Our motto is “Financial Healthcare for Life” and that is just what you get with our trusted investment services. Are you thinking about retiring? Are you thinking about your children’s college funds? Want to consolidate several brokerage accounts into one? Look no further, you have arrived at your financial planning headquarters!
Certificate
Are you looking to earn a higher rate without the risk of an uninsured investment? If that is the case then our Certificate account is right for you. Our Certificate accounts can be opened with a deposit of $1,000 and offer the security of the National Credit Union Administration share insurance. With terms ranging from 6 months to 60 months we have something for every investor.
IRAs
Your retirement starts here! Whether you are retiring in the near future or down the road, we are here to help you meet your goals. With our Traditional and Roth Individual Retirement Accounts (IRA) we offer a variety of products that will get you through those golden years. These accounts are also great for those looking to save while providing tax benefits*. All IRA accounts are federally insured up to National Credit Union Administration (NCUA) share insurance limits.
*Members should consult a tax advisor for additional tax information.
