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One of the most valuable resources available to you as a member of Bloom Credit Union is our Financial Resource Advisors Representative. Terry Quinn can answer your questions, provide second opinions and create a sound financial strategy for you.
- Impartial employee benefits selection assistance
(HSA & Flex spending accts, voluntary benefits)
- Guidance on how to fund your retirement accounts
(401k, 403b, 457, PSP, IRAs)
- Social Security claiming assistance
- “Second Opinions” on your existing or proposed plans
- Saving strategies for a home
- Education funding strategies
Contact: 616-452-2690
terence.quinn@securitiesamerica.com
Check the background of this firm on FINRA’s BrokerCheck.
Securities offered through Securities America, Inc., member FINRA/SIPC. Advisory services offered through Securities America Advisors, Inc. Financial Resource Advisors, L.L.C., Bloom Credit Union and Securities America are separate companies.
Not NCUA Insured—No Credit Union Guarantee—May Lose Value
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