Aviso Wealth is a leading national wealth management provider committed to service, partnership and innovation. At the community level, Credential Asset Management Inc. ("CAM") representatives, Kim & Tara will work with our members to set and achieve their unique financial goals.
Raymore Credit Union is proud of our association with Credential. Not only do CAM representatives strengthen our team and our credit union, they bring the very best in mutual fund investments and financial planning* products and services to our members. These products complement the traditional savings programs offered by Raymore Credit Union, making it possible to provide our members access to national-level investment services right here at home.
Through Aviso Wealth, you can access the very best in planning, investment products & services:
- Financial planning
- Retirement planning
- Estate planning
- Education planning
- Money management services
- Mutual funds
*Mutual funds and related financial planning services are offered through Aviso Wealth Inc.
For more information or to book an appointment with one of our Wealth specialists.