An alliance with U Financial Group allows for expanded opportunities for 1st Ed members.
U Financial Group recognizes the unique relationship that credit unions have with their members and actively partners with credit unions to provide additional financial services. To hear more about our team approach to credit union partnerships, contact us today.
Life is unpredictable, your finances shouldn’t be. No matter your unique financial circumstances, U Financial Group will work with you to find solutions to problems big and small. Whether you are seeking investment and asset management strategies, preparing for college, or simply preserving the legacy you have spent your life building, U Financial Group is here to help. We specialize in helping individuals and multi-generational families in the area of wealth accumulation, preservation, and transfer.
Here are some of the services we provide:
- Wealth Management
- Investment Advice
- Wealth Transfer
- Life Insurance
- Long-Term Care Insurance
- Legacy Planning
Brinton is committed to helping his clients prepare for all stages of life. He will leverage his years of experience as a financial professional to help you meet your financial goals. Whether your goals include preparing for milestone life events like retirement or college, or whether you’re simply looking for financial peace of mind, Brinton provides you with a new level of attention, insight, and capability. Brinton works out of our Hanover Branch location. To schedule a meeting with Brinton please contact a 1st Ed Member Service Representative today at 717-264-6506, option 2.
Zach enjoys working with clients from all walks of life. He thoroughly evaluates each client’s portfolio to help them understand and make the most of their retirement benefits and assets. Zach creates customized plans and educates his clients to work toward their personal financial goals. Zach works out of our Chambersburg and Greencastle Branch locations. To schedule a meeting with Zach please contact a 1st Ed Member Service Representative today at 717-264-6506, option 2.
Not a credit union deposit obligation. Not NCUA insured. Not insured by any federal government agency. Not guaranteed by any credit union. May go down in value.
1st Ed Credit Union receives compensation from MML Investors Services (MMLIS) and its affiliates for referring clients to MMLIS and its representatives. MMLIS’s affiliates include Massachusetts Mutual Life Insurance Company (MassMutual), MML Bay State Life Insurance Company (MML Bay State), C.M. Life Insurance Company (CM Life) and MML Insurance Agency, LLC (MMLIA). As a result, 1st Ed Credit Union has an incentive to refer clients to MMLIS and its representatives.
For the products and services offered through MMLIS, 1st Ed Credit Union will receive up to 35% of the dealer concessions, commissions and advisory fees received by MMLIS. For products offered through MMLIA, 1st Ed Credit Union will receive a percentage (which will be determined at the time of purchase) of the compensation paid to the MMLIS representative. For all products offered by MassMutual, MML Bay State and CM Life, 1st Ed Credit Union will receive a percentage (which will be determined at the time of purchase) of the compensation paid to the MMLIS representative.
Securities, investment advisory and financial planning services offered through qualified registered representatives of MML Investors Services, LLC, Member SIPC (www.SIPC.org). Supervisory Office: 100 Sterling Parkway, Suite 307, Mechanicsburg, PA 17050, 717-791-3300. CRN202605-4318627. 1st Ed Credit Union is not a subsidiary or affiliate of MML Investors Services (and is not a current client). Local sales agencies are not subsidiaries of Massachusetts Mutual Life Insurance Company (MassMutual) or its affiliated companies.
Security Licenses: DC, DE, FL, MD, NC, NV, NY, PA, SC, TX, VA, WA
Insurance Licenses: AZ, DC, FL, MD, NC, PA, VA, WA