We
are constantly looking for ways to help add quality products, services
and convenience to the lives of all our members. With this in mind,
we are announcing the availability of a new service, the MEMBERS
Financial Services Program, located at our credit union.
The
MEMBERS Financial Services Program is a personal financial management
service designed especially for credit union members. The MEMBERS
Financial Services Program offers a variety of insurance and investment
solutions that complement the savings programs offered by the credit
union.
|
- Money Management
- Estate Planning
- Insurance
Planning
- Investment
Planning
- Tax Planning
- Business
Planning
- Retirement
Planning
- Education
Funding
She can work
with you to create a personal financial blueprint you can follow
to help achieve your financial objectives. Stop by to meet Leah-Beth
Williams or call 757 569-3725.
Representatives
are registered, and securities are sold through, CUNA Brokerages
Services, Inc. (CBSI), member NASD/AIPC, 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. Nondeposit
investment products are not federally insuranced, involve investment
risk, may lose value and are not obligations of or guaranteed by
the credit union and are being offered by an employee who serves
both functions of accepting members' deposits and the selling of
nondeposit investment products. |