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Financial Services

The mission of Franklin Mint Federal Credit Union is to provide members with services that will enrich their lives. Financial Services, through CUSO Financial Services, L.P. (CFS)*, begins by asking questions, then developing a plan that can help make your dreams a reality.

We're here to help. Our services include but are not limited to:

Financial analysis of your unique needs and goals
Investment advice to help you select a plan that's best for you
Retirement planning including IRAs, Annuities and Pension Plans
College planning
Estate planning and wealth transfer
Protecting your assets through life, disability, and long-term care insurance
Business planning including SEPs, 401(k)s, Solo(k)s, and more
Self-directed online trading

MEET OUR FINANCIAL SERVICES TEAM

Brian Fee - has over 20 years experience in the financial services industry helping members plan their retirement, insurance and college funding needs. Brian specializes in retirement plan rollovers and has extensive knowledge of 401(k) and 403(b) retirement plans. Read more about Brian.

Ernie Howard - has over 13 years experience in the financial services industry helping members plan their retirement, lower their taxes and addressing estate planning needs. In addition, he has 10 years experience with a national tax preparation firm. Ernie believes in a global approach to helping members with their financial concerns from discussing cash reserves and cash flow, through planning for retirement, college funding or other accumulation goals to estate planning concerns. Read more about Ernie.
Pete Morris - brings with him extensive knowledge and experience in investment products and insurance, as well as in depth knowledge of asset allocation and retirement planning. With over eight years experience working with members, his goal is to help members and their families protect and grow their savings in the most tax efficient manor possible. Pete is experienced in tax deferred rollovers as well as having extensive knowledge in 401k, 403B, pension plans and other retirement vehicles. Read more about Pete.

CONTACT US

By phone: 610-480-9996
Brian Fee: brianf@fmfcu.org
Ernie Howard: ernieh@fmfcu.org
Pete Morris: petem@fmfcu.org

* Non-deposit investment products and services are offered through CUSO Financial Services, L.P. (“CFS”), a registered broker-dealer (Member FINRA/SIPC) and SEC Registered Investment Advisor. Products offered through CFS: are not NCUA/NCUSIF or otherwise federally insured, are not guarantees or obligations of the credit union, and may involve investment risk including possible loss of principal. Investment Representatives are registered through CFS. Franklin Mint Federal Credit Union has contracted with CFS to make non-deposit investment products and services available to credit union members.