Financial and Retirement Planning Services

Hercules Credit Union has partnered with Solitude Wealth Management to provide a new level of financial planning services for our members.  We have developed close trusting relationships with each of our members and now want to offer some additional financial planning services to our membership as we continue “Growing Stronger Together”.

———————————————————————————————————————–

Deno_George_Roumpos

Consider a free consultation with our financial advisors, Deno and George Roumpos. Give us a call and we’ll be happy to schedule a free one-on-one consultation with you at your convenience.

———————————————————————————————————————–

We understand how important it is for you to be able to trust your financial advisor, particularly in the wake of recent, highly publicized corporate failures and investment management misdeeds. Regardless of the direction the stock market and interest rates take in the future, it’s important to have a trusted partner you can count on to give you the news straight and look after your best interests for the long-term.

Our financial advisors are experienced, responsive, and understand your need for integrity, transparency and sound financial advice. Here are just a few examples of how they can help:

  • Retirement Planning
  • Asset Protection
  • Tax Planning
  • Long Term Care
  • Estate Planning
  • IRA Legacy Planning
  • Trusts
  • Life Insurance
  • Wills & Probate
  • Charitable giving
  • Income Planning
  • And more…

To schedule a time to discuss your financial future, please visit us at our office in Hercules Credit Union or call us at the credit union at (801) 968-9011.

Investment advisory services offered through Solitude Wealth Management, a Registered Investment Advisor, 10653 S. River Front Parkway, Suite 290, South Jordan, Utah 84095.  Telephone: (801) 797-6232.

Not (FDIC/NCUSIF) Insured
Not a Deposit
No (Bank/C.U.) Guarantee
May Lose Value
Not insured by any federal government agency

Member FINRA