Investments & Financial Planning

Harrison Wealth Management Group, Ltd.

Daymet Credit Union has partnered with Harrison Wealth Management Group, Ltd. (“HWMG”). The advisors at HWMG have been working with members of area credit unions for 25 years. HWMG builds client relationships by crafting wealth management strategies tailored to the individual. Through their relationship with Raymond James Financial Services, the advisors at HWMG offer Retirement, College Planning, along with Managed Asset Plans and Investment Analysis. Their initial consultation is complimentary. HWMG representatives are available for consultation at your local Daymet Credit Union branch.

Contact Harrison Wealth Management Group, Ltd. at (937) 866-0197 today to schedule your complimentary, no obligation consultation!

Some of the products and services available include:

  • 401(k) / Pension Education
  • Personalized Retirement Income Planning
  • Education Funding
  • Mutual Funds
  • Life & Disability Insurance
  • Long-Term Care Insurance
  • Tax-managed Investing ***

Learn More About Harrison Wealth Management Group, Ltd.

***Representatives are not tax advisors. For information regarding your specific tax situation, please consult a tax professional.

FINRA’s BrokerCheck

Securities offered through Raymond James Financial Services, Inc., Member FINRA/SIPC , and are not insured by credit union insurance, the NCUA, or any other government agency, are not deposits or obligations of the credit union, are not guaranteed by the credit union, and are subjects to risks, including the possible loss of principal Harrison Wealth Management Group, Ltd. and Daymet Credit Union are not registered broker/dealers, and are independent of with Raymond James Financial Services. Investment Advisory Services offered through Raymond James Financial Services Advisors, Inc.

Raymond James financial advisors may only conducts business with residents of the states and/or jurisdictions for which they are properly registered. Therefore, a response to a request for information may be delayed. Please note that not all of the investments and services mentioned are available in every state. Investors outside of the United States are subject to securities and tax regulations within their applicable jurisdictions that are not address on this site. Contact your local Raymond James office for information and availability.

Links are being provided for information purposes only. Raymond James is not affiliated with and does not endorse, authorize or sponsor any of the listed websites or their respective sponsors. Raymond James is not responsible for the content of any website or the collection or use of information regarding any website’s users and/or members.

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