Harborstone Credit Union: No One Takes Better Care of You

Investments

Securities & Insurance Products Offered By Cetera Investment Services LLC

At Harborstone Investments and Insurance, you have access to insurance, investment planning, and wealth management. Whatever your stage in life, you have access to some of the best products on the market. Need more? An objective, reliable Financial Advisor will be there to help you, every step of the way.

Call (253) 589-8396 or 1-866-237-3764 to schedule your complimentary appointment with Martina Klabo or Ralph Kowal.

  • Investments
Investment Products Let us help you find an Investment product for your every need.
Fixed and variable annuities A regular and guaranteed source of income.
Mutual funds Investments based on your particular financial objective.
Tax-advantaged investments Tax advantages to lessen the burden during tax season.
Retirement plans—personal and business Planning will reward you and your family in the future.
Wrap accounts Affordable professional portfolio management.
Managed accounts The expertise of institutional money managers.
 
Professional Services Financial advisors offer expert guidance for all of your investment and insurance needs.
Financial needs analysis Comprehensive financial planning services.
Retirement planning Financial plans to meet your immediate needs or those well into the future.
Wealth management More than investment advice, because it encompasses all aspects of your financial life.
Investment strategies Appropriate mix of investment options tailored to help you meet your financial objectives.
Insurance services The right insurance products for your particular situation as a key component of a solid financial plan.
Business owner solutions Assistance for you and your business—services such as buy/sell funding, business continuance plans, and key-person insurance.
 

Planning Center

No matter where you are in life, there are specific financial goals and tasks you should be thinking about—and taking steps toward accomplishing—every year as you approach retirement. There are important financial implications you must address, including investment returns, beneficiaries, fees, taxes, and penalties.

Proper planning can make the difference. Call (253) 589-8396 or 1-866-237-3764 to schedule your complimentary appointment with Martina Klabo or Ralph Kowal.

 

Harborstone Investments and Insurance is a marketing name for Cetera Investment Services. Securities and insurance products are offered through Cetera Investment Services LLC, member FINRA/SIPC. Advisory services are offered through Cetera Investment Advisers LLC. Investments are: • Not FDIC/NCUSIF insured • May lose value • Not financial institution guaranteed • Not a deposit • Not insured by any federal government agency. Cetera is not affiliated with the financial institution where investment services are offered.

Click here to view the Cetera Investment Services Privacy Policy and other Important Information.

Financial Professionals are registered to conduct securities business and licensed to conduct insurance business in limited states. Response to, or contact with residents of other states will only be made upon compliance with applicable licensing and registration requirements. The information in this website is for U.S. residents only and does not constitute an offer to sell, or a solicitation of an offer to purchase brokerage services to persons outside of the United States.

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TRANSIT/ABA ROUTING: 325180870
(253) 584-2260 OR 1-800-523-3641
P.O. BOX 4207, TACOMA, WA 98438-0207
COPYRIGHT © HARBORSTONE CREDIT UNION