We carefully chose these two organizations that specialize in investment and insurance planning so that they can help you navigate your needs and answer all your questions.
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.
Please keep any eye on our website where we keep the Member Wealth Management information for details on upcoming webinars:
- October: Social Side of Social Security
- November: Retirement Income Sources
- December: Traditional vs Roth IRA’s
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 Jola Tyrpa at firstname.lastname@example.org to schedule an appointment. You may also visit any Branch location and a Team Member can refer you to Danny Hopkins.
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
Securities, Investment Advisory and Financial Planning services offered through qualified registered representatives of MML Investors Services, LLC, Member SIPC, 222 Central Park Avenue, Suite 1100, Virginia Beach VA 23462, 757.490.9041. Member Wealth Management and the Credit Union are not a subsidiary or affiliate of MML Investors Services, LLC and affiliated companies. CRN202104-246823
States licensed to sell insurance: DC, DE, GA, MD, NC, NJ, OH, RI, TX, UT, VA, WA
States licensed to sell securities: DC, DE, GA, MD, NC, NJ, OH, RI, TX, UT, VA, WA
TruStage™ Insurance Products
ValleyStar Credit Union is committed to helping our members improve their financial lives – and our commitment extends beyond providing deposit and loan products and services.
TruStage is insurance the credit union way. Their products and programs are made available through TruStage Insurance Agency and offered only to credit union members. Today, more than 14 million members rely on them for products, programs, services, expertise and experience. With a commitment to dependability and a members-first philosophy, they can help you protect what matters most.
To learn more or get a quote, click on the links below:
- TruStage Auto Insurance Program
- TruStage Home Insurance Program
- TruStage Accidental Death and Dismemberment (AD&D) Insurance
TruStage® Insurance products and programs are made available through TruStage Insurance Agency, LLC and issued by CMFG Life Insurance Company and other leading insurance companies. The insurance offered is not a deposit, and is not federally insured, sold or guaranteed by any depository institution. The products purchased through insurance and warranty programs are not products of the Credit Union and the Credit Union makes no representations as to the services of any third party provider.