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Belco's Online Banking

Belco Retirement & Investment Services

The Belco Retirement & Investment Services program is offered through CUNA Brokerage Services, Inc.,* a broker/dealer focused on serving credit union members. CUNA Brokerage Services, Inc. is an affiliate of CUNA Mutual Group. For more information about CUNA Brokerage Services, Inc., please visit www.cunabrokerage.com.

We can assist you with:

Money Management
Insurance Planning
401(k) Rollovers
Retirement Planning
Estate Conservation
Investment Planning
Business Planning
Education Planning


When you think about the future and retirement, are you excited or concerned?

Complimentary Virtual Financial Education Workshops

Join us from the comfort of your home or office as we discuss a variety of topics to increase your financial awareness. Financial education is an important aspect of any long-term plan.

Attend as many virtual workshops as you like. You’ll learn the answers to questions, including:

  • What are the benefits of rolling over a retirement plan to a personal IRA?
  • What are the pros and cons of leaving my money in the company plan when I change jobs?
  • What are the rules of the road for receiving Social Security?
  • How can you best maneuver through the rules of Medicare to plan for a successful retirement?
  • How can conservative investments help you face today’s economic risks?
  • What sources of income should you draw from and when?
  • How can you use annuities to guarantee income for life?
  • How does behavioral finance affect investment decision-making?

Women & Investing:  May 3, 6:30PM EST (Register)
Rollover Planning:  May 10, 6PM EST (Register)
The Three Transitions to Retirement:  May 17, 6PM EST (Register)
The Return to Conservative Investing:  June 14, 6PM EST (Register)
The Road to Retirement:  June 21, 6PM EST (Register)

Connect with Our Advisors


Jessica L. Aquiler, MBA
Financial Advisor
Tristan Hill
Financial Advisor


Patrick G. Heller, CRPC®
Financial Advisor




Check the background of these investment professionals on FINRA’s BrokerCheck.

Initial consultations are offered at no cost or obligation to members of Belco Community Credit Union. Call (717) 720-6220 or click here today to start planning for tomorrow.

*Belco Retirement & Investment Services Financial Professionals are registered representatives of CUNA Brokerage Services, Inc. Representatives are registered, securities sold, advisory services offered through CUNA Brokerage Services, Inc. (CBSI), member FINRA/SIPC, a registered broker/dealer and investment advisor, which is not an affiliate of the credit union. CBSI is under contract with the financial institution to make securities available to members. Not NCUA/NCUSIF/FDIC insured, May Lose Value, No Financial Institution Guarantee. Not a deposit of any financial institution. CUNA Brokerage Services, Inc., is a registered broker/dealer in all fifty states of the United States of America. CBSI – 3902745.1 – 1121-1223
The CFP® certification marks are not affiliated with CUNA Brokerage Service, Inc. CHARTERED RETIREMENT PLANNING COUNSELOR (SM) and CRPC® are registered service marks of the College for Financial Planning.  FR-3176299.1-0720-0822

Please be aware of fraudulent text messages targeting Belco members. We have received several reports of members receiving messages that appear to be from Belco. THESE MESSAGES ARE NOT FROM BELCO COMMUNITY CREDIT UNION. If you receive a message claiming to have a hold on your account, DO NOT click the on the link. Delete the message and block the number.