CorePlus Financial Planning & Retirement Services

  • Banks & Credit Unions
202 Salem Turnpike
Norwich, CT 06360
(860) 885-3679
(800) 724-0779
  • About

    CorePlus Financial Planning & Retirement Services is a personal financial management program designed exclusively for credit union members. CorePlus Financial Planning & Retirement Services is offered through CUNA Brokerage Services, Inc. and its parent company, CUNA Mutual Group.

    CUNA Mutual has more than 100 years of insurance experience, and has provided over one-half century of support to credit unions. The CorePlus Financial Planning & Retirement Services at CorePlus is staffed by Mr. Jay Noyes, who can help you map out a personal financial management program. Jay has extensive experience in financial planning and will serve members well in helping them identify and achieve their financial goals.