Financial Planning

Financial Consulting & Planning

Wealth Management

As a benefit of membership, we are now offering members financial consulting and planning services
from Beirne Wealth Consulting Services, LLC (“BWC”) a trusted vendor selected by Healthcare Financial
Federal Credit Union.
 
The Credit Union is not affiliated nor receiving a referral fee for this introduction to Beirne Wealth and its
services.
 
Our members can avail themselves of different types of engagement with Beirne Wealth Consulting
Services, LLC (“BWC”) based on current financial situations and future financial goals. Whether you’re
looking to get your current financial house in order or plan for future milestones, scheduling a
consultation is a first step on your planning journey.

 LEARN MORE

 SCHEDULE A CONSULTATION TODAY!

Beirne Wealth Consulting Services, LLC (“BWC”) is a Registered Investment Advisor* and privately-owned firm with offices in Connecticut and Pennsylvania, Who provides independent, fee-based wealth management services and innovative financial strategies for individuals, families, business owners and
institutions.
 *Registration does not imply a level of skill or training.

 

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