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Robert McMahon III, CFP®

Financial Consultant

CUSO Financial Services, L.P.

at DFCU

Email: robert.mcmahon@dfcufinancial.com
Phone: (313) 322-8268
Branch Locations: Novi, Birmingham, Madison Heights, Clinton Township

Check the background of this investment professional on FINRA BrokerCheck

Meet Robert McMahon III, Financial Consultant and Certified Financial Planner® at DFCU Financial Partners, registered through our broker/dealer CUSO Financial Services, L.P. (CFS).*

With years of experience in the insurance and investment industry, he will work with members to create, implement, and monitor their financial plan. Robert believes every client needs a solid dependable financial plan that is flexible enough to meet their changing needs and situations.

Robert specializes in helping his clients understand how to position their assets to achieve their goals and takes the time to educate his clients on the investment they own, why they own them and what they can expect.

Robert attended the University of Michigan and received a bachelor’s degree in finance from Walsh College. Robert holds his Series 7, 63 and 65 FINRA licenses and is also licensed to offer life insurance in the state of Michigan.

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*Non-deposit investment products and services are offered through CUSO Financial Services, L.P. (“CFS”), a registered broker-dealer (Member FINRA / SIPC) and SEC Registered Investment Advisor. Products offered through CFS: are not NCUA/NCUSIF or otherwise federally insured, are not guarantees or obligations of the credit union, and may involve investment risk including possible loss of principal. Investment Representatives are registered through CFS. The Credit Union has contracted with CFS to make non-deposit investment products and services available to credit union members.

Financial Advisors are registered to conduct securities business and licensed to conduct insurance business in limited states. Response to, or contact with, residents of other states will be made only upon compliance with applicable licensing and registration requirements. The information in this website is for U.S. residents only and does not constitute an offer to sell, or a solicitation of an offer to purchase brokerage services to persons outside of the United States.

CFS representatives do not provide tax or legal guidance. For such guidance please consult with a qualified professional. Information shown is for general illustration purposes and does not predict or depict the performance of any investment or strategy. Past performance does not guarantee future results.