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CorePlus Financial Planning & Retirement Services
CorePlus Financial Planning & Retirement Services located at CorePlus Credit Union, 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. For more information about CUNA Brokerage Services, Inc., please visit cunabrokerage.com.
The CorePlus Financial Planning & Retirement Services at CorePlus is staffed by Mr. Jay Noyes and Mr. Holland Rajaniemi who can help you map out a personal financial management program. Jay and Holland both have experience in financial planning and will serve members well in helping them identify and achieve their financial goals.
Check the background of these investment professionals on FINRA’s BrokerCheck.
To set a no-cost, no-obligation appointment, call Jay Noyes at (860) 885-3679 or Holland Rajaniemi at (860) 885-3680. 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.
*CorePlus Financial Planning and Retirement 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.