Financial Planning

If you know anything about retirement, you know that nest eggs don’t hatch themselves. At Member Brokerage Service, we work with you to help you plan ahead and secure your financial future.

Need help setting up a budget or planning for retirement? Have questions about wills and trusts? Whether you’re looking to maximize your money or just want help on your taxes, we’re here to provide the support you need.

Here are some of our most popular financial services:

  • Budgeting
  • Retirement
  • Wills and Trusts
  • Life Insurance
  • Social Security
  • Long Term Care
  • Reverse Mortgages
  • Estate Tax Planning
  • Investment Diversity
  • Long Term Disability
  • 529 College funding
  • Income Tax Review and Planning
  • Financial Planning 101
  • How to Maximize Your Money

Our financial planning representative, Ed Huttick, CFP, will work personally with you to determine your future goals and evaluate what your financial needs may be. And as a Melrose Credit Union Service organization, we offer free financial planning to all clients and Melrose Credit Union Members.

Give us a call at (718) 523-­1300 to set up an appointment today.