Plan, invest, or save. Whether you're planning for your succession or your retirement, we can help you prepare for the future you imagine.
Managing Your Finances Just Got Easier
Our mission is to help you and your employees achieve financial independence – whether you're just starting your business, planning for expansion, or planning for your retirement. That's why our business services team works closely with the advisors at CCU Wealth Strategies. We can help leverage the services below to provide you and your business with a solid plan for the future.
Through the advisors at CCU Wealth Strategies, services include:
- 401(k)/Retirement plans for your employees.
- Estate planning.
- Investing: mutual funds, 401(k), bonds, stocks.
- Asset allocation.
- Asset management.
- Financial planning
And, because of our affiliation with Raymond James Financial Services, Inc., we are able to offer a wide variety of financial resources and 24/7 account access.
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Securities offered through Raymond James Financial Services, Inc. Member FINRA/SIPC, and are:
- Not deposits
- Not insured by NCUA or any other governmental agency
- Not guaranteed by Corning Credit Union
- Subject to risk, may lose value
Corning Credit Union and the Wealth Strategies Group are independent of RJFS. This information is published for residents of the United States only. Raymond James' financial advisors may only conduct business with residents of states for which they are properly registered. Therefore, a response to a request for information may be delayed. Please note that not all of the investments and services mentioned are available in every state. Investors outside of the United States are subject to securities and tax regulations within their applicable jurisdictions that are not addressed on this site. Contact your local Raymond James office for information and availability.