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
Long-Term Care Insurance
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.
*Representatives are not tax advisors. For information regarding your specific tax situation, please consult a tax professional. Securities sold, advisory services offered through CUNA Brokerage Services, Inc. (CBSI), member FINRA / SIPC , a registered broker/dealer and investment advisor. CBSI is under contract with the financial institution to make securities available to members. Not NCUA/NCUSIF/FDIC insured, May Lose Value, No Financial Institution Guarantee. Not a deposit of any financial institution. CUNA Brokerage Services, Inc., is a registered broker/dealer in all fifty states of the United States of America.