Belco Retirement & Investment Services
It's time to Clean House with your Finances
Most of us are private with our homes, family and finances. We actually clean the house the first time before we interview a housekeeper! The same thought holds true with our finances; we will clean them up, acquire money, and then seek out a financial professional.
Try a different mindset: our lives are so busy, use the people who can help you stay on top and be successful with everything! At Belco Retirement & Investment Services, we are available to help you make sound financial choices. It is not an intimidating experience-it is a helpful one. To make you more comfortable seeing us, let us explain how we work for you.
We Collect Information
Our needs-based approach means learning more about your financial needs, situation and goals. We gather information through face-to-face meetings, phone conversations and written communications with you.
Analyze and Make Recommendations
We study your basic input carefully, then prepare recommendations based on your financial foundation and the goals you are trying to reach.
Activate the Program with You
Then working closely with you, we activate your financial management program. Any decisions you make and any actions you take are entirely up to you.
Conduct Periodic Reviews
People, personal circumstances and the economy change. The most important part of your financial process is periodic reviews. We monitor your financial management program with you, keeping it on course to meet your financial needs and goals.
We can assist you with:
- Money Management
- Insurance Planning
- 401(k) Planning
- Retirement Planning
- Estate Conservation
- Investment Planning
- Business Planning
- Education Planning
Initial consultations are offered at no cost or obligation to members of Belco Community Credit Union. Call (717) 720-6220 today to start planning for tomorrow. Click here to visit our website.
Emmor E. Boslet, CFP®
Vice President - Wealth Management
Eric S. Pasquini, CRPC®
Jessica L. Buck
Check the background of these investment professionals on FINRA's BrokerCheck.
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.
The CFP® certification marks are not affiliated with
CUNA Brokerage Service, Inc. CHARTERED RETIREMENT PLANNING
COUNSELOR (SM) and CRPC® are registered service marks of the College for
Financial Planning. FR-1424744.1-0216-0318