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UCU Wealth Management

 

 

 

 

UCU Wealth Management

Services at UCU Wealth Management:

  • 401(k) / Pension Rollover Services
  • Retirement Planning
  • Education Funding
  • Mutual Funds
  • Life Insurance
  • Long-Term Care Insurance
  • Insurance Planning

To help people pursue their goals, we've made UCU Wealth Management services available to UCU members and future members in the communities we serve across the state of Maine.


 

Trish Freiwald

Trish Freiwald, CFP®

Trish Freiwald, CFP®, is a financial advisor and program manager, at UCU Wealth Management. She is here for U, to discuss financial planning, managing wealth, and navigating a suitable financial path for you. As a Certified Financial PlannerTM, she puts your best interests first and takes the time to learn about you and your unique situation to try to see you, the way you see you. Whether you are starting out, or have your plan in the works, contact Trish to schedule a no-cost, no-obligation confidential appointment to discuss your individual needs.

Contact Trish by phone 207-889-8233 or email p.freiwald@lpl.com.


 

Upcoming Virtual Seminars

Expand your knowledge of key financial topics. The virtual seminars are no-cost, no-obligation. Click on the button below to visit our seminar page for a full list of upcoming UCU Wealth Management seminars. Learn more and register today!

More about Trish: When she is not in the office or traveling the state to serve clients, you can find her enjoying the outdoors, family time, and all the things the great state of Maine has to offer all year round.

 

BrokerCheck by FINRA

Patricia Freiwald is a financial advisor with, and securities and advisory services are offered through LPL Financial (LPL), a registered investment advisor and broker-dealer (member FINRA/SIPC). Insurance products are offered through LPL or its licensed affiliates. University Credit Union and UCU Wealth Management are not registered as a broker-dealer or investment advisor. Registered representatives of LPL offer products and services using UCU Wealth Management, and may also be employees of University Credit Union. These products and services are being offered through LPL or its affiliates, which are separate entities from, and not affiliates of, University Credit Union or UCU Wealth Management. Securities and insurance offered through LPL or its affiliates are:

 

Not Insured by NCUA or Any Other Government Agency

Not Credit Union
Guaranteed

Not Credit Union
Deposits or Obligations


May Lose Value

The LPL Financial registered representative 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.