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 Holland.R@LPL.com. 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, Financial Advisor at (860) 885-3680