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Financial Planning

Make an appointment to meet individually with Bill Brooks, a Certified Financial Planner (CFP), at one of our branches. Financial planning is offered through and supervised by Wilbanks Securities, member NASD/SIPC and registered investment adviser, on a fee or commission basis.

  • Start planning for your children’s education or your retirement.
  • Balance and monitor your investment portfolio.
  • Protect your estate and your heirs from excessive taxes.

Contact Information:

Bill Brooks
302-258-4668
302-226-1343 (fax)
Bill@cuprosper.com

Insurance and Planning Services offered include:

  • Stocks
  • Bonds
  • Mutual funds
  • Asset Allocation
  • Professionally Managed Portfolios
  • Long-Term Care Insurance
  • Estate Planning
  • Retirement Accounts
  • Annuities

For our business accounts we offer:

  • Employee Benefit Plans
  • Deferred Compensation
  • Group Health Plans
*Securities, Variable Insurance Products and Investment Advisory Services offered through and supervised by Wilbanks Securities, member NASD/SIPC and registered investment adviser.

Securities offered by Wilbanks Securities are not federally insured,  are not deposits or obligations of, nor guaranteed by Sussex County Federal Credit Union (SCFCU).  Securities are subject to investment risks including possible loss of the principal invested. Wilbanks Securities is not affiliated with SCFCU.
 
     
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