Investments & Insurance

We carefully chose Member Wealth Management which specializes in investment and insurance planning to help you navigate your needs and answer all your questions about financial planning.

Investments, Insurance and Financial Planning

When it comes to planning for your future and dealing with everything from college planning, retirement planning or even estate strategies, it can help to have someone who’s experienced and knowledgeable to assist you along the way. The Member Wealth Management team works closely with our members to provide them with strategies that help with their unique situations.

Member Wealth Management Services Include:

Retirement and income strategies
Investment analysis and portfolio allocation
Wealth transfer and estate planning strategies

Investment Services Include:

Mutual Funds
Fixed and Variable annuities
Traditional and Roth IRAs
529 plans (college savings plans)
Individual stocks and bonds
401(k) and other retirement plans

Insurance Services Include:

Life insurance
Disability income insurance
Long term care Insurance

For more information about Member Wealth Management, please call Danny Hopkins today at 540-589-0037; or email Karen Reece at [email protected] to schedule an appointment. You may also visit any branch location and a Team Member can refer you to Danny Hopkins.

Investment and insurance products and services involve investment risk.

Products and Services are: NOT A CREDIT UNION DEPOSIT; NOT NCUA INSURED; NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY; NOT GUARANTEED BY THE CREDIT UNION; MAY GO DOWN IN VALUE

Insurance products and services are offered by Mutual of Omaha Insurance Company or one of its affiliates. Home Office: 3300 Mutual of Omaha Plaza, Omaha, NE 68175. Products not available in all states. Mutual of Omaha Advisors is a division of Mutual of Omaha Insurance Company. Not all Mutual of Omaha Financial Representatives are Financial Advisors. Registered representatives offer securities through Mutual of Omaha Investor Services, Inc. Member FINRA / SIPC . Investment advisor representatives offer advisory services through Mutual of Omaha Investor Services, Inc. This is not an offer or solicitation in any jurisdiction where we are not authorized to do business. The information provided is general in nature. It has been obtained from sources believed to be reliable, but no warranty is made as to its accuracy, timeliness or completeness. The information is not intended, and should not be construed as legal, tax or investment advice, or a legal opinion. Consult with your legal, tax or investment professional before taking any action based on this information. This information is not an offer to buy or sell any security.

Investments, Insurance and Financial Planning

Member Wealth Management Services Include:

Investment Services Include:

Insurance Services Include:

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