CCU Wealth Strategies

CCU Wealth Strategies

Whether you’re planning for college, your retirement or something in between, we focus on becoming your partner in building the future you desire.

Managing Your Finances Just Got Easier

Our mission is to help you, our member, achieve financial independence for every stage of your life – whether you’re just starting your career, newly married, planning for your family or planning for your retirement. That’s why our advisors partner with Raymond James Financial Services, Inc., one of the nation's premier financial services firms.

Through Raymond James Financial Services, we offer:

  • Estate planning.
  • Investment services and tools including mutual funds, 401(k), bonds, stocks.
  • Retirement planning.
  • Asset allocation.
  • Asset management.

Providing you with a personalized financial strategy, not a generic investment program is our goal. To learn more, visit our CCU Wealth Strategies website or contact our Wealth Strategies team.


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. RJFS Privacy Notice.