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.
CorePlus Wealth Management Services located at CorePlus Credit Union is staffed by Holland Rajaniemi. He 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.
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.
For more information, call Holland Rajaniemi at (860) 885-3680 or click the buttons below.
Holland M. Rajaniemi is available to meet with you to evaluate your situation, offer recommendations and coordinate your investment and insurance choices.
You may want to tackle just one financial issue today. We can help you:
• Roll over your 401(k), 403(b) or pension plan if you’ve changed jobs**
• Develop a savings and investment plan
• Create a comprehensive retirement income plan
• Manage your investments
• Protect your family with life insurance or long-term care insurance
• Save for college education costs
Can the MEMBERS Financial Services Program help me with retirement planning?
Yes, whether you are already retired, getting ready to do so or are just beginning to save for retirement, our program has sophisticated planning software and a wide array of investment products to help you fund the retirement lifestyle you’re seeking. We believe everybody has a unique vision of their retirement years and we help you manage your investments to support that vision.
**Prior to requesting your rollover from your employer sponsored retirement account to an Individual Retirement Account (IRA) you should consider whether the rollover is suitable for you. There may be important differences in features, costs, services, withdrawal options, and other important aspects between your employer sponsored retirement account and an IRA.
Broker Regulated by FINRA
LPL FINANCIAL LLC
202 Salem Turnpike,
Norwich, CT 06360
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:
Not Insured by FDIC or Any Other Government Agency
Not Bank Guaranteed
No Bank Deposits or Obligations
May Lose Value
CorePlus Credit Union (“Financial Institution”) provides referrals to financial professionals of LPL Financial LLC (“LPL”) pursuant to an agreement that allows LPL to pay the Financial Institution for these referrals. This creates an incentive for the Financial Institution to make these referrals, resulting in a conflict of interest. The Financial Institution is not a current client of LPL for advisory services. Please visit https://www.lpl.com/disclosures/is-lpl-relationship-disclosure.html for more detailed information.
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.
In order to process your application, you must answer the question below. Questions answered dishonestly will result in your application being denied.
Are you a current member of CorePlus Credit Union or do you live, work, or worship in New London County, Connecticut or Windham County, Connecticut?