Designed exclusively for credit union members, and located right here at VSECU, the MEMBERS Financial Services Program offers retirement, insurance, and investment options designed to help you and your family through a lifetime of financial planning needs.
We’d like to introduce Brian Bishop. As our MEMBERS Financial Services Advisor, Brian will listen to what you want out of life AND your money. He is available to review your current financial situation and offer solutions to help you achieve your financial goals no matter what stage of life you are in. Or, if you already have a financial plan in place, Brian is here to review it, and would be happy to provide you with an objective second opinion.
Brian has extensive knowledge and experience in many life-planning matters that all of us should consider at some point in our lives, such as:
- 401(k)/Pension Rollovers
- Retirement Planning
- Education Funding
- Mutual Funds
- Life Insurance
- Wealth Management
- Tax-managed Investing
We believe in a holistic approach to meeting our member needs. You’ll experience this same approach from this financial advisor. For more information, or to schedule a no obligation appointment to meet Brian, call us at 802-371-5173.