Work with someone you can trust.

There are many important financial decisions that must be made throughout someone’s life, so we have collaborated with MEMBERS Financial Services to help members with their financial needs. Whether you are a newly married couple, parents planning for your child’s education, an employee planning for retirement or someone facing an unexpected job change, Financial Advisor William Petro can help you reach your financial goals.

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How much retirement income will you need?

Schedule your no-cost, no-obligation appointment.

Where do you see yourself in 5, 10 or even 20 years? Do your financial plans align with those goals? What if you had access to an experienced financial professional who cared as much about your future as you do?

William Petro can assist you with:

• Retirement planning and portfolio management
• Tax-efficient investment strategies
• Financial risk assessment and mitigation
• Estate planning and wealth transfer
• Personalized budgeting and savings plans
• IRA & 401(K) rollovers

Whether your needs are large or small, contact William Petro today to schedule a no-cost, no-obligation appointment to discuss your individual needs.

Securities and advisory services, when presented, are offered through LPL Financial (LPL), a registered investment advisor and broker-dealer (member FINRA/SIPC).  Insurance products are offered through LPL or its licensed affiliates. TruStage^TM Wealth Management Consulting Services (TWMCS) provides program consultation and support services to credit unions and registered representatives of LPL Financial (LPL). TWMCS is a marketing name for TruStage Financial Group, Inc., its subsidiaries, and affiliates, which are not broker/dealers or investment advisors or affiliated with LPL. TWMCS personnel are employees of TruStage Financial Group, Inc. and are registered/associated persons of LPL. Securities and insurance offered through LPL or its affiliates are: 

Not Insured by NCUA or Any Other Government Agency | Not Credit Union Guaranteed | Not Credit Union Deposits or Obligations | May Lose Value  

FR-1535165.1-0616-0718