Financial Investment and Retirement Services
Y12 Financial Investment & Retirement Services is a personal financial management service designed especially for credit union members. We provide professional retirement, insurance and investment services to members like you whether you're just starting a savings plan, nearing retirement or already living in retirement. Initial consultations are offered at no cost or obligation to you. From IRA's to 401(k) rollovers, you can turn to us for advice you can trust.
Through Y12 Financial Investment & Retirement Services, we deliver to members a complete range of financial products and services available in the marketplace today. View the Investor Connection for additional information, or make an appointment today with a Financial Advisor.
Ellen Coppinger, CFP™ is the Y12 Financial Investment & Retirement Services Representative who can work with you to create a personal financial blueprint to help achieve your goals.