MEMBERS Financial Services* Program Comes to Alliant Credit Union
March 19, 2009 | Alliant Credit Union
Alliant Credit Union has announced that they are partnering with CUNA Brokerage Services, Inc. in order to provide for financial advisory services in the interest of serving the needs of Alliant members. Designed exclusively for credit union members, and located directly within the credit union space at Alliant locations in Chicago, Illinois and coming soon to San Mateo, California, CUNA Brokerage Services, Inc. is a full-service financial advisory program providing retirement, insurance and investment services to individuals. Alliant members can also call 800-226-2994 for consultation. CUNA Brokerage Services, Inc. is a division of CUNA Mutual Group.
Products and services provided by CUNA Brokerage Services, Inc., through the MEMBERS Financial Services program, include; Retirement Planning, Wealth Management, Mutual Funds, Education Funding, 401(k)/Pension Rollovers, Life Insurance, Long-Term Care Insurance, as well as various other offerings designed around the needs of the credit union's members.
The program works in cooperation with Alliant Credit Union and complements the products and services the credit union makes available to its members. "Our goal has always been to be a true, trusted partner and advocate for our members," commented Alliant President & CEO David Mooney. "Together, with CUNA Brokerage Services, Inc., we can provide a total package to help our members realize their full financial potential."
The MEMBERS Financial Services program is staffed with experienced financial advisors, available to meet with individuals in person or by phone to evaluate their financial situation, offer recommendations and help coordinate their investment and insurance choices.
"Be assured," continued Mr. Mooney, "that the MEMBERS Financial Services financial advisors will serve you with the same personalized attention you've come to expect from our credit union."
*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. Deposit 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. CUNA Brokerage Services, Inc. is a registered broker/dealer in all fifty states of the United States of America.
© 2009 Alliant Credit Union. All Rights Reserved.