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 Jola Tyrpa at email@example.com 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
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. CRN202303-279359
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