Member AdvisorAt HEWFCU we are committed to helping you meet all of your financial goals. Member Advisor is a series of questions created to lead you in the right direction. It is important that all members receive the product and service that best fits their needs. Since we have a vast array of products and services, Member Advisor can assist you in selecting what's best for you based on your answers. Once we compile your answers, we can better gauge which product and service would be the most valuable solution based on your circumstances.
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| What is your primary financial goal in the next 12 months? |
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| Yearly family Income: |
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| Do you anticipate the need for a new fixed rate credit card for you or a family member in the next year? |
| Yes No |
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| Do you currently pay a monthly fee or per check fee associated with your checking account? |
| Yes No |
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| If you answered yes to the previous question, would you be interested in a totally free checking account? |
| Yes No |
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| Are you considering expanding / renovating or buying a second home in the next year? |
| Yes No |
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| How do you prefer to pay your bills? |
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| Do you have a mortgage over 7% that you would like to refinance to save money? |
| Yes No |
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| Do you need to set up an IRA or CD to save for retirement? |
| Yes No |
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