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.
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
VP, Financial Advisor
Eric S. Pasquini, CRPC
Jessica L. Buck
Representatives are registered, securities are sold, and investment advisory services offered through CUNA Brokerage Services, Inc. (CBSI), member FINRA http://www.finra.org/ SIPC http://www.sipc.org/, a registered broker/dealer and investment advisor, 2000 Heritage Way, Waverly, Iowa 50677, toll-free (800) 369-2862. Nondeposit investment products are not federally insured, involve investment risk, may lose value and are not obligations of or guaranteed by the credit union. CBSI is under contract with the credit union, through the financial services program, to make securities available to members. CBSI is a registered broker/dealer in all fifty states of the United States of America.