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Investment Services

The MEMBERS Financial Services Program is designed exclusively for Freedom Members and located at the Credit Union. It offers various insurance and investment programs (not federally insured) that complement traditional Credit Union savings plans (federally insured).

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  • Some of the products and services available include:
  • IRA Rollovers
  • Retirement Planning
  • Education Funding
  • Mutual Funds
  • Life Insurance
  • Long-Term Care Insurance
  • Wealth Management

Is Members Financial Services Right for You?

In the 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.

Some reasons you may use MEMBERS Financial Services are:

  • You’re looking for guidance on just one financial issue you want to tackle today
  • You’re interested in putting together a comprehensive plan

No matter how big or small your financial issue is, we can help you. Simply schedule an appointment for a no-cost, no-obligation analysis.

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Photo of Brian A Arrow financial advisor of the MEMBERS Financial Services Program.
Brian A Arrow
CRPC conferred by College for Financial Planning®
Vice President – Wealth Management

Who Will Be Your Financial Advisor?

Brian will help you work toward your financial goals by carefully developing a plan that aligns with your specific needs, experience, and time horizon. He’s honored to help you, and your goals are his highest priority.

When working with Brian, you’ll create a customized plan focused on your key financial goals. These goals often include:

  • Wealth accumulation during your working years
  • Security and independence in your retirement
  • The transfer of assets in the most advantageous manner

Regardless of where you are in life, Brian has the tools and financial products to help you pursue your goals. By collaborating with him you can create an appropriate assessment for you.

Getting started is easy. Simply schedule an appointment for a no-cost, no-obligation initial consultation.

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

Schedule an Appointment

Get connected with MEMBERS Financial Services in 3 simple steps

 

1

Schedule an Appointment

Click here and submit the form. A representative from MEMBERS Financial Services will call  you within one business day to schedule an appointment.

2

Meet with Our Investment Professional

Enjoy our no-cost, no-obligation initial consultation with Brian.

3

Start Working Toward Your Financial Goals

Start working with Brian to pursue your financial goals!

Investment Disclosures

Securities and advisory services are offered through LPL Financial (LPL) a registered investment advisor and broker/dealer (member FINRA/SIPC).   Insurance products are offered through LPL or its licensed affiliates.  Freedom Credit Union and MEMBERS Financial Services are not registered as a broker-dealer or investment advisor.  Registered representatives of LPL offer products and services using MEMBERS Financial Services, and may also be employees of Freedom Credit Union.  These products and services are being offered through LPL or its affiliates, which are separate entities from, and not affiliates of Freedom Credit Union or MEMBERS Financial Services.  Securities and insurance offered through LPL or its affiliates are:

  • Not insured by NCUA or Any Other Government Agency
  • Not Credit Union Guaranteed
  • Not Credit Union Deposits or Obligations
  • May Lose Value

The LPL Financial registered representative(s) associated with this website may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.

Freedom Credit Union provides referrals to financial professionals of LPL Financial LLC (“LPL”) pursuant to an agreement that allows LPL to pay Freedom Credit Union for these referrals. This creates an incentive for Freedom Credit Union to make these referrals, resulting in a conflict of interest. Freedom Credit Union is not a current client of LPL for advisory services.

Please visit the LPL Disclosure page for more detailed information.

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