Assisting you in reaching your financial goals
This program works in cooperation with MEMBERS™ Financial Services to deliver a trustworthy, full-service financial advisory program providing:
- Retirement planning
- 401k and pension plan rollovers
- Wealth management
- Education funding
- Insurance
- Investment services
- IRA Services
A team of dedicated, licensed financial advisors will work one on one with you to help you make sound financial decisions consistent with your risk tolerance, investment time-lines and goals.
Members are entitled to a no cost, no obligation financial consultation to get the assistance needed to reach your financial goals.
| Locations | Contact Information |
|---|---|
| Nationwide | 800-226-2994 Mon-Fri, 8am - 5:30pm CT |
| Illinois 11545 W. Touhy Ave. Chicago, IL 60666 |
Shaun Floresca Financial Advisor 800-328-1935 ext.8845 Email Shaun Terence Powell Financial Advisor 800-328-1935 ext.8686 Email Terence |
| Colorado 7505 E. 35th Ave. Denver, CO 80238 |
Thomas Brunz Financial Advisor 800-328-1935 ext.3669 Email Thomas |
| California 700 Concar Dr. San Mateo, CA 94402 |
Giacomo Parente Financial Advisor 800-328-1935 ext.3707 Email Giacomo |
Online Tools
Available to members for investment goal setting, research, tracking and trading.- Set your own goals for free with an online tool from BrightLeaf
- Research, track and trade, with CUNA Brokerage Services
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.
Nondeposit investment 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.
Frequently Asked Questions
What is the MEMBERS™ Financial Services Program?
The MEMBERS™ Financial Services Program is a full-service financial advisory program located at Alliant Credit Union offering members retirement, insurance and investment services. Our goal is to help our members achieve their financial goals for themselves and their families.
How does the MEMBERS™ Financial Services Program work?
A full-time MEMBERS™ Financial Services Representative is available to meet with you to evaluate your situation, offer recommendations and coordinate your investment and insurance choices.
You may want to tackle just one financial issue today or you may be looking for help in managing your entire financial situation. We'll help develop a comprehensive financial roadmap that addresses all the relevant financial issues that you face.
- Roll-over your 401(k) or pension plan if you've changed jobs
- Develop a savings and investment plan
- Create a retirement income plan to approach those years with confidence
- Manage your investments better
- Protect your family with life insurance or long-term care insurance
- Save for college education costs
Can the MEMBERS™ Financial Services Program help me with retirement planning?
Yes. Whether you are already retired, getting ready to or are just beginning to save for retirement, our program has sophisticated planning software and a wide array of investment products to help you fund the retirement lifestyle you're seeking. We believe everybody has a unique vision of their retirement years and we help you manage your money to support that vision.
How do I get started?
To setup a free, no-obligation appointment, call a MEMBERS™ Financial Services Representative, at 800-226-2994 today. Be sure to have any documentation available that will help the representative understand your situation better such as account statements, tax forms and benefit information. If married, it's best that both you and your spouse attend. Lastly, always have an open mind and a willingness to discuss the details of your situation.
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.
Nondeposit investment 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.
Call 800-328-1935 ext.8845
