facebook-with-circle google-with-circle linkedin-with-circle twitter-with-circle youtube-with-circle search3 lock question6 plus3 arrow-up6 arrow-right6 arrow-down6 arrow-left6

Belco Retirement & Investment Services (BRIS)

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

Let BRIS Help You Be Ready For Tomorrow!

Our team of advisors is here to support your financial planning experience with a personalized plan unique to your situation, lifestyle, and goals. We can assist with::

Let us help you pursue your financial goals. No matter what your financial journey may have in store, you can count on Belco Retirement & Investment Serivces to assist you.

Retire as you desire with the assistance of BRIS. 

Meet The Team

When it comes to financial planning in Central PA, you need professionals that are ready to help you succeed. 

Our retirement and investment professionals are passionate about breaking down barriers around investing and helping you make sound decisions that keep your financial plan on track.

Jessica L. Aquiler, MBA*
Financial Advisor
Jessica.Aquiler@lpl.com

Tristan Hill*
Financial Advisor
Tristan.Hill@lpl.com

 Lauren Fuller*
Financial Advisor
Lauren.Fuller@lpl.com

Deisree Bell
Coordinator
Desiree.Bell@lpl.com

Josue Gabriel
Sales Coordinator
Josue.Gabriel@lpl.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.

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.

Rethinking DiversificationTue., Mar. 19, 20246:00PM ESTLink to Register
Social Security & Your RetirementWed., Apr. 4, 20246:00PM ESTLink to Register
Understanding MedicareWed., Apr. 10, 20246:00PM ESTLink to Register
Income for Life Wed., May 1, 20246:00PM ESTLink to Register
The Three Transitions to Retirement Wed., May 29, 20246:00PM ESTLink to Register
Rollover Planning Wed., Jun. 11, 20246:00PM ESTLink to Register
Rethinking DiversificationWed., Jun. 25, 20246:00PM ESTLink to Register

Belco Community Credit Union provides referrals to financial professionals of LPL Financial LLC (“LPL”) pursuant to an agreement that allows LPL to pay Belco Community Credit Union for these referrals. This creates an incentive for Belco Community Credit Union to make these referrals, resulting in a conflict of interest. Belco Community Credit Union is not a current client of LPL for advisory services. Please visit https://www.lpl.com/disclosures/is-lpl-relationship-disclosure.html for more detailed information.

Securities and advisory services are offered through LPL Financial (LPL), a registered broker-dealer (member FINRA/SIPC). Insurance products are offered through LPL or its licensed affiliates. Belco Community Credit Union and Belco Retirement & Investment Services are not registered as broker-dealer or investment advisor. Registered representatives of LPL offer products and services using Belco Retirement & Investment Services and may also be employees of Belco Community Credit Union. These products and services are being offered through LPL or its affiliates, which are separate entities from, and not affiliates of, Belco Community Credit Union or Belco Retirement & Investment Services. Securities and insurance offered through LPL or its affiliates are:

Not Insured by NCUA or Any Other Government AgencyNot Credit Union GuaranteedNot Credit Union Deposits or ObligationsMay Lose Value

The LPL Financial registered representative(s) associated with this website may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.