Private Client Groups

Accounts

Private Client Groups

Wealth Management & Retirement Services

Jay Wells offers access to a Private Client Group of Wealth Management and Retirement Services to our Credit Union members. Jay is currently registered with TCM Securities, Inc., a member of FINRA/SIPC which allows him to offer securities through TCM.

Our members and their families can now take advantage of a full service financial advisor providing a wide range of Investment and Insurance/Annuity Products.

Our services include:

  • Retirement - IRA, Roth IRA, retirement savings plans for individuals as well as businesses.
  • Investments - Stocks, bonds/fixed income, mutual funds, annuities, ETF's, preferred stock, UIT's just to name a few. Plus, he has the ability to hold Publix stock.
  • Insurance - Life insurance, long term care, Medicare supplements.
  • Elder Care/Nursing Home Planning
  • Estate Planning

For more information, contact Jay Wells at toll-free 1-800-446-6781.

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