Wealth Management

Our Wealth Management Advisor offers services that include Business Investment Services, expected cash flow and portfolio allocation, including terms and Mutual Funds*. You can make an appointment with our Wealth Management Advisor via email or by contacting your branch.

Investment Planning

Belgian-Alliance Credit Union wants our members to achieve financial freedom and security. We are dedicated to working with you to make your dreams become a reality.

Our in-house Wealth Management Advisor will work with you to develop a personal strategy by analyzing your business needs, determining and initiating a plan of action, and assisting you with a recommendation of investment products which best suit your business goals and objectives. There is no obligation to you - it is our way of saying thank you.

 

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