Trust is everything. And we here at Belco Community Credit Union are truly honored at the trust
you place in us by being one of our members. With that in mind, we are pleased to highlight the availability of the Belco Retirement & Investment Services (BRIS) Program.
Designed exclusively for credit union members, and located right here at the credit union, the BRIS Program offers retirement, insurance and investment programs designed to help you and your family through a lifetime of financial planning needs.
Some of the products and services available include:
• 401(k) / Pension Rollovers*
• Retirement Planning
• Education Funding
• Mutual Funds • Life Insurance
• Long-Term Care Insurance
• Wealth Management
• Tax-managed Investing**
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 financial management tools. Whether you’re looking for guidance on just one financial need you want to tackle today, or if you’re interested in putting together a comprehensive plan, please call (717) 720-6220 for a no-cost, no-obligation analysis with a financial advisor.
*Prior to requesting a 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.
**Representatives are not tax advisors. For information regarding your specific tax situation, please consult a tax professional.
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. CBSI-1259623.2-0717-0820
Designed exclusively for credit union members, and located right here at the credit union, the BRIS Program offers retirement, insurance and investment programs designed to help you and your family through a lifetime of financial planning needs.
Some of the products and services available include:
• 401(k) / Pension Rollovers*
• Retirement Planning
• Education Funding
• Mutual Funds • Life Insurance
• Long-Term Care Insurance
• Wealth Management
• Tax-managed Investing**
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 financial management tools. Whether you’re looking for guidance on just one financial need you want to tackle today, or if you’re interested in putting together a comprehensive plan, please call (717) 720-6220 for a no-cost, no-obligation analysis with a financial advisor.
*Prior to requesting a 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.
**Representatives are not tax advisors. For information regarding your specific tax situation, please consult a tax professional.
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. CBSI-1259623.2-0717-0820
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