Guidance, Tools, Education and Services to Help You
Your Goals Are Our Priority.
Where are you today? Where do you want to be tomorrow? Our Adventure retirement and investment consultants are here to help you plan and seek to achieve your goals. We provide value, insight, perspective and innovative products and services to guide you toward financial independence.
Financial Professionals, Jim Bird and Ralph Kapalczynski, are available to meet at the branch most convenient to you to discuss your individual financial needs and goals. With more than 20 years of experience working with members, Jim and Ralph can provide you with needs-based financial management services to help you with money management, insurance services, college funding, retirement planning, investment strategy, estate conservation and more.
Check the background of these Financial Professionals on FINRA's BrokerCheck.
Contact Jim or Ralph using the form at the bottom of this page today and let them help develop a plan that makes sense for you!
Join us for free financial seminars through out the spring and summer! View the topics and register here: Free Seminars.