Skip to main content

Investments

Financial Planning with MEMBERS Financial Services located at Telcoe Federal Credit Union. 

Image placeholder
 

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. The MFS program is offered through CUNA Brokerage Services, Inc. *, a broker focused on serving credit union members. CUNA Brokerage Services, Inc. is an affilate of CUNA Mutual Group.

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

couple financial services

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

John Burton Photo 

John Burton -Members Financial Services  

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.

CALCULATOR     Retirement Calculators-Learn more.

If you already have investments through CUNA Bokerage 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/SIPC, 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. The MFS program is offered through CUNA Brokerage Services, Inc. *  a broker focused on serving credit union members. CUNA Brokerage Services, Inc. is an affilate of CUNA Mutual Group. For more inforamation about CUNA Brokerage Services, Inc. please visit www.cunabrokerage.com
#FR-3041766.1-0420-0522 

 

Open an Account

Are you ready to make the switch to better banking? Fortunately, it's simple!

Open

Apply for a Loan

Whatever you want to finance, applying for a loan online is fast and easy.

Apply