CorePlus Wealth Management located at CorePlus Credit Union, is a personal financial management program designed exclusively for credit union members. CorePlus Wealth Management is offered through CUNA Brokerage Services, Inc. and its parent company, CUNA Mutual Group. For more information about CUNA Brokerage Services, Inc., please visit cunabrokerage.com.
The CorePlus Wealth Management Services at CorePlus is staffed by Mr. Holland Rajaniemi who can help you map out a personal financial management program. Holland has experience in financial planning and will serve members well in helping them identify and achieve their financial goals.
Check the background of this investment professional on FINRA’s BrokerCheck
Download the pdf below to view all of the information available to help you understand your current financial situation and make informed decisions. Simply fill out the form and return it to request information on the subjects that interest you.
To set a no-cost, no-obligation appointment, call Holland Rajaniemi at (860) 885-3680, or email at [email protected]. Be sure to bring any documentation that will help your financial advisor understand your situation better such as account statements, tax forms, and benefit information. If married, it’s best that both you and your spouse attend. Lastly, always bring an open mind and a willingness to discuss the details of your situation.
*Wealth Management Services Advisors 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. 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.