Aspire to build real wealth, accomplish your goals, and leave a legacy.
Wealth Management serving the areas of Roanoke, VA | Lynchburg, VA | Salem, VA | Vinton, VA | Botetourt, VA | Bedford, VA and beyond...
When was the last time you reviewed plans for your financial future? Perhaps you want to save money for college, manage the risk of the unknown, or long for the day when you can retire. We want your financial plans to take flight! Blue Eagle Credit Union is committed to providing resources to help you make the best possible decisions to help reach your financial goals.
This is why we’re excited to officially introduce Blue Eagle Wealth Management, located at Blue Eagle Credit Union. The financial advisors will meet with you in a private, confidential setting at the branch most convenient to you. Together, you can discuss your financial situation and map out a plan of action. Whether you have questions about your current savings and investments or need to get started planning for your future, the advisors will be happy to meet with you. We believe a few minutes spent with Michael or Tim now could help you approach your financial future with confidence.
Meet Your Advisors
Wealth Management Advisor
540.682.8987 or 800.342.3429 ext 8987
Tim X. Ha, CFP®
Wealth Management Advisor
540.682.8988 or 800.342.3429 ext 8988
Please do not leave trade requests via email as they cannot be honored.
If you would like to place a trade, please call our office.
IMPORTANT CONSUMER INFORMATION
This site is for informational purposes only and is not intended to be a solicitation or offering of any security and:
Representatives of a Registered Broker-Dealer (“BD”) or Registered Investment Advisor (“IA”) may only conduct business in a state if the representatives and the BD or IA they represent (a) satisfy the qualification requirements of, and are approved to do business by, that state; or (b) are excluded or exempted from that state’s registration requirements.
Representatives of a BD or IA are deemed to conduct business in a state to the extent that they would provide individualized responses to investor inquiries that involve (a) effecting, or attempting to effect, transactions in securities; or (b) rendering personalized investment advice for compensation.
Investment Centers of America, Inc. (ICA), member FINRA/SIPC and a Registered Investment Advisor, is not affiliated with Blue Eagle Credit Union or Blue Eagle Wealth Management. Securities, advisory services and insurance products offered through ICA and affiliated insurance agencies are *not insured by the NCUA or any other Federal Government agency *not a deposit or other obligation of, or guaranteed by any Credit Union or their affiliates *subject to risks including the possible loss of principal amount invested. ICA does not provide tax advice.