Investments & Insurance
Designed exclusively for credit union members, and located at the credit union, the MEMBERS Financial Services Program offers various insurance and investment programs that complement traditional credit union savings plans.
Some of the products and services available include:
401(k) / Pension Rollovers Education Funding Life Insurance Long-Term Care Insurance Retirement Planning Mutual Funds Annuities Wealth Management
And, in the spirit of the credit union philosophy, this Program is designed to assist a wide variety of members - from those just starting a savings plan, to those with sizable assets looking for more sophisticated management tools.
Whether you're looking for guidance on just one financial need you want to tackle today, or if you're interested in putting together a comprehensive plan, please contact Blair Tyrrell of the MEMBERS Financial Services Program for a no-cost, no-obligation analysis at 407.920.2537. Check the background of this investment professional on FINRA's BrokerCheck
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*Representatives are not tax advisors. For information regarding your specific tax situation, please consult a tax professional.
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.