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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 rules of the road for receiving Social Security?
  • 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?

 UPCOMING WORKSHOPS:

Income for Life:  Jan 27, 6PM EST (Register)
Medicare:  Feb 2, 6:30PM EST (Register)
Rollover Planning: Feb 10, 6PM EST (Register)
How to Weather a Bear Market: Feb 18, 6PM EST (Register)
The Return of Conservative Investing: Feb 24, 6PM EST (Register)

Connect with Our Advisors

Eric S. Pasquini, CRPC®, RICP
Vice President, Wealth Management
Eric.Pasquini@cunamutual.com
 
Jessica L. Aquiler
Financial Advisor
Jessica.Aquiler@cunamutual.com
Garrett Gillette
Financial Advisor
Garrett.Gillette@cunamutual.com
Tristan Hill
Financial Advisor
Tristan.Hill@cunamutual.com

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.
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