CONNECT

Address:

222 Central Park Avenue, Suite 1100
Virginia Beach, VA 23462

Phone:

757-725-5767

Fax/Other:

866-330-5699

Employee Benefits

In a time of increasing government oversight, market fluctuation and high employee turnover, it is critical to align your credit union with a strategic partner when offering employee retirement plans and benefit packages.    As an extension of Human Resources, our team understands fiduciary responsibility, compliance and transparency.  Our team goes beyond the cookie cutter approach to employee benefits and position clients to compete for top talent with an optimized and cost effective program.

 

Advantages to Credit Union

  •   DOL  compliant
  •   Risk assessment
  •   Creative benefit strategies
  •   Helps to attract and retain top talent

 

Advantages to Employee

  • Exposure to Financial Professionals
  • Quality product availability at a competitve price
  • Retirement Planning
  • Provides a competitive compensation package

 

Check the background of this financial professional on FINRA's BrokerCheck
Check the background of this financial professional on FINRA's BrokerCheck