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Investment Services

Investments, Insurance & Financial Planning

U. S. Postal Service Federal Credit Union in partnership with Member Wealth Management are committed to helping our members with their financial goals. When it comes to planning for your future and dealing with everything from college planning, retirement planning or even estate strategies, it can help to have someone who's experienced and knowledgeable to assist you along the way. The Member Wealth Management team works closely with our members to provide them with strategies that help with their unique situations.

Member Wealth Management services include:

  • Retirement and income strategies
  • Investment analysis and portfolio allocation
  • Wealth transfer and estate planning strategies

Investment services include:

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  • Mutual funds
  • Fixed and Variable annuities
  • 529 plans (college savings plans)
  • Individual stocks and bonds
  • 401(k) and other retirement plans

Insurance services include:

  • Life Insurance
  • Disability Income Insurance
  • Long Term Care Insurance

For more information about Member Wealth Management, please call James Hicks, aka Jimmy today at his Office: 703-394-7176 or send him an email at jimmy@jlhfinancial.com. Learn more about Jimmy here.

Products and Services are: NOT A CREDIT UNION DEPOSIT; NOT NCUA INSURED; NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY; NOT GUARANTEED BY THE CREDIT UNION; MAY GO DOWN IN VALUE

Securities, Investment Advisory and Financial Planning services offered through qualified registered representatives of MML Investors Services, LLC, Member SIPC: 222 Central Park Ave., Suite 1100, Virginia Beach, VA 23462 (757) 490-9041. Member Wealth Management and the Credit Unions are not a subsidiary or affiliate of MML Investor Services, LLC and affiliated companies. CRN202104-246823

States licensed to sell insurance: DC, DE, GA, MD, NC, NJ, OH, RI, TX, UT, VA, WA
States licensed to sell securities: DC, DE, GA, MD, NC, NJ, OH, RI, TX, UT, VA, WA

If you have any investment products with our former partner SWBC, please contact Amber Ming at 210.321.7360 or 800.527.0066 x17360 or email her at aming@swbc.com.