Connex Investment & Retirement Services
The Connex Investment & Retirement Services program is offered through CUNA Brokerage Services, Inc.*, a broker/dealer focused on serving credit union members. CUNA Brokerage Services, Inc. is an affiliate of CUNA Mutual Group.
You don't have to be a number cruncher to be financially secure. With Connex Investment & Retirement Services (CIRS)* located at Connex Credit Union, we can help you understand which retirement, insurance and investment plans may be right for you and your family. And we offer a number of products and services including:
- 401k, pension or IRA 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
Your CIRS Representative is:
Call Will today for a no-cost, no-obligation consultation at 203.603.5735.
Check the background of this investment professional on FINRA's BrokerCheck.
To view the whole array of services available through CIRS:
A message from Will:
- Is your retirement money invested properly?
- Will you have enough income in retirement?
- What should you do with an existing retirement plan from a previous employer?
- How will you pay for a child's or grandchild's education?
- Financially, what would happen to your family if you died?
- How will you pay for long-term care?