Investments & Insurance
Need to plan for retirement? Need a solid investment strategy?
MEMBERS Financial Services is a personal financial management service designed exclusively for credit union members. MEMBERS Financial Services offers a variety of insurance and investment programs. Your MEMBERS Financial Services representative works with you to offer the following services:
- Retirement Services
- Investment Services
- Tax Advantaged Investment Planning*
Plus, an array of insurance and investment vehicles is available including:
- Life Insurance
- Annuities
- Mutual Funds
To view my most current newsletter for tips and information, please click here.
For online investment information see the MEMBERS Financial Network. To schedule an appointment call Mick Anderson at (615) 385-6858. Initial consultations are offered at no cost or obligation.
* Representatives are not tax advisors. For information regarding your specific tax situation, please consult a tax professional.
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 (866) 512-6109. 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.