MEMBERS Financial Services
MEMBERS Financial Services is a full-service financial advisory program located at Neighbors Credit Union. A full-time MEMBERS Financial Services Representative is available to meet with you to evaluate your situation, offer recommendations and coordinate your investment and insurance choices. We can help you:
- Roll-over your 401(k) or pension plan if you've changed jobs.
- Develop a savings and investment plan.
- Create a retirement income plan to approach those years with confidence.
- Manage your investments better.
- Protect your family with life insurance or long-term care insurance.
- Save for college education costs.
To set a no-cost, no-obligation appointment, call the MEMBERS Financial Services Representative, at (800) 369-2862 today. Be sure to bring any documentation that will help us understand your situation better such as account statements, tax forms, benefit information. If married, it's best that both you and your spouse attend. Lastly, always bring an open mind and a willingness to discuss the details of your situation.
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. B2MM-1205-E092
Special Announcement
This is to inform you that the MEMBERS Financial Services Representative, Beth Hurst has announced plans to leave the MEMBERS Financial Services Program located here at Neighbors Credit Union.
For those of you who have been working with Beth, please be assured that your new representative will continue to provide you with the best service and products available to suit your financial needs. There will be no change to the terms, conditions or any other aspect of your accounts/policies, due to Beth's departure. Shortly, we will be welcoming the new representative, who will be able to answer your questions regarding your insurance and investment needs. Meanwhile, you may contact CUNA Brokerage Services at 800-369-2862 with any questions you may have about your accounts/policies.
Thank you for your understanding and cooperation.
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.
FR05970617COR (1009)
