Wealth Management

There are many important financial decisions that must be made throughout life, so HarborOne along with MEMBERS Financial Services help customers with all their financial needs. Whether it’s a newly married young couple, parents planning for a child’s education, planning for retirement or someone facing an unexpected job change, a MEMBERS Financial Services advisor can help you reach your financial goals. 

Helpful Links: 

Work With Someone You Trust
Where do you see yourself in 5, 10, or even 20 years? Do your financial plans align with those goals? What if you had access to an experienced financial professional who cared as much about your future as you do? Contact one of the MEMBERS Financial Services advisors today to schedule a no-cost, no-obligation appointment 
Our Advisors can assist you with 
  • Money Management
  • Estate Conservation 
  • Insurance Planning
  • Investment Planning
  • 401(k) Planning
  • Business Planning
  • Retirement Planning
  • Education Funding
Whether they are large or small, contact an Advisor today to schedule a no-cost, no-obligation appointment to discuss your individual needs.
Securities sold, advisory services offered through CUNA Brokerage Services, Inc. (CBSI), member FINRA/SIPC, a registered broker/dealer and investment advisor. CBSI is under contract with the financial institution to make securities available to members. Not FDIC insured, May Lose Value, No Bank Guarantee. CUNA Brokerage Services, Inc., is a registered broker/dealer in all fifty states of the United States of America. AdTrax # FR-1321485.1-1015-1117