Members Financial Services

Located at Armco Credit union

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.
  • 401 (k) / Pension Rollovers*
  • Retirement Planning
  • Education Funding
  • Mutual Funds
  • Life Insurance
  • Wealth Management

All members of Armco Credit Union are eligible to receive a complimentary, no obligation consultation.

Call today to set your appointment.

Charles E Headley, CRPC®†

Vice President, Wealth Management 
724.284.2020, Ext. 1022/Fax 608.236.6197

Jennifer Fletcher, CRPC®†

Registered Representative
724.284.2020, Ext. 1024/Fax 608-236-7112

Joe Motisi

Associate Financial Advisor
724.284.2020, Ext. 1023/Fax 608.236.6473

Olivia Richardson

Coordinator
724.284.2020 Ext. 1030

*Prior to requesting a rollover from your employer sponsored retirement account to an Individual Retirement Account, (IRA), you should consider whether the rollover is suitable for you. There may be important differences in features, costs, services, withdrawal options and other important aspects between your employer sponsored retirement account and an IRA.

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.  +CRPC® is a registered service mark of the College for Financial Planning®.