Investments

Investments

CODE Credit Union has partnered with Harrison Wealth Management Group, Ltd. ("HWMG"). The representatives of HWMG have been recognized as one of the top providers of financial services in the Dayton area (Dayton Business Journal 2015*), HWMG builds client relationships by crafting wealth management strategies tailored to the individual. Through their relationship with Raymond James Financial Services, the professionals at HWMG offer Retirement, Tax and College Planning, along with Managed Asset Plans and Investment Analysis. Their initial consultation is complimentary. HWMG representatives are available for consultation at your local CODE Credit Union branch.

Contact Harrison Wealth Management Group, Ltd. at (937) 866-0197 today!

Some of the products and services available include:

  • DROP*** Savings Alternatives / 401(k) / Pension Rollovers
  • Retirement Income Planning
  • Education Funding
  • Mutual Funds
  • Life Insurance
  • Long-Term Care Insurance
  • Tax-managed Investing ***
Learn More About Harrison Wealth Management Group, Ltd.

*Based on assets under management

***Deferred Retirement Option Plan

****Representatives are not tax advisors. For information regarding your specific tax situation, please consult a tax professional.

FINRA's BrokerCheck

Securities offered through Raymond James Financial Services, Inc., Member FINRA/SIPC , and are not insured by credit union insurance, the NCUA, or any other government agency, are not deposits or obligations of the credit union, are not guaranteed by the credit union, and are subjects to risks, including the possible loss of principal Harrison Wealth Management Group and CODE Credit Union are not registered broker/dealers, and are not affiliated with Raymond James Financial Services. Raymond James financial advisors may only conducts business with residents of the states and/or jurisdictions for which they are properly registered. Therefore, a response to a request for information may be delayed. Please note that not all of the investments and services mentioned are available in every state. Investors outside of the United States are subject to securities and tax regulations within their applicable jurisdictions that are not address on this site. Contact your local Raymond James office for information and availability.

Investment Advisory Services offered through Raymond James Financial Services Advisors, Inc.

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