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Investment Services

Planning for the Future

Choosing a Financial Consultant

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Let Us Help You Get Started

Find out what American Eagle Financial Services can do for you.


Jere Jordan, Financial Consultant, has over 20 years experience in the insurance, and financial services industry. She is a series 7 and 66 licensed financial professional through UVEST Financial Services and holds Connecticut Life & Health Insurance and Long-term Care licenses.

Her experience includes college education funding, retirement planning, generating income or tax-reduction strategies-while taking into consideration your objectives for growth, safety, income, or a combination of all three.

Jere is based in the Credit Union's East Hartford Office and is responsible for supporting clients and their families at the Cromwell, East Hartford, Glastonbury, and Plainville offices.

E-mail Jere to arrange a complimentary financial consultation. She may be reached at 860.568.2020, ext. 5436.
 

Diane Brett, Financial Consultant, has over 23 years of experience in the financial services industry. She is a Registered Investment Representative and has a series 7, 24, and 63 license through UVEST Financial Services. She also holds a Connecticut Life Insurance and Variable Contracts License.

Her experience includes all aspects of financial planning and investment management, including retirement planning, tax-reduction strategies and education funding. Diane works with you to understand your objectives for growth and income as well as your needs for security.

Diane is based at the Credit Union’s Vernon office and is responsible for supporting clients and their families in the Manchester,
Bloomfield, Enfield, Farmington, and Vernon offices. 

E-mail Diane to arrange a complimentary financial consultation. She may also be reached at 860.568.2020, ext. 5381.
 

Adam Login, Investment Representative, has several years experience in the financial services industry. Adam is a graduate of the University of Hartford. He holds series 6 and 63 licenses through UVEST Financial Services and a Connecticut Life and Health Insurance license.
 
Adam is based at the East Hartford office of American Eagle Federal Credit Union. His primary responsibility is to provide service and support to existing American Eagle Financial Services clients. In addition, Adam is available to meet with clients for insurance and investment reviews.
 
He may be reached at 860.568.2020, ext. 5607, or by email at adam.login@uvestfinancial.com.

 


UVEST and American Eagle Financial Services are independent entities.
Securities and investment advisory services are offered by UVEST Financial Services, member FINRA/SIPC and SEC Registered Investment Advisor.

      Not NCUA insured           Not Credit Union Guaranteed           May Lose Value

    email: info@americaneagle.org
    860.568.2020   800.842.0145
Federally insured by NCUA. Equal Opportunity/Equal Housing Lender.