirement Planning (6)
»» Stocks & Bonds / Mutual Funds (4)
» Insurance (22)
»» Group Health & Disability (3)

Overview

Reynolds Financial Advisors 169 Midway Dr. DuBois, Pennsylvania 15801

William J. Cuba Jr., CLU®, is a Financial Advisor with Reynolds Financial Advisors in Du Bois, PA. Bill Currently holds his Pennsylvania Life, Accident, and Health licenses as well as his Series 7 and Series 66.

t: view phone814-371-5300

f: view fax814-371-5440

w: http://www.reynoldsfinancialadvisors.com

e: wcuba@woodburyfinancial.net

Description

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William J. Cuba Jr., CLU®, is a Financial Advisor with Reynolds Financial Advisors in Du Bois, PA. Bill Currently holds his Pennsylvania Life, Accident, and Health licenses as well as his Series 7 and Series 66. He recently earned the Chartered Life Underwriter (CLU®) designation through The American College in Bryn Mawr, PA. This designation required the completion of 8 courses and 16 hours of supervised examinations covering life and health insurance, pension planning, insurance law, income taxation, investments, financial and estate planning, and group benefits.

After graduating in 1999 from Penn State University with a BS Degree in Economics, Bill began his career with Morgan Stanley in Pittsburgh, PA. He has also worked for Mellon Private Wealth Management, before deciding to move back to the local area be closer to his family, where he was employed by Ameritas Financial Services in Punxsutawney.

In June 2011, Bill joined the team at Reynolds Financial Advisors in DuBois. As an independent financial advisor, he is able to utilize many different financial products/companies to best match his clients’ unique financial situation.

Please call Bill for any questions you may have regarding your financial services needs including:

Retirement Planning/Strategies:
IRAs (Roth, Traditional, SIMPLE, SEP)
401k Rollovers

Investments:
Stocks
Bonds
Mutual Funds
ETFs
Annuities

Education/College Planning:
529 Plans
UGMA, UTMA, Coverdell Savings Accounts

Insurance Planning:
Term
Permanent (Whole Life, Universal Life, Variable Universal Life)

Health Insurance:
Individual Plans
Group Plans
Short Term
HRAs, HSAs

To schedule an appointment to meet with Bill to review your current financial plans, or to start planning for your financial future, please call the Reynolds Financial Advisors office at (814) 371-5300 or email at wcuba@woodburyfinancial.net.

Investment Advisor Representative of, and Securities and Investment Advisory Services offered through Woodbury Financial Services, Inc. Member FINRA, SIPC and Registered Investment Adviser. PO Box 64284 St. Paul, MN 55164 (800)800-2638. Services offered only where licensed to do business. Currently licensed in Pennsylvania, West Virginia, and New Jersey.


www.finra.org

www.sipc.org

Hours of work

Monday - Friday 9:00 am - 5:00 pm or by appointment
Call Today 814-371-5300

Locations

169 Midway Drive, Dubois PA
Located between Wal-Mart and Lowes

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William Cuba Jr., CLU - Reynolds Financial Advisors
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