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Investment, Insurances & Financial Planning

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:

  • Mutual funds
  • Fixed and Variable annuities
  • Traditional and Roth IRAs
  • 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 Josh Rockwell at 757-286-9552 or email him at jrockwell@financialguide.com to schedule an appointment.


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 are 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 Investors Services, LLC and their affiliated companies. CRN201907-214252

States licensed to sell insurances: 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

Member Services

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Investment and Planning

Achieve your goals. More

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Loans & Credit Cards

Save time and money with competitive rates and flexible terms. More

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Savings Accounts

Open a share savings account and enjoy the benefits. More

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Checking Accounts

NAE's free checking account is perfect for everyone. More

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Financial Calculators

Make the right financial decisions. More