Wealth Management
CorePlus Wealth Management is offered through LPL Financial.
Holland Rajaniemi
CorePlus Wealth Management Services located at CorePlus Credit Union is staffed by Holland Rajaniemi. He can help you map out a personal financial management program. Holland has experience in financial planning and will serve members well in helping them identify and pursue their financial goals.
To set a no-cost, no-obligation appointment, call Holland Rajaniemi at (860) 885-3680, or email at [email protected]. Be sure to bring any documentation that will help your financial advisor understand your situation better such as account statements, tax forms, and benefit information. If married, it’s best that both you and your spouse attend. Lastly, always bring an open mind and a willingness to discuss the details of your situation.
For more information, call Holland Rajaniemi at (860) 885-3680
Holland M. Rajaniemi is available to meet with you to evaluate your situation, offer recommendations and coordinate your investment and insurance choices.
CorePlus Wealth Management is Ready To Help:
• Rollover Services
• Develop a savings and investment plan
• Create a comprehensive retirement income plan
• Manage your investments
• Protect your family with life insurance or long-term care insurance
• Save for college education costs
Can the CorePlus Wealth Management Program help me with retirement planning?
Yes, whether you are already retired, getting ready to do so or are just beginning to save for retirement, our program has sophisticated planning software and a wide array of investment products to help you fund the retirement lifestyle you’re seeking. We believe everybody has a unique vision of their retirement years and we help you manage your investments to support that vision.
CRD#: 6413
202 Salem Turnpike,
Norwich, CT 06360
Disclaimer
Holland Rajaniemi is a financial advisor with, and securities and advisory services are offered through LPL Financial (LPL), a registered investment advisor and broker-dealer (member FINRA / SIPC). Insurance products are offered through LPL or its licenses affiliates. CorePlus Credit Union (CPCU) and CorePlus Wealth Management are not registered as a broker-dealer or investment advisor. Registered representatives of LPL offer products and services using CorePlus Wealth Management, and may also be employees of CPCU. These products and services are being offered through LPL or its affiliates, which are separate entities from, and not affiliates of, CPCU or CorePlus Wealth Management. Securities and insurance offered through LPL or its affiliates are:
| Not Insured by FDIC or Any Other Government Agency | Not Bank Guaranteed |
|
May Lose Value |
|---|
CorePlus Credit Union (“Financial Institution”) provides referrals to financial professionals of LPL Financial LLC (“LPL”) pursuant to an agreement that allows LPL to pay the Financial Institution for these referrals. This creates an incentive for the Financial Institution to make these referrals, resulting in a conflict of interest. The Financial Institution is not a current client of LPL for advisory services. Please visit https://www.lpl.com/disclosures/is-lpl-relationship-disclosure.html for more detailed information.
The LPL Financial registered representative(s) associated with this website may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.
