Letter from our CEO

Dear Members:

I want to share some exciting news!  

Forge Credit Union has proudly partnered with Haddon Planning Group and Bob Protesto, Certified Financial PlannerTM (CFP®), to help you plan for and achieve your most important financial goals. This partnership was created to provide you, our members, with a much-needed, valuable service.

Whether you are approaching retirement, starting a new family, or a recent college graduate, this newly forged partnership will give you exclusive access to a CFP® Professional who can assist you with meeting your financial needs and planning life’s big events.

Bob Protesto has over 12 years of Financial Planning experience working with local families and individuals. He is readily available to listen, understand, and provide you with sound financial advice based on your personal situation. Bob brings an entire suite of knowledge, products, and expertise to help you reach your most important financial goals, and to help you ultimately retire happy.

On behalf of the Board of Directors, we feel that our role is to provide you with, not only financial services and products, but access to sound financial advice. We believe that you will not find a better-qualified Financial Advisor that has your best interest in mind.  

Give Bob a call at 610-405-6366. You will not regret it.

Sincerely,

Rachael Mattioni
CEO/Treasurer