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Invest for Future Success at Bellco
Do you prefer an interactive personal approach, talking face to face with a professional investment advisor, or, do you prefer to handle your investments online on your own schedule? Bellco has partnered with CUSO Financial Services (CFS)* to help you invest for success both ways. Bellco has also partnered with MEMBERS® Trust Company to provide you with trust services. Read on for more information.

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    Tax filing season is here again. If you haven't done so already, you'll want to start pulling things together — that includes getting your hands on a
  • Weathering the Storm: Are You Prepared?
    Severe weather can test even the most seasoned homeowners. And while storm hazards such as power outages, downed trees, and flooding can result in costly damage to your
  • College Saving: How Does a 529 Plan Compare to a Roth IRA?
    529 plans were created 22 years ago, in 1996, to give people a tax-advantaged way to save for college. Roth IRAs were created a year later, in 1997,
  • How does working affect Social Security retirement benefits?
    If you're thinking about working as long as possible to increase your retirement savings, you may be wondering whether you can receive Social
  • Will a government pension reduce my Social Security benefits?
    If you earned a government pension from a job not subject to Social Security tax withholding ("noncovered employment") and are also eligible for
    
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 *Non-deposit investment products and services are offered through CUSO Financial Services, L.P. ("Bellco"), a registered broker-dealer (Member FINRA/SIPC) and SEC Registered Investment Advisor. Products offered through Bellco: are not NCUA/NCUSIF or otherwise federally insured, are not guarantees or obligations of the credit union, and may involve investment risk including possible loss of principal. Investment Representatives are registered through Bellco. Bellco Credit Union has contracted with CFS to make non-deposit investment products and services available to credit union customers.

**Before deciding whether to retain assets in an employer-sponsored plan or roll over to an IRA, an investor should consider various factors including, but not limited to: investment options, fees and expenses, withdrawal penalties, protection from creditors and legal judgments, required minimum distributions, and possession of employer stock.

 


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