Retirement Planning Investment Planning Insurance Planning Education Planning
Trust Services Business & Employer Services
 

American Heritage Investment & Retirement Center (IRC) program is intended to help members organize their financial life and plan for the future. Through the program, you have access to a wide range of financial management services at one location. To learn more about the above products and services are available to American Heritage members take a look at the links above.

IRC takes time to listen to your needs, collect information, and then analyze your individual situation and make recommendations. IRC also offers educational workshops designed to inform members about all of their financial options.

The Investment & Retirement Center can help you with:
   
Investment Planning Rollover / IRA Transfers
Retirement Fixed and Variable Annuities
IRAs (Traditional & Roth) Mutual Funds
CD Alternatives Life insurance
Conservative
Investment Options		  


For more information on the above services, contact a representative from the American Heritage Investment & Retirement Center.


From left to right. Back row: Rick Whitmire, Eric Murr, Todd Lindemuth, Bill Corr, Maurice Talley
Front row: Alice Streeper, Bryan Roberts, Christine Hamilton

 
 
   

Bryan Roberts CFP, ChFC
Vice President  | Wealth Management

bryan.roberts@cunamutual.com

2068 Red Lion Road
Philadelphia, PA 19115

Office: (215) 969-2967
Fax: (215) 969-2720

Bill Corr CRPC
Financial Advisor
bill.corr@cunamutual.com

1900 Market Street Ste. 125
Philadelphia, PA 19103

Office: (215) 563-1312, x202
Cell: (267) 966-5078
Fax: (608) 218-2385
 
 
   

Rick Whitmire CRPC
 Financial Advisor
ricky.whitmire@cunamutual.com

765 E. Butler Avenue
New Britain, PA 18901

Office (215) 489-9301, Ext. 210
Fax: (215) 489-9302

Eric Murr
 Financial Advisor
eric.murr@cunamutual.com

339 Maple Avenue
Horsham, PA 19044


Office (215) 293-0340, Ext. 215
Fax: (215) 293-0345
Representatives are registered, securities are sold, and investment advisory services offered through CUNA Brokerage Services, Inc. (CBSI), member FINRA/SIPC, a registered broker/dealer and investment advisor, 2000 Heritage Way, Waverly, Iowa 50677, toll-free 800-369-2862. Nondeposit investment and insurance products are not federally insured, involve investment risk, may lose value and are not obligations of or guaranteed by the financial institution. CBSI is under contract with the financial institution, through the financial services program, to make securities available to members. CUNA Brokerage Services, Inc., is a registered broker/dealer in all fifty states of the United States of America.