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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?

Regardless of where you are in your preparation, our team of experienced professionals can help you manage your investments and savings. A little strategic planning and insightful analysis now can go a long way to helping ensure your retirement is everything you hope it will be, and more.

In addition to a wealth of experience and knowledge, Belco’s financial professionals also offer a genuine concern for your financial success. Everything we do and recommend is made with your goals in mind. We’ll not only come up with a winning plan; we’ll also see it through.

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: Mar. 31, 6PM EST (Register)

Redefining a Diversified Portfolio: Apr. 7, 6PM EST (Register)

Three Transitions to Retirement: Apr. 14, 6PM EST (Register)

Social Security: Apr. 21, 6PM EST (Register)

Income for Life: Apr. 28, 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

Belco Community Credit Union