CorePlus Credit Union

Build a safe,
secure future.

Wealth Management

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.

 

Holland Rajaniemi
Holland Rajaniemi

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

coreplus wealth management

Let’s Talk

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.

Click Wealth Management  for more information.

*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.
FR-3049927.1-0420-0522 

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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?