Belco Retirement & Investment Services
We can assist you with:
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.
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.
Securities sold, advisory services offered through CUNA Brokerage Services, Inc. (CBSI), member FINRA/SIPC, a registered broker/dealer and investment advisor. 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-1572272.1-0816-0918