Financial Management Services

A comprehensive, full service Financial Management Program available to members through the MEMBERS Financial Service Center located at the Credit Union.

  • Investment Planning
  • Mutual Funds
  • Tax Deferred Annuities
  • Brokerage Services
  • Stock and Bonds
  • Life Insurance
  • College Education
  • Retirement Planning
  • Estate Planning

We can help you…

  • Work toward a secure retirement (Clear Direction for a Confident Retirement)
  • Choose the investment and insurance products that are appropriate for you
  • Establish an education fund for your children
  • Lower your taxes
  • Implement appropriate life insurance and long term care options
  • Rollover your 401K / Retirement Plan

Representatives are registered through, and securities are sold through, CUNA Brokerage Services, Inc. (CBSI), member NASD/SIPC, 2000 Heritage Way, Waverly, Iowa 50677, toll-free (866) 512-6109. Insurance sold through licensed CUNA Mutual Life Insurance Company representatives, and in New York, licensed insurance representatives of other companies. Non-deposit investment products are not federally insured, involve investment risk, may lose value and are not obligations of or guaranteed by the credit union.