 MEMBERS Financial Services
The MEMBERS Financial Services Program is a personal financial management service that can help you identify your major financial goals and objectives, analyze your current financial situation, and recommend alternative methods to help you achieve financial security. With the MEMBERS Financial Services Program, you can have the tools necessary to manage your finances in the face of inflation, taxation, and other uncertainties of life.
WEST-AIRCOMM Federal Credit Union is making this financial management service available to its members, and is pleased to introduce Costas A. Grekis, CRPC, Vice President, Wealth Management, as the MEMBERS Financial Services Representative.Costas has been with MEMBERS Financial Services for almost 10 years, has degrees in both finance and marketing, and has been a member of both NAIFA (National Association of Insurance & Financial Advisors) and MDRT (Million Dollar Round Table.) He also holds a CRPC (Chartered Retirement Planning Counselor) designation. Costas is especially qualified to provide Credit Union members with professional assistance, quality financial products, and dependable service.
If you would like to set up an appointment please call Renee’ Hubbard, from West- Aircomm, at 724-770-5904 or e-mail Renee’ at rhubbard@westaircomm.com.
There is no cost or obligation for the service…only a great opportunity to help yourself.
*Representative is not a tax advisor. For information regarding your specific tax situation,please consult a tax professional.
Representatives are registered, securities are sold, and investment advisory services offered through CUNA Brokerage Services, Inc. (CBSI), member FINRA/SIPC , a registered broker/dealer and investment advisor, 2000 Heritage Way, Waverly, Iowa 50677, toll-free 800-369-2862. Nondeposit investment and insurance products are not federally insured, involveinvestment risk, may lose value and are not obligations of or guaranteed by the financial institution. CBSI is undercontract with the financial institution, through the financial services program, to make securities available to members. FR041007-5137
FREE FINANCIAL COUNSELING!
At West-Aircomm we care about our members financial health. For this reason we now offer a FREE Financial Counseling program to all of our members. Through a partnership with BALANCE West-Aircomm now offers a comprehensive financial counseling program. This program includes such things as money management counseling, credit report review, debt management plan, and InBalance which is a checking account management program. Not only are these programs free to our members but they can be completed in the privacy and comfort of your own home! To find out more about these programs go to www.balancepro.net or contact a Member Service Representative at 724-775-9889.
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