Investment Services
Members Financial Services
The MEMBERS Financial Services Program is designed exclusively for Freedom Members, and located at the Credit Union. It offers various insurance and investment programs (not federally insured) that complement traditional Credit Union savings plans (federally insured).
Some of the products and services available include:
- IRA Rollovers
- Retirement Planning
- Education Funding
- Mutual Funds
- Life Insurance
- Long-Term Care Insurance
- Wealth Management
Built for All Members
And, in the spirit of the Credit Union philosophy, this Program is designed to assist a wide variety of Members – from those just starting a savings plan, to those with sizable assets looking for more sophisticated management tools.
Whether you’re looking for guidance on just one financial issue you want to tackle today, or if you’re interested in putting together a comprehensive plan, please contact the MEMBERS Financial Services Program for a no-cost, no-obligation analysis. Call 215-612-6136 or Click Here to learn more.
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