Completing a financial plan is an important first step towards future financial stability and success.
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Retirement and Investment Services |
The Retirement and Investment Services Program allows you to meet with an advisor over the phone or in person to discuss a financial plan.
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HSA Investment Program |
In addition to maintaining a standard dividend bearing HSA you can choose from a variety of money market and mutual fund investment options, from conservative to aggressive.
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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.
Non-deposit investment products 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.
FR040927-796E
800-328-1935 | ABA Routing and Transit Number # 271081528 |
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Alliant Credit Union, Chicago, Illinois. Your savings federally insured to at least $250,000 and backed by the full faith and credit of the United States Government - National Credit Union Administration (NCUA), a U.S. Government Agency. NOTICE OF CHANGES IN TEMPORARY NCUA INSURANCE COVERAGE FOR TRANSACTION ACCOUNTS All funds in a "noninterest-bearing transaction account" are insured in full by the National Credit Union Administration through December 31, 2012. This temporary unlimited coverage is in addition to, and separate from, the coverage of at least $250,000 available to members under the NCUA's general share insurance rules. The term "noninterest-bearing transaction account" includes a traditional share draft account (or demand deposit account) on which the insured credit union pays no interest or dividend. It does not include any transaction account that may earn interest or dividends, a negotiable order of withdrawal ("NOW") account, money-market deposit account, and Interest on Lawyers Trust Account ("IOLTA"), even if share drafts may be drawn on the account. For more information about temporary NCUA insurance coverage of transaction accounts, visit http://www.ncua.gov. *These sites are owned by a third party unaffiliated with Alliant Credit Union. We are not responsible for the privacy or security policies or content on the sites or other linked third party sites. Never disclose personal or account information. Read more |
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