Investments & Insurance
Trust is everything — especially when it comes to your insurance and investments. As a Telcoe Federal Credit Union Member, you've got options that will help you make those important long-term decisions.
Telcoe FCU Financial Solutions is a full-service financial advisory program affiliated with CUNA Mutual Group, a family of companies dedicated to credit unions and their members for the past 75 years.
Karen Van Bokhoven, CFP® is the MEMBERS Financial Services Financial Advisor, located at Telcoe FCU. She will work with you to:
- Review your strategies
- Answer your questions
- Create custom financial recommendations specifically for you
We hope you will take the opportunity to contact her. For more information, or to schedule a brief, no cost, no obligation meeting, simply call 501-375-5321. A division of this exceptional organization, TruStage Insurance, offers a variety of insurance policies for credit union members. Some of the products and services available include:
- Preparing For Your Future
- Wealth Management
- Life Insurance
- Education Funding
- Long-Term Care Insurance
- Tax-Managed Investing*
*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 Institutuion 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.
The CFP® certification marks are not affiliated with CUNA Brokerage Services, Inc. FR-1346426.1-1115-1217