We are happy to announce the partnership with BMS Financial Advisors. In addition to the products and services Highmark offers, BMS Financial Advisors can help Highmark Credit Union members with: retirement income planning, financial plans, 401k plans, 401k rollovers, 403b plans, 403b rollovers, roth IRAs, Simple IRAs, 529 plans, tax efficient investments, annuities, Mutual Funds. Continue reading to learn a little about the advisors with BMS below.
Securities offered through SagePoint Financial, Inc. (SPF), member FINRA/SIPC. Investment advisory services offered through BMS Financial Advisors, LLC. Entities listed are not affiliated. Seurities are not NCUA insured, are not obligations or guaranteed by Highmark Credit Union and may lose value.