MEMBERS Financial Services† Program is designed to help you and your family through a lifetime of financial planning needs. Some of the investments available include:
- Mutual Funds
- Unit Investment Trusts
- Tax-managed Investing*
- And Complete Financial Planning
In the spirit of the credit union philosophy, this program is designed to assist a wide variety of members – from those just starting to invest, to those with sizable assets looking for more sophisticated financial management tools.
Retirement Planning Tool…
The road to retirement requires navigation, and we have tools available to help you easily navigate the Retirement Road Test system. Click here
to take the drive.
Learn More Today!
Visit our MEMBERS Financial Services web pages
to start the process to set up a brokerage account and much more. Or if you’re interested in putting together a comprehensive investment plan, please call toll-free at 888-888-3940
for a no-cost, no-obligation analysis.
For guidance, please contact an Advisor.
*Representatives are not tax advisors. For information regarding your specific tax situation, please consult a tax professional.
**The CFP certification marks are not affiliated with CUNA Brokerage Services, Inc.
†Representatives are registered, securities are sold, and investment advisory services offered through CUNA Brokerage Services, Inc. (CBSI), member FINRA/SIPC, a registered broker/dealer and investment advisor, 2000 Heritage Way, Waverly, Iowa 50677, toll-free (866) 512-6109. Nondeposit investment and insurance products are not federally insured, involve investment risk, may lose value and are not obligations of or guaranteed by the financial institution. CBSI is under contract with the financial institution, through the financial services program, to make securities available to MEMBERS.