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MEMBERS Financial Services

MEMBERS Financial Services

A Program to Help You Meet Your Financial Goals

The MEMBERS Financial Services Program makes available a variety of insurance and investment products that complement those offered by your credit union. The program can provide a package of protection and asset accumulation products that can help you meet your personal financial objectives…whether those objectives involve saving for a home, providing a college education, or planning a comfortable retirement.

Insurance Planning
Retirement Planning
Investment Planning
Education Funding
Business Planning
Mutual Funds
Stocks/Bonds

MEMBERS Financial Services Website

Meet MEMBERS Financial Services Financial Advisor - Larry Amenta

The representative—a dedicated career professional carefully selected and trained to serve credit union members—can work with you to help achieve your personal financial goals and provide information on various products and services.

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 (800) 369-2862. 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.CBSI is a registered broker/dealer in all fifty states of the United States of America.