The MEMBERS Financial Services Program offers a variety of investment and insurance products that complement those offered by your credit union. The program can provide a package of protection and asset accumulation products that can help you meet your personal financial objectives...whether those objectives involve saving for a home, providing a college education, or planning for a comfortable retirement.
HarborLight CU also has a personal finance advisor available - a dedicated career professional carefully selected and trained to serve credit union members who can work with you to help you achieve your personal financial goals and provide information on the following services and products:
- Money Management
- Retirement Planning
- Investment Planning
- Education Funding
- Tax Planning
- Estate Planning
- Mutual Funds
- Stocks/Bonds
- Insurance Planning
- Business Planning
Call (231) 894-5608 ext 240 for more information or to arrange a meeting with James Bird, the personal finance advisor at HarborLight CU. There is no cost or obligation!
