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 LPL Financial. For more information about LPL Financial, please visit lpl.com.
The CorePlus Wealth Management Services located at CorePlus Credit Union 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.
*Holland Rajaniemi 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 licenses affiliates. CorePlus Credit Union (CPCU) and CorePlus Wealth Management are not registered as a broker-dealer or investment advisor. Registered representatives of LPL offer products and services using CorePlus Wealth Management, and may also be employees of CPCU. These products and services are being offered through LPL or its affiliates, which are separate entities from, and not affiliates of, CPCU or CorePlus Wealth Management. Securities and insurance offered through LPL or its affiliates are:
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.