The MEMBERS Financial Services program is offered through CUNA Broker Services, Inc*, a broker/dealer focused on serving credit union members. CUNA Broker Services, Inc. is an affiliate of CUNA Mutual Group.
As a member at Members CU, you have access to wide a 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, Richard Davis, can help guide you through the steps to make sure you’re making wise investment decisions. You can meet with Richard, who has 21 years of experience, at no charge and with no obligation for initial consultation. MEMBERS Financial Services is eager to help you with any of your financial inquiries. Feel free to contact Richard today at:
*MEMBERS Financial Services Advisors are registered representatives of CUNA Brokerage Services, Inc. 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 monetary 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.