My Investment Services Located at My Community
My Community is pleased to announce our new investment services available now! There are many important financial decisions that must be made throughout someone’s life, so we have partnered with My Investment Services to help members with all their financial needs. Whether it’s a newly married young couple, parents planning for a child’s education, a worker planning for retirement or someone facing an unexpected job change, our Financial Advisor, can help you reach your financial goals. Click the logo below for more information on My Investment Services.
Work With Someone You Trust
Where do you see yourself in 5, 10, or even 20 years? Do your financial plans align with those goals? What if you had access to an experienced financial professional who cared as much about your future as you do?
We can assist you with:
- Money Management
- Estate Conservation
- Insurance Planning
- Investment Planning
- 401(k) Planning
- Business Planning
- Retirement Planning
- Education Funding
Whether they are large or small, you will be able to contact a rep to schedule a no-cost, no-obligation appointment to discuss your individual needs.
Check the background of this investment professional on FINRA's BrokerCheck.
Securities sold, advisory services offered through CUNA Brokerage Services, Inc. (CBSI), member FINRA/SIPC, a registered broker/dealer and investment advisor. CBSI is under contract with the financial institution to make securities available to members. Not NCUA/NCUSIF/FDIC insured, May Lose Value, No Financial Institution Guarantee. Not a deposit of any financial institution. CUNA Brokerage Services, Inc., is a registered broker/dealer in all fifty states of the United States of America.