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Our Relationships

Our strategic relationships in developing and delivering solutions to our Credit Union clients and their membership. 

  Bank Insurance & Securities Association (BISA)
303 West Lancaster Avenue, Suite 2D
Wayne, Pennsylvania 19087
Telephone: 610-989-9047
Fax: 610-989-9102
www.bisanet.org
E-mail: heywoods@ix.netcom.com
Contact: Heywood Sloane, Managing Director BISA
 
  Executive Benefits Solutions
Branch Office Address:  Lincoln Financial Advisors, 2200 Georgetown Drive, Suite 100, Sewickley, PA 15143  
Telephone:  724-940-6300
www.executivebenefitssolutions.com
Email: CZernich@LNC.com  
Contact: Christian Zernich
 
  LPL Financial
www.lplfinancial.lpl.com
 (800) 877-7210
 
  Messick & Weber P.C.
108 Chesley Drive
Media, PA 19063-1712
Telepone: 610-891-9000
Fax: 610-891-9008
www.cusolaw.com
Email: gmessick@cusolaw.com
Contact: Guy Messick
 
  NACUSO
PMB 3419 Via Lido #135
Newport Beach, CA 92663
Phone: 888-462-2870 or 949-645-5296
Fax: 949-645-5297
www.nacuso.org
E-mail: info@nacuso.org or shawna@nacuso.org
Contact: Shawna Luna, Executive Assistant
 
  Plan4tomorrow.com
www.plan4tomorrow.com
Telephone:888-522-PLAN (7526)
Email:support@plan4tomorrow.com
 
  Snyder Consulting Solutions, LLC
572 Cascade Drive
Roseville, CA 95678
Telephone: 916-749-7391
Email: petesnyder@gsgllc.com
Contact: Pete Snyder, President
 
  Salesforce.com
Telephone: 800-NoSoftware
1-800-667-6389
www.salesforce.com
 
  72 Enterprises, LLC
www.72enterprises.com

 

Not NCUA Insured | No Credit Union Guarantee | May Lose Value

The Registered Representative(s) is/are registered representative(s) with, and securities and insurance products are offered through, LPL Financial, Member FINRA/SIPC. Insurance products offered through LPL Financial or its licensed affiliates. LPL Financial Representatives offer access to Trust Services through The Private Trust Company N.A., an affiliate of LPL Financial. Neither Credit Union Financial Network or its Credit Union partners are affiliates of LPL Financial.

Financial Plans that may be generated through Plan4Tomorrow.com should not be interpreted as investment advice or as an alternative for individual recommendations. LPL Financial does not endorse, or approve of, and is not affiliated with Plan4Tomorrow.com or the output associated with the service. LPL Financial does not give tax or legal advice. The output generated from Plan4Tomorrow.com may be used with your LPL Financial Registered Representative during the course of normal suitability analysis for security or insurance recommendations.

This site is designed for U.S. residents only. Please note that not all of the investments and services mentioned are available in every state.