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Financial Planning with Telcoe

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MEMBERS Financial Services

MEMBERS Financial Services is offered through CUNA Brokerage Services, Inc.*, a broker/dealer focused on serving credit union members. CUNA Brokerage Services, Inc. is an affiliate of CUNA Mutual Group, a family of companies dedicated to credit unions and their members for the past 75 years.

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We 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 us.

Your financial success is our mission and to help you achieve your goals, we offer MEMBERS Financial Services. Whether you are starting a family, putting your child through college or nearing retirement, Telcoe can assist you.

 

If you already have investments through CUNA Bokerage Services, Inc.*, you can call 1-800-356-2644 for information on your accounts.

Check the background on this investment professional on: FINRA’s BrokerCheck.

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.

The CFP® certification marks are not affiliated with CUNA Brokerage Services, Inc. FR-2801759.1-1019-1121


 

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