Wealth Management

 
East Coast Credit Union provides its members access to an experienced wealth manager who can help create a personal investment plan with you. Michele Casey, a Credential Financial Strategies Inc. representative, provides wise financial guidance on numerous investment and insurance topics and can save you time in choosing the best products to suit your needs.
 
Michele will meet with you in her office, or in your home, for a free consultation.
 
You will receive financial analysis and advice on investments, retirement, education and estate planning, money management, insurance and more.
 
Together you can create a personal financial strategy that will allow you to reach your individual goals and maintain financial strength. Selection, skill and convenience - what more can we offer you?
  

 

 

 
Contact Michele Casey at Credential Financial Strategies for more information:
(902) 625-5464
Toll Free 1-888-295-4824

 

 

Credential Financial Strategies Inc. is a member company under Credential Financial Inc., offering financial planning, life insurance and investments to members of credit unions and their communities. ®Credential is a registered mark owned by Credential Financial Inc. and is used under licence.

 

 

 


 

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