Member Wealth Management

Investment, Insurance & Financial Planning

Are you unsure how to plan for your financial future? Does it all just seem intimidating and overwhelming?

When it comes to planning for your future and dealing with everything from college planning, retirement planning or even estate strategies, it can help to have someone who’s experienced and knowledgeable to assist you along the way.

The Member Wealth Management team works closely with our members to provide strategies that help with each unique situation.

Member Wealth Management services include:

  • Retirement and income strategies
  • Investment analysis
  • Wealth transfer and estate planning strategies.

Investment services include:

  • Mutual funds
  • Fixed and Variable annuities
  • Traditional and Roth IRA’s
  • 529 plans (college savings plans)
  • Individual stocks and bonds
  • 401(k) and other retirement plans.

Insurance services include:

  • Life Insurance
  • Disability Income Insurance
  • Long Term Care Insurance.

For more information about Member Wealth Management, call Nathalie Moss today, or visit the Member Wealth Management Website to schedule an appointment.

Work  –  757-493-4382

Cell      –  757-619-1712

Email   –  nathaliemoss@financialguide.com


Products and Services are: NOMass Mutual Commonwealth LogoT A CREDIT UNION DEPOSIT; NOT NCUA INSURED; NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY; NOT GUARANTEED BY THE CREDIT UNION; MAY GO DOWN IN VALUE

Securities, Investment Advisory and Financial Planning services offered through qualified registered representatives of MML Investors Services, LLC, Member SIPC: 222 Central Park Ave Suite 1100 Virginia Beach VA 23462 (757) 490-9041. Member Wealth Management and the Credit Unions are not a subsidiary or affiliate of MML Investors Services, LLC and affiliated companies. CRN202104-246823

States licensed to sell insurance: DC, DE, GA, MD, NC, NJ, OH, RI, TX, UT, VA, WA

States licensed to sell securities: DC, DE, GA, MD, NC, NJ, OH, RI, TX, UT, VA, WA