Investment and Retirement Planning Solutions for Peace of Mind

At Firstmark Credit Union, we are committed to helping our members improve their long-term financial success. We have partnered with Trusted Capital Group (TCG), who has built an impressive business based on straight talk, personalized service and years of experience working with educators. Their dedicated team of professionals serve from deeply held values, which align with our own. TCG is focused on promoting financial education and services to help you make informed decisions and achieve financial success. With TCG, our members will benefit from a dynamic investment program that includes:

  • An affordable fee structure that will bring you savings
  • An easy process to schedule advisory services through the TeleWealth platform
  • Access to advisors conveniently available to meet with members virtually or by phone
  • Access to Social Security and retirement plan resources
  • Access to knowledgeable advisors closely familiar with the Teacher Retirement System (TRS)
  • Access to bilingual advisors for service in Spanish
  • Access to financial literacy through financial seminars, blogs and podcasts

TCG’s trusted advisors are eager to help you define and achieve what financial success and well-being means to you.  

Upcoming Webinars

The Economy and Markets in the COVID-19 Crisis – February 25 @ 1 PM

Based on his extensive research, Professor Siegel shares his thoughts on the state of the markets and the economy. Putting today’s market and economic environment into a historical context is one of his unique capabilities.

Topics covered include:

  • The major current issues facing the global markets and the economy
  • How today’s market and economic environment fits into a longer-view historic context
  • A study on historic and current equity and bond market trends
  • Observations on global equity valuations
  • The impact of the COVID-19 crisis on stock and bond returns and the future for inflation

Register Today

Please view our previous virtual seminar.