Something for Everyone
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.
Some of the investments available include:
- Mutual Funds
- Unit Investment Trusts
- Tax-managed Investing††
- And Complete Financial Planning
Retirement Planning Tool
The road to retirement requires navigation, and we have tools available to help you easily navigate the Retirement Road Test system. Test Drive the Retirement Planning ToolOpens in New Window.
Learn More Today!
†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.