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.
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.
Get connected with MEMBERS Financial Services in 3 simple steps
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.
Meet with Our Investment Professional
Enjoy our no-cost, no-obligation initial consultation with Brian.
Start Working Toward Your Financial Goals
Start working with Brian to pursue your financial goals!