Financial and Investment Services
We’re with you every step of the way.
When it comes to planning for your future and dealing with everything from college planning, retirement planning or even state strategies, it can help to have someone who is experienced and knowledgeable to assist you along the way. The Member Wealth Management Team works closely with our members to provide them with strategies that help them with their unique situations and meet their long-term savings goals through:
- Mutual funds
- Fixed and variable annuities
- Traditional and Roth IRAs
- 529 College Savings Plans
- Individual stocks and bonds
- 401(k) and other retirement programs
Protecting your investments is important too, which is why Member Wealth Management also offers Long-Term Insurance to make sure your loved ones are protected if anything should ever happen to you.
- Life insurance
- Disability income insurance
- Long-term care insurance
To get started, call Britany Enelow at 609.538.4061 (x2056) or email her at email@example.com.
Enjoy the freedom to prosper. If you have any questions about our Financial and Investment Services, just give us a call at 609.538.4061 or 800.538.4061, email us at firstname.lastname@example.org or stop by one of our branches.
Products and Services are: NOT A CREDIT UNION DEPOSIT; NOT NCUA INSURED; NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY; NOT GUARANTEED BY THE CREDIT UNION; MAY GO DOWN IN VALUE.
Securities, Investment Advisory and Financial Planning services offered through qualified registered representatives of MML Investors Services, LLC, Member SIPC: 222 Central Park Ave Suite 1100 Virginia Beach VA 23462 (757) 490-9041. Member Wealth Management and Credit Union of New Jersey are not a subsidiary or affiliate of MML Investors Services, LLC. CRN201907-214252
States licensed to sell insurance: DC, DE, GA, MD, NC, NJ, OH, RI, TX, UT, VA, WA
States licensed to sell securities: DC, DE, GA, MD, NC, NJ, OH, RI, TX, UT, VA, WA