Around the corner.
Around when you need us. It's
never been easier to take advantage of the personalized investment
services made available by NuMark Credit Union!
Planning your financial future? Take your first step here.
- Is your financial portfolio on track to meet your goals?
- Are you confident you’re investing properly to meet your retirement needs?
- Are you sure you’re setting enough aside for your child’s college education?
- Have you considered the possible tax implications of your current investments?
If you’re uncertain about the answer to any of these questions, it may be time for a financial check-up.
Through NuMark Financial Solutions, you have access to a full menu of planning and investment services including mutual funds, annuities, 529 college savings plans, stocks, bonds, Roth and Traditional IRA’s as well as life, disability and long-term care insurance. Whether your needs are personal or business-related, you have access to comprehensive financial planning at NuMark Credit Union.
Meet our Financial Advisor, Jim Benages. Jim will help you create your personal plan that takes into consideration all of your retirement needs including wealth accumulation, retirement income needs, college education funding as well as legacy planning. Jim is here to fully explain your options and will work with you to create a customized plan. If you would like additional information, talk to anyone at your local NuMark Credit Union branch or call 815-744-6830 today.
951 E. Lincoln Hwy. New Lenox, IL 60451 | 815.744.6830 |firstname.lastname@example.org Securities and advisory services through Cetera Advisor Networks LLC, member FINRA/SIPC. Cetera is under separate ownership from any other named entity. Investments are: Not FDIC/NCUSIF insured. May lose value. Not financial institution guaranteed. Not a deposit. Not insured by any federal government agency.
Check the background of this investment professional on FINRA’s BrokerCheck