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Investment Services

 

Members Financial Services

We’ve designed the MEMBERS Financial Services Program exclusively for Freedom Members. This program offers various insurance and investment programs that complement traditional Credit Union savings plans.

Learn More

 

Some of the products and services available include:

  • 401(k) / Pension Rollovers
  • Retirement Planning
  • Education Funding
  • Mutual Funds
  • Life Insurance
  • Long-Term Care Insurance
  • Wealth Management

Built for All Members

In the true spirit of the Credit Union philosophy, this Program is designed to assist a wide variety of Members—from those just starting a savings plan to those with sizable assets looking for more sophisticated management tools.

Whether you’re seeking guidance on just one financial issue or are interested in putting together a comprehensive plan, please contact the MEMBERS Financial Services Program for a no-cost, no-obligation analysis. Call 215-612-6136, or visit their website to learn more.

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

Investment Disclosures

CUNA Brokerage Services, Inc

The MEMBERS Financial Services program is offered through CUNA Brokerage Services, Inc.*, a broker/dealer focused on serving credit union members. CUNA Brokerage Services, Inc. is an affiliate of CUNA Mutual Group. For more information about CUNA Brokerage Services, Inc., please visit cunabrokerage.com .

MEMBERS Financial Services Financial Professionals are registered representatives of CUNA Brokerage Services, Inc. Representatives are registered, securities sold, advisory services offered through CUNA Brokerage Services, Inc. (CBSI), member FINRA SIPC , a registered broker/dealer and investment advisor, which is not an affiliate of the credit union. 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.

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