Member Wealth Management
Life’s biggest moments often come with big price tags – and even bigger decisions. The Member Wealth Management* team can help you tackle these important financial decisions with confidence.
Center Parc’s experienced and knowledgeable Member Wealth Management Team works closely with members to provide them with strategies to help plan for college, retirement and even estate matters. Your big life moments are precious, and our Member Wealth Management team is here to help you fund them responsibly!
Member Wealth Management services include:
- Retirement and income strategies
- Investment analysis and portfolio allocation
- Wealth transfer and estate planning strategies
Investment services include:
- Mutual funds
- Fixed and Variable annuities
- Traditional and Roth IRAs
- 529 plans (college savings plans)
- Individual stocks and bonds
- 401(k) and other retirement plans
Insurance services include:
- Life Insurance
- Disability Income Insurance
- Long Term Care Insurance
For more information or to schedule a Member Wealth Management appointment, please email Jola Tyrpa at [email protected] or call 757.493.4373.
Not a member of Center Parc yet? It’s easy to apply online.
*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 the Credit Unions are not a subsidiary or affiliate of MML Investors Services, LLC and affiliated companies. CRN202104-246823
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