WSCU has partnered with McGarry Retirement Group to offer our members investment and retirement planning services. We are always looking to serve our members in the best way possible through improved and added services. We have seen the need to offer our members the chance to do retirement planning with an experienced and trusted advisor. These services are best utilized by members that are:

  • Going to retire soon
  • Want to meet with a retirement planner
  • Already retired and need a second opinion on your retirement plan
  • Want to put long-term money into investments
  • Or interest in rolling over a retirement plan from a previous employer to an IRA

Our relationship with McGarry Retirement Group has shown us the quality of services that they provide and the need for comprehensive investment and retirement planning. Their advisors provide the following services:

Goal planning and monitoring

  • Retirement income planning
  • Social security planning
  • Survivor income planning
  • Long-term care planning

Investment management
Medicare planning
Estate and beneficiary review
Local business retirement plans

Ultimately, they are helping to provide members with a personalized retirement plan that can be easily tracked and monitored by a professional throughout retirement.

McGarry Retirement Group can meet with you personally at any one of our branches. Meetings are by appointment only. Please click here to fill out the form to request an appointment.

McGarry Logo & Raymond James Logo

Investment advisory services offered through Raymond James Financial Services Advisors, Inc. Weber State Credit Union and McGarry Retirement Advisory Group are not registered broker/dealers and are independent of Raymond James Financial Services, Inc.
Securities offered through Raymond James Financial Services, Inc. Member FINRA/SIPC.
Not Insured by NCUA or any other government agency | Not Credit Union Guaranteed | Subject to risk and may Lose Value | Not Deposits