800-656-4328 ext 2236 


Investing for the Future

You might not think of your credit union first. But, maybe you should.

Our financial consultants are here simply to help our members. Their research department is completely independent so there is no conflict of interest. Their research opinions and investment advice aim to benefit our members, not a fund or product company. We just try to give you the best advice we can during our no cost/no obligation consultations to help you pursue your financial goals-not someone else’s.

  • Portfolio reviews
  • 401(k) Rollovers & Reviews
  • Thrift Savings Plans (TSP) Advice and Rollovers
  • IRA Rollovers
  • Pre-Retirement planning
  • Post retirement investment and income strategies
  • Retirement account distribution strategies
  • Mutual funds
  • College funding plans
  • Tax deferred annuities
  • Tax free municipal bonds
  • Fee based asset management
  • Trust services
  • Long term care insurance
  • Life insurance