Financial Counseling is a FREE service for Members. A Certified Financial Counselor is on staff to educate members on sound financial principles and empower each Member to establish a household budget, pay down debt, save for emergencies, assist with credit questions and support each member through financial challenges. Please contact us at 419.479.4040 with questions.
Investment & Insurance Services
Full service investment products* & services, available through Daniel J. Peffley, CLTC, CFS CRN201804-201426 Services include:
- College Funding
- Estate Planning
- Life Insurance
Contact: Daniel J. Peffley at 419.887.6301
*Insurance and Securities products are:
– NOT A BANK OR CREDIT UNION DEPOSIT OR OBLIGATION
– NOT FDIC OR NCUA INSURED
– NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY
– NOT GUARANTEED BY ANY BANK OR CREDIT UNION
– MAY GO DOWN IN VALUE
Securities offered through registered representatives of MML Investors Services, LLC, Member SPIC. 1295 State Street, Springfield MA 01111-0001, 800-542-6767.