Investment Services

Members Financial Services

The McCoy Investment Services program is offered through LPL Financial*, a broker/dealer focused on serving credit union members. CUNA Brokerage Services, Inc. is an affiliate of CUNA Mutual Group. For more information about CUNA Brokerage Services, Inc., please visit cunabrokerage.com.

Designed exclusively for credit union members, and located at the credit union, the McCoy Investment 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
Life Insurance
Retirement Planning
Annuities
Education Funding
Long-Term Care Insurance
Mutual Funds
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 Gary Hessert of the McCoy Financial Services program for a no-cost, no-obligation analysis at 407-472-6705 or gary.hessert@lpl.com.


Check the background of this investment professional on FINRA's BrokerCheck

For investment services visit McCoy Investment Services. For insurance services visit TruStage.com.

*McCoy Federal Credit Union (“Financial Institution”) provides referrals to financial professionals of LPL Financial LLC (“LPL”) pursuant to an agreement that allows LPL to pay the Financial Institution for these referrals. This creates an incentive for the Financial Institution to make these referrals, resulting in a conflict of interest. The Financial Institution is not a current client of LPL for advisory services. Please visit https://www.lpl.com/disclosures/is-lpl-relationship-disclosure.html for more detailed information.

Securities and advisory services are offered through LPL Financial (LPL), a registered broker-dealer (member FINRA/SIPC).  Insurance products are offered through LPL or its licensed affiliates. McCoy Federal Credit Union and McCoy Financial Services are not registered as broker-dealer or investment advisor.  Registered representatives of LPL offer products and services using McCoy Financial Services, and may also be employees of McCoy Federal Credit Union.These products and services are being offered through LPL or its affiliates, which are separate entities from, and not affiliates of, McCoy Federal Credit Union or McCoy Financial Services. Securities and insurance offered through LPL or its affiliates are:

  • Not Insured by NCUA or Any Other Government Agency
  • Not Credit Union Guaranteed
  • Not Credit Union Deposits or Obligations
  • May Lose Value

FR-3217434.1-0820-0922