Meet Our CorePlus Wealth Management Team

Meet Our Team

At CorePlus Credit Union, our dedicated wealth management professionals are committed to guiding you on a journey toward achieving your financial aspirations. We understand that each individual’s financial path is unique, and that’s why we prioritize tailoring plans that align with your specific needs, experiences, and time horizon. Together, we’ll create a personalized strategy centered around key financial goals such as wealth accumulation, retirement security, and optimizing asset transfers.

No matter where you find yourself on life’s journey, we possess the expertise, tools, and diverse financial products to collaboratively construct a comprehensive plan designed just for you. Initiating this process is simple – reach out to us for a no-cost, no-obligation initial consultation.

Holland Rajaniemi

CorePlus Wealth Management Services located at CorePlus Credit Union is staffed by Holland Rajaniemi. He can help you map out a personal financial management program. Holland has experience in financial planning and will serve members well in helping them identify and achieve their financial goals.

To set a no-cost, no-obligation appointment, call Holland Rajaniemi at (860) 885-3680, or email at Holland.R@LPL.com. Be sure to bring any documentation that will help your financial advisor understand your situation better such as account statements, tax forms, and benefit information. If married, it’s best that both you and your spouse attend. Lastly, always bring an open mind and a willingness to discuss the details of your situation.

For more information, call Holland Rajaniemi, Financial Advisor at (860) 885-3680

Keith Noyes

Keith Noyes, is an invaluable addition to the CorePlus Credit Union team. Supporting Holland in the Sales Coordinator role, and as a seasoned Credit Union Professional, Keith has garnered extensive experience across various facets of the banking industry.

Holding a B.B.A. in Finance from Radford University, Keith is driven by a mission to enhance financial literacy and independence for others. Beyond his financial expertise, Keith is a skilled gamer specializing in strategic games.

Eager to assist you in achieving your financial goals, Keith brings enthusiasm and commitment to provide members with the best possible service and results. 

Contact Keith Noyes, Sales Coordinator at knoyes@coreplus.org.

CorePlus Wealth Management is Ready To Help

• Roll over your 401(k), 403(b) or pension plan if you’ve changed jobs**

• Develop a savings and investment plan

• Create a comprehensive retirement income plan

• Manage your investments

• Protect your family with life insurance or long-term care insurance

• Save for college education costs

Can the MEMBERS Financial Services Program help me with retirement planning?

Yes, whether you are already retired, getting ready to do so or are just beginning to save for retirement, our program has sophisticated planning software and a wide array of investment products to help you fund the retirement lifestyle you’re seeking. We believe everybody has a unique vision of their retirement years and we help you manage your investments to support that vision.

**Prior to requesting your rollover from your employer sponsored retirement account to an Individual Retirement Account (IRA) you should consider whether the rollover is suitable for you. There may be important differences in features, costs, services, withdrawal options, and other important aspects between your employer sponsored retirement account and an IRA.