Turn to CorePlus and our trusted personal financial management advisors.
Meet Our CorePlus Wealth Management Team
CorePlus Wealth Management is offered through LPL Financial.
Trusted Wealth Management from Your Trusted Credit Union
Meet Our Team
At CorePlus Credit Union, our dedicated wealth management professionals are committed to guiding you on a journey toward achieving your financial aspirations. We understand that each individual’s financial path is unique, and that’s why we prioritize tailoring plans that align with your specific needs, experiences, and time horizon. Together, we’ll create a personalized strategy centered around key financial goals such as wealth accumulation, retirement security, and optimizing asset transfers.
No matter where you find yourself on life’s journey, we possess the expertise, tools, and diverse financial products to collaboratively construct a comprehensive plan designed just for you. Initiating this process is simple – reach out to us for a no-cost, no-obligation initial consultation.
Keith Noyes, is an invaluable addition to the CorePlus Credit Union team. Supporting Holland in the Sales Coordinator role, and as a seasoned Credit Union Professional, Keith has garnered extensive experience across various facets of the banking industry.
Holding a B.B.A. in Finance from Radford University, Keith is driven by a mission to enhance financial literacy and independence for others. Beyond his financial expertise, Keith is a skilled gamer specializing in strategic games.
Eager to assist you in achieving your financial goals, Keith brings enthusiasm and commitment to provide members with the best possible service and results.
CorePlus is Ready To Help
• 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.