MEMBERS® Financial Services Program
The MEMBERS® Financial Services* Program has one objective: to help you reach your financial goals.
As a member, this service is available to you. The Initial consultations are at no cost.
We can assist you with:
- Retirement Planning
- Insurance Planning
- Investment Planning
- Education Funding
- Deferred Compensation/Pension Rollovers
Meet Chris Breault, your MEMBERS® Financial Services representative. Chris will work with you to evaluate your financial needs offer recommendations and create a personal financial roadmap just for you. Plus, he will provide periodic reviews of your plan to help keep you on track in achieving your financial goals.
To get started call Chris today at 800.222.1391 x 1361 and start working towards your future!
*Representative is not a tax advisor. For information regarding your specific tax situation, please consult a tax professional. Securities sold, advisory services offered through CUNA Brokerage Services, Inc. (CBSI), member FINRA/SIPC, a registered broker/dealer and investment advisor. 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.FR071315-2581