Financial planning is an important element in achieving financial goals, and we also understand that the term financial planning means something different to each person depending on their stage in life. To help our members achieve their goals, we've made UCU Wealth Management services available to our members. 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.
Whether you're planning for retirement, paying off debt, getting married, or saving for a child’s education, everyone can benefit from good financial planning services and tools.
Some of the features of our program include:
- 401(k) / Pension Rollovers
- Retirement Planning
- Education Funding
- Mutual Funds
- Life Insurance
- Long-Term Care Insurance
We invite you to schedule a complimentary consultation and advising session to discuss planning tips and the tools and products available to help you. Your UCU Wealth Management advisor will take the time to listen and review your goals while making recommendations.
Meet Trish Freiwald, CFP®, financial advisor, based out of our 15 Main Street Headquarters in Orono. 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.
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.