UCU Wealth Management
Services at UCU Wealth Management:
- 401(k) / Pension Rollovers
- Retirement Planning
- Education Funding
- Mutual Funds
- Life Insurance
- Long-Term Care Insurance
- Insurance Planning
To help people achieve their goals, we've made UCU Wealth Management services available to our members and future members in the communities we serve across the state of Maine. The UCU Wealth Management program is offered through CUNA Brokerage Services, Inc.*, a broker/dealer focused on serving credit union members. CUNA Brokerage Services is an affiliate of CUNA Mutual Group. For more information about CUNA Brokerage Services, Inc., please visit cunabrokerage.com.
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 the best financial path for you. As a Certified Financial Planner®, 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 firstname.lastname@example.org.
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.
Check the background of this investment professional on FINRA's BrokerCheck.
*UCU Wealth Management Professionals are registered representatives of CUNA Brokerage Services, Inc. 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. Trust services available through MEMBERS Trust Company, a federal thrift regulated by the Office of the Comptroller of the Currency. 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.