Retirement


Retirement The Heritage Way-Investment, Insurance, Retirement Program is offered through CUNA Brokerage Services, Inc.*, a broker/dealer focused on serving credit union members. CUNA Brokerage Services, Inc. is an affiliate of CUNA Mutual Group. For more information about CUNA Brokerage Services, Inc., please visit cunabrokerage.com.

Heritage Way can help you plan to achieve the financial goals and the retirement lifestyle you would like. Retirement is something we think about every day, and Heritage Way will give you an edge when it comes to reaching your retirement goals. We have a variety of products to fit your needs including 401k Rollovers. Email or call Tara at 802.776.2187  to make an appointment today to speak with the Heritage Way Team, and find out what is right for you.
 

Investments made through Heritage Way are not insured by the NCUA.
*Representative is not a legal expert. for legal questions, including discussions on estate planning, please consult your attorney.
*The Heritage Way-Investments, Insurance, Retirement Professionals are registered representatives of CUNA Brokerage Services, Inc. Representatives are registered, securities sold, advisory services offered through CUNA Brokerage Services, Inc. (CBSI), member FINRA/SIPC, a registered broker/dealer and investment professional, which is not an affiliate of the credit union. CBSI is under contract with the financial institution to make securities available to members. Not NCUA/NCUSIF/FDIC insured, May Lose Value, No Financial Institution Guarantee. Not a deposit of any financial institution.CUNA Brokerage Services, Inc. is a registered broker/dealer in all fifty States of the United States of America.
**The CERTIFIED FINANCIAL PLANNER TM certification marks are not affiliated with CUNA Brokerage Service, Inc.
**Prior to requesting a rollover from your employer sponsored retirement account to an Individual Retirement Account (IRA), you should consider whether the rollover is suitable for you.  There may be important differences in features, costs, services, withdrawal options and other important aspects between your employer sponsored retirement account and an IRA. Securities sold, advisory services offered through CUNA Brokerage Services, Inc. (CBSI), member FINRA / SIPC, a registered broker/dealer and investment professional. CBSI is under contract with the financial institution to make securities available to members. Not NCUA/NCUSIF/FDIC insured, May Lose Value, No Financial Institution Guarantee. Not a deposit of any financial institution. CBSI is a registered broker-dealer in all fifty states of the United States of America. FR-3052205.1-0420-0522 

Heritage Way
Manage all of your investment options through Heritage Way. Organize your finances and plan for the future with the many tools available through Heritage Way. Calculate what you may be worth when you retire, learn about investing in the Education Center or contact your Heritage Way representative.
Locations
Whatever your financial needs, day or night, you have access to your account information to help you meet your demanding lifestyle. From our branches, apps and call center we are here in Vermont and New Hampshire to serve you wherever you are.