Investments/Financial Planner Information

Mark Bailey and Ginger Baker work one-on-one with our credit union members to help with financial plans and investments!

The Bailey Group with Morgan Stanley Smith Barney, is available to consult with all members, their families, and friends. They can assist you with the following questions:

• Am I saving enough money for retirement?
• Which options within my retirement plans make the most sense for me?
• How should I save for my children's education?
• Do I have adequate insurance coverage?

There is no cost for these services as they are part of the benefits made available by your credit union. Whether your questions are about retirement planning, estate planning, insurance planning or education planning, Mark and Ginger can help you.

Call our credit union office at (315) 733-1596 for contact information.