GERMANTOWN, Md.–Montgomery County Employees Federal Credit Union has launched a new financial advisory service for its members in conjunction with Member Wealth Management of Virginia Beach, Va.
The credit union said the new services will provide members with professional, experienced, financial advisory services. These services can be used for retirement and income strategies, investment analysis and portfolio allocation, and wealth transfer and estate planning strategies, MCEFCU said.
In addition to these new advisory services, the partnership with Member Wealth Management also provides credit union members with access to investment tools such as mutual funds, 529 college savings plans, stocks, bonds, and much more, MCEFCU added.
“MCEFCU is incredibly pleased to begin this partnership and provide a valuable service to our members,” said Jim Norris, president and CEO of MC EFCU. “With the addition of Member Wealth Management and their services, we continue to improve our product and service offering to members while truly becoming a full-service financial institution.”
The $130-million Montgomery County Employees Federal Credit Union has 13,000 members.