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Investment Services

This program, available to all members, is designed to meet your long-term financial goals and objectives. Our knowledgeable representatives can help you map out a program that may include investments, insurance and considerations for retirement.

Contact a representative today to schedule a no-cost, no-obligation appointment. You can also call 610.821.2403 or 1.888.821.2400 (toll free).

Investment Programs

Mutual Funds
Brokerage Services
Fixed, Variable and Equity Index Annutities
Managed Accounts
Unit Investment Trust Companies
IRA and Tax-Sheltered Annuities
General Securities Trading

Insurance Programs

Life
Disability Income
Long-Term Care
Major Medical
Homeowners
Auto

Other Programs

Retirement Planning
Financial Management Analysis
Estate Planning
Medicare Supplement
Education Funding

Representatives are registered, securities are sold, and investment advisory services offered through CUNA Brokerage Services, Inc. (CBSI), member FINRA/SIPC, a registered broker/dealer and investment advisor, 2000 Heritage Way, Waverly, Iowa 50677, toll-free (800) 369-2862. Nondeposit investment and insurance products are not federally insured, involve investment risk, may lose value and are not obligations of or guaranteed by the financial institution. CBSI is under contract with the financial institution, through the financial services program, to make securities available to members. CUNA Brokerage Services, Inc., is a registered broker/dealer in all fifty states of the United States of America. The Representative may also be a credit union employee that accepts deposits on behalf of the financial institution.

Investment Services

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