To access MEMBERS Financial ONLINE click here.
Retirement, Insurance & Investments from a Trusted Partner
Trust is everything – especially when it comes to your insurance and investments. That's why we are honored to have been chosen by Carolina Postal Credit Union as the financial services partner to serve the needs of members like you.
Designed exclusiv ely for credit union members, and located right here at the credit union, the MEMBERS Financial Services Center is a full-service financial advisory program. We provide 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
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- 401(k) / Pension Rollovers
- Life Insurance
- Long-Term Care Insurance
- Tax-managed Investing*
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For a no-cost, no-obligation appointment with our MEMBERS Financial Representative, Andreena Moss (above left), call Kim at 704.392.3418 ext 230.
To access MEMBERS Financial online click here.
*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.
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Save Dollars, NOT Pennies: Now that's a Bright Idea!
You may have heard about the big bank's cutesy savings programs. But why save pennies a day, when Carolina Postal Credit Union can help you save thousands a year?
- You Choose how much you save each month and then live off the rest. Don't rely on last minute or impulsive purchases with your debit card to increase your savings account.
- Use Payroll Allotments, Payroll Deductions and regular electronic transfers to create an automatic, consistent savings plan that fits your lifestyle.
- Once you set up a savings plan with CPCU, you'll find it easy to save.
Talk to us today to create a smart savings plan that works for you. You're brighter than a bank....let's prove it!
For helpful savings tips and advice go to the new Brighter than a Bank Blog!
Charlotte 704.392.3418 - Winston Salem 336.723.1024 - High Point 336.882.3926 - Greensboro 336.292.8340
1.800.865.0445
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