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Retirement, Insurance & Investments from a Trusted Partner
For a no-cost, no-obligation appointment with our MEMBERS Financial Representative, Gary Williams, call Kim at 704.392.3418 ext 230.
Designed exclusively for credit union members, and located right here at the credit union, MEMBERS Financial Services Center (MFN) is a full-service financial advisory program. MFN provides retirement, insurance and investment services to members like you. We're here to help you and your family through a lifetime of financial planning needs – from those just starting a savings plan, to those with sizable assets looking for more sophisticated management tools.
Some of the products and services available include:
- Retirement Planning
- Wealth Management
- Education Funding
- Mutual Funds
- 401(k) / Pension Rollovers
- Life Insurance
- Long-Term Care Insurance
- Tax-managed Investing*
*Representatives are not tax advisors. For more information regarding your specific tax situation, please consult a tax professional. 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.