UCU Wealth Management
Services at UCU Wealth Management:
- 401(k) / Pension Rollover Services
- Retirement Planning
- Education Funding
- Mutual Funds
- Life Insurance
- Long-Term Care Insurance
- Insurance Planning
To help people pursue their goals, we've made UCU Wealth Management services available to UCU members and future members in the communities we serve across the state of Maine.
Trish Freiwald, CFP®
Trish Freiwald, CFP®, is a financial advisor and program manager, at UCU Wealth Management. She is here for U, to discuss financial planning, managing wealth, and navigating a suitable financial path for you. As a Certified Financial PlannerTM, she puts your best interests first and takes the time to learn about you and your unique situation to try to see you, the way you see you. Whether you are starting out, or have your plan in the works, contact Trish to schedule a no-cost, no-obligation confidential appointment to discuss your individual needs.
Contact Trish by phone 207-889-8233 or email p.freiwald@lpl.com.
Upcoming Virtual Seminars
Expand your knowledge of key financial topics. The virtual seminars are no-cost, no-obligation. Click on the button below to visit our seminar page for a full list of upcoming UCU Wealth Management seminars. Learn more and register today!
More about Trish: When she is not in the office or traveling the state to serve clients, you can find her enjoying the outdoors, family time, and all the things the great state of Maine has to offer all year round.
Securities and advisory services 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. University Credit Union and UCU Wealth Management are not registered as a broker-dealer or investment advisor. Registered representatives of LPL offer products and services using UCU Wealth Management, and may also be employees of University Credit Union. These products and services are being offered through LPL or its affiliates, which are separate entities from, and not affiliates of, University Credit Union or UCU Wealth Management. 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
The LPL Financial registered representative associated with this website may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.
Your Credit Union (“Financial Institution”) provides referrals to financial professionals of LPL Financial LLC (“LPL”) pursuant to an agreement that allows LPL to pay the Financial Institution for these referrals. This creates an incentive for the Financial Institution to make these referrals, resulting in a conflict of interest. The Financial Institution is not a current client of LPL for brokerage or advisory services. Please visit https://www.lpl.com/disclosures/is-lpl-relationship-disclosure.html for more detailed information.
