Investment and retirement planning services now offered through McGarry Retirement Advisory Group!

WSCU has seen the need to offer our members the chance to do retirement planning with an experienced and trusted advisor.

  • What kind of services are offered?

    McGarry’s advisors provide the following services:

    • Goal planning and monitoring
      • Retirement income planning
      • Social security planning
      • Survivor income planning
      • Long-term care planning
    • Investment management
    • Medicare planning
    • Estate and beneficiary review
    • Local business retirement plans
  • Who can use these services?

    Any WSCU member has access to these services, but they are best utilized by members that are:

    • Going to retire soon
    • Want to meet with a retirement planner
    • Already retired and need a second opinion on your retirement plan
    • Want to put long-term money into investments
    • Or interest in rolling over a retirement plan from a previous employer to an IRA

Highlights

How It Helps You

How It Works

Save Money  Saves Money

You can meet with a trusted advisor for free

Convenience  Convenient

The advisor will meet with you at any WSCU branch

Peace of Mind  Peace of Mind

The advisor will help to provide you with a personalized retirement plan that can be easily tracked and monitored by a professional throughout your retirement

McGarry Retirement Advisory Group can meet with you personally at any WSCU branch. Meetings are by appointment only. Fill out the form below to request an appointment.

              

Even More To Love

Check out these other great products and services from WSCU!

IRA CDs

Earn guaranteed returns on your investments.

VIP CLUB

Want to earn even better rates? Check out how to become a member of our VIP Club.

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