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The MEMBERS Financial Services program is offered through LPL Financial (LPL)*; a registered investment advisor and broker-dealer (member FINRA/SIPC).
As a member of Members CU, you have access to a wide range of financial support, products, and education –thanks to the financial professionals at MEMBERS Financial Services. These services include:
- Retirement Planning
- Investment Planning
- Estate Conservation
- Insurance Planning
- Educational Funding
- Mutual Funds/Annuities
MEMBERS Financial Services Representative, Paula Moreland, can help guide you through the steps to make sure you’re making wise investment decisions. You can meet with Paula, at no charge and with no obligation for an initial consultation. MEMBERS Financial Services is eager to help you with any of your financial inquiries. Feel free to contact Paula today at:
Paula Moreland
2098 Frontis Plaza Blvd.
Winston-Salem, NC 27103
(800) 951-8000, x 1111
(336) 748-4800, x 1111
Check the background of this investment professional on FINRA’s BrokerCheck
Securities and advisory services are offered through LPL Financial (LPL), a registered investment advisor and broker-dealer (member FINRA/SIPC). Insurance products are offered through LPL or its licensed affiliates. Members Credit Union and Members Financial Services are not registered as a broker-dealer or investment advisor. Registered representatives of LPL offer products and services using Members Financial Services, and may also be employees of Members Credit Union. These products and services are being offered through LPL or its affiliates, which are separate entities from, and not affiliates of, Members Credit Union or Members Financial Services. Securities and insurance offered through LPL or its affiliates are:
| Not Insured by NCUA or Any Other Government Agency | Not Credit Union Guaranteed | Not Credit Union Deposits or Obligations | May Lose Value |