Investments
Financial Planning with MEMBERS Financial Services located at Telcoe Federal Credit Union. Also check out our webinars on investing and growing your nest egg.
MEMBERS Financial Services
The MEMBERS Financial Services program 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. For more information about CUNA Brokerage Services, Inc., please visit cunabrokerage.com
Whether planning for retirement, paying off debt, getting married, or saving for a child’s
education, everyone can benefit from good financial planning services and tools. We invite you to
schedule a consultation and advising session to discuss planning tips and the tools and products
available to help you with your financial concerns.
Learn More
A financial professional will work
with you to provide:
- Money Management
- Insurance Planning
- Retirement & Investment Planning
- Estate Conservation
- Education Planning
-
Create custom financial recommendations specifically for you
- Annuities
- 401k Rollovers
- Mutual Funds
- Life Insurance
- Etc.
John Burton -Members Financial Services
Schedule an appointment
For more information, or to schedule a brief, no-cost, no-obligation meeting, 501-375-5321
*Check the background of this investment professional on FINRA's Broker Check.
Your financial success is our mission and to help you achieve your goals, we make available MEMBERS Financial Services. Whether you are starting a family, putting your child through college or nearing retirement, Telcoe can assist you.
5 factors that can impact your 2020 Tax Filing-Article
Please check back or reach out to request a seminar topic.
For more information or to reserve your place, email or call us at 501-375-5321. We look forward to seeing you virtually.
Retirement Calculators-Learn more.
If you already have investments through CUNA Brokerage Services, Inc.*, you can call
1-800-356-2644 for information on your accounts or log in:
CUNA LOG IN
*Members Financial Advisors are registered representatives of CUNA Brokerage Services, Inc. Representatives are registered, securities sold, advisory services offered through CUNA Brokerage Services, Inc. (CBSI), member FINRA(www.finra.org)/SIPC(www.sipc.org), a registered broker/dealer and investment advisor, which is not an affiliate of the credit union. 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.
#FR-3430776.1-0221-0323