At Partnership Financial Credit Union, we know that planning for your financial future is one of the most important things you do in life. That is why we are pleased to introduce you to Mappa Wealth Management, a local independent financial services firm that provides financial, investment, and retirement planning services to members like you.
Mappa Wealth Management are fiduciaries, and they take pride in upholding the highest ethical standards. As an independent financial firm, they are free to choose the most appropriate investments and products for their clients.
Some of what they can offer you:
- Pre-retirement planning
- Retirement distribution planning
- Financial assessment, goal setting, and a written financial plan
- Investment advice
- Insurance planning (Life, Disability, Long-Term Care)
- Tax and estate planning
- And much more!
Your dedicated team at Mappa Wealth Management consists of Mark Mappa, President and Founder with over 36 years of industry experience, and Steven Wilhusen, with over 26 years of industry experience.
You can find more information about the firm here: https://www.mappawm.com/for-potential-clients. Learn more about Mark Mappa, Financial Advisor, and Steve Wilhusen, Financial Advisor.
We are very excited to offer you this important new service.
Please keep a look out for more communications to follow regarding Mappa Wealth Management, our new wealth management partner.
