Investments
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Investments
MEMBERS Financial Services Program
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Let’s face it, we all want to strike it rich. But for most of us, being financially secure means
being financially smart. Fortunately, with the MEMBERS Financial Services Program* located
at Connex Credit Union, it’s a lot easier to understand which retirement, insurance and
investment plans may be right for you and your family.
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- 401(k) pension rollovers
- Mutual funds
- Variable, fixed and index annuities
- Brokerage account and general securities trading
- Wealth management
- Financial planning for education and retirement
- Financial management analysis and seminars
The difference is, with MEMBERS Financial Services Program, you’ll be getting advice from an experienced financial professional. That’s because MEMBERS Financial Services Program representatives are focused on our members’ best interest.
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For more information, contact MEMBERS Financial Services Represenative Roger Helal |
*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, IA 50677, toll-free (800) 369-2862.
Non-deposit 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.
