Neighbors Investment Services

Neighbors Investment Services is a full-service investment and financial planning program located at Neighbors Credit Union. Our financial planners offer different types of bank investment services and products. 

Calculators  

Investment Products Available:

  • Annuities
  • Bonds
  • Disability income insurance
  • Life insurance
  • Long term care insurance
  • Money market accounts
  • Mutual funds
  • Stocks
  • 529 College Savings Plans
  • Employer Sponsored Plans (401k, 403b, 457, Simple IRA, SEP IRA)

Services Provided:

  • Employer sponsored retirement plan analysis for business owners and managers
  • Financial consultation
  • Investment research/analysis
  • IRA rollovers
  • Life, disability income, and long term care insurance planning
  • Portfolio construction and management (Fee-Based and Commission-Based)

 

Check the background of this investment professional on FINRA's BrokerCheck.

Neighbors Investment Services is a division of Neighbors Credit Union (NCU).  Securities are: not insured by the NCUA; not a deposit or other obligation of, or guaranteed by, the depository institution; subject to investment risks, including possible loss of the principal amount invested.  Securities, Insurance, and Investment Advisory Services are offered through Midwestern Securities Trading Company, LLC (MSTC).  Member FINRA/SIPC.  MSTC and NCU are not affiliated.