CorePlus Financial Planning & Retirement Services
CorePlus Financial Planning & Retirement Services is a personal financial management program designed exclusively for credit union members. CorePlus Financial Planning & Retirement Services is offered through CUNA Brokerage Services, Inc. and its parent company, CUNA Mutual Group.
CUNA Mutual has more than 100 years of insurance experience, and has provided over one-half century of support to credit unions. The CorePlus Financial Planning & Retirement Services at CorePlus is staffed by Mr. Jay Noyes and Mr. Carl Lauretti, who can help you map out a personal financial management program. Jay and Carl have extensive experience in financial planning and will serve members well in helping them identify and achieve their financial goals.
Check the background of these investment professional on FINRA’s BrokerCheck.
To set a no-cost, no-obligation appointment, call Jay Noyes at (860) 885-3679 or Carl Lauretti at (860) 885-3631. 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.
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Representatives are registered, securities are sold, and investment advisory services offered through CUNA Brokerage Services, Inc. (CBSI), member FINRA / SIPC, a registered broker/dealer and investment advisor, 2000 Heritage Way, Waverly, Iowa 50677, toll-free (866) 512-6109. Non-deposit investment and insurance products are not federally insured, involve investment risk, may lose value and are not obligations of or guaranteed by the financial institution. CBSI is under contract with the financial institution, through the financial services program, to make securities available to members. CBSI is a registered broker-dealer in all fifty states of the United States of America. FR110726-B0D1