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Creating a financial plan can be a daunting task, but you don't have to do it alone. Our experienced Financial Professionals will help you create a unique strategy, keeping your specific financial goals in mind every step of the way.

401(k) Rollovers
You can maintain the tax benefits you already have in the retirement program of a previous employer by utilizing a Direct Rollover IRA. St. Mary's Financial Services will help you find the one that is right for you. Learn more.

Estate Planning
Our Financial Professionals can work with you to create a customized plan that best fulfills your objectives. With foresight and planning, we can help you protect the assets you've spent a lifetime accumulating and assure that they are disbursed according to your intentions. Learn more.

Mutual Funds
We can help you select the mutual funds that best match your personal investment goals, objectives and risk tolerance.

Variable versus fixed, immediate or deferred, which annuities are right for you? Your St. Mary's Financial Services professional will monitor the rates of some of the top annuity companies and help you choose what's best for you.

Through CUNA Brokerage Services, Inc., we have access to Traditional and Roth IRAs that offer greater potential for higher returns than traditional bank deposit products.

Stock and Bond Trades
We can facilitate the buying and selling of individual stocks and bonds, whether you are looking to sell inherited shares of stock, or to purchase shares of a stock for your personal portfolio through CUNA Brokerage Services, Inc.

Advice, Research, and Analysis Services
Get advice on a full range of financial matters, from retirement planning to mutual fund investments. In addition, we offer access to research and analysis services like mutual fund reports, mutual fund tracking, and investment screening through our extensive software and online resources. Plus, we provide Business planning services, which can help employers set up employee pensions, 401(k) plans, and more.

To learn more, or schedule your complimentary planning session, connect with one of our Financial Professionals, or contact us at 603-629-1524.

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Check the background of these investment professionals on FINRA's BrokerCheck

Representative is neither a tax advisor nor attorney. For information regarding your specific tax situation, please consult a tax professional. For legal questions, including a discussion about estate planning, please consult your attorney.

*St. Mary's Financial Services professionals are registered representatives of CUNA Brokerage Services, Inc. Securities sold, advisory services offered through CUNA Brokerage Services, Inc. (CBSI), member FINRA / SIPC, a registered broker/dealer and investment advisor, which is not an affiliate of the credit union. CBSI is under contract with the financial institution to make securities available to members. Not NCUA/NCUSIF/FDIC insured, May Lose Value, No Financial Institution Guarantee. Not a deposit of any financial institution. CUNA Brokerage Services, Inc. is a registered broker/dealer in all fifty States of the United States of America.

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