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Belco Retirement & Investment Service

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.

We can assist you with:

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

We Collect Information

Our needs-based approach means learning more about your financial needs, situation and goals. We gather information through face-to-face meetings, phone conversations and written communications with you.

Analyze and Make Recommendations

We study your feedback and concerns carefully, then prepare recommendations based on your financial goals, and the foundation you may have already established.

Activate the Program with You

We then work closely with you as we activate your financial management program. Any decisions you make and any actions you take are entirely up to you.

Conduct Periodic Reviews

People, personal circumstances and the economy change. The most important part of your financial process is periodic reviews. We monitor your financial management program with you, keeping it on course to meet your financial needs and goals.

 

Eric S. Pasquini, CRPC®, RICP

Vice President, Wealth Management

Jessica
Jessica L. Aquiler

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 advisors 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.
**Prior to requesting a rollover from your employer sponsored retirement account to an Individual Retirement Account (IRA), you should consider whether the rollover is suitable for you. There may be important differences in features, costs, services, withdrawal options and other important aspects between your employer sponsored retirement account and an IRA.
***Representatives are neither tax advisors nor attorneys. For information regarding your specific tax situation, please consult a tax professional. For legal questions, including a discussion about estate planning, please consult your attorney.
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-2188050.1-0718-0820.

1 2016 insurance barometer study, Life Happens and Limra

MEMBERS Insurance & Investments and MEMBERS are marketing names for the products, services and programs offered by CMFG Life Insurance Company (CMFG Life), MEMBERS Life Insurance Company (MEMBERS Life) and other leading carriers. MEMBERS® is a registered trademark of CMFG Life. CUNA Mutual Group is the marketing name for CUNA Mutual Holding Company, a mutual insurance holding company, its subsidiaries and affiliates.
Not NCUA/NCUSIF/FDIC insured, may lose value, no financial institution guarantee. Not a deposit of any financial institution. Representatives are not tax advisors or Social Security experts. For information regarding your specific tax situation, please consult a tax professional. To discuss your specific Social Security benefits, please contact the Social Security Administration office in your area.