Financial Planning
We have partnered with RichMark a private wealth management firm, to provide investment and retirement planning services. RichMark Wealth Management was formed in 2008 and will coach you in managing your wealth.
“Our goal is to be a life-long, trusted partner for our members,” explains Doug Kelley, United Bay Community Credit Union CFO. “RichMark shares these goals, along with the credit union values of trust, safety and service every member of the United Bay Community Credit Union team strives to achieve. I’m confident this relationship will provide our members with the information and support needed to meet their financial planning needs.”
Services
Financial planning
Investments
Tax strategies
Estate planning
Investments
Tax strategies
Estate planning