Investments and Financial Planning
Center Parc wants you to be a member for life! Whether you’re looking for comprehensive financial guidance, assistance with a specific financial goal or just a second opinion on your investments, Center Parc is ready to help.
We will get you started with great rates on an IRA or Certificate of Deposit, or we can connect you with a financial planner who is ready to help you optimize your investment portfolio.
Member Wealth Management*
When it comes to planning for your future – whether you’re planning for retirement, figuring out how to pay for college or considering estate planning strategy – it helps to have someone who’s experienced and knowledgeable at your side. The Member Wealth Management Team works closely with members on an individual level to help them devise strategies customized to their needs.
Their suite of services includes:
- Executive Benefits (SERP, 457f)
- Employee Retirement Plan Management (401k, Pension, IRA)
- One-on-one planning and advisory services
*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.