Insurance & Investments from a Trusted Partner

Have you checked out Belco’s Retirement and Investment Services yet? Designed exclusively for credit union members, and located right here at the credit union, Belco’s Retirement and Investment Services offers retirement, insurance and investment programs designed to help you and your family through a lifetime of financial planning needs.

Some of the products and services available include:

  • 401(k) and Pension Rollovers
  • Retirement Planning
  • Education Funding
  • Mutual Funds
  • Life Insurance
  • Long-Term Care Insurance
  • Wealth Management
  • Tax-managed Investing

And, in the spirit of the credit union philosophy, this Program is designed to assist a wide variety of members – from those just starting a savings plan, to those with sizable assets looking for more sophisticated financial management tools.

Whether you’re looking for guidance on just one financial issue you want to tackle today, or if you’re interested in putting together a comprehensive plan, please call Belco’s Retirement and Investment Services at (717) 720-6220 for a no-cost, no-obligation analysis with a financial advisor. Thank you for being a member of Belco and for trusting us to make available only those financial services most suited to your needs.

Emmor E Boslet, CFP®
Vice President – Wealth Management
(717) 720-6220
3500 Trindle Rd
Camp Hill, PA 17011

Eric S Pasquini
Financial Advisor
(800) 642-4482 ext. 6220
1758 Oregon Pike
Lancaster, PA 17601

Sincerely,

Lonny Maurer, President/CEO

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 (866) 512-6109. Nondeposit investment and insurance products are not federally insured, involve investment risk, may lose value and are not obligations of or guaranteed by the financial institution. CBSI is under contract with the financial institution, through the financial services program, to make securities available to members.
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