Creating opportunities for financial gain are available at our credit union, with our financial partners, The MEMBERS Financial Services.
This program has one objective, and that is to help you reach your financial goals. They can help you make sound financial decisions consistent with your tolerance for risk. This program works in cooperation with our credit union and complements the products and services we make available to you.
The MEMBERS Financial Services, can help you with:
Planning your investments and estate
Managing your money
Funding your children's education
Retirement planning
At The MEMBERS Financial Services, our representative, Sophia Spencer, provides financial management services to our members at no cost or obligation. Her recommendations are made after a careful analysis of your financial needs and goals.
If you're interested in contacting Sophia for a "Complimentary Financial Review" you can reach her at 1-360-578-5335.
Representatives are registered through, and securities are sold through, CUNA Brokerage Services, Inc. (CBSI), member NASD/SIPC, 2000 Heritage Way, Waverly, Iowa 50677, toll-free (866) 512-6109. Insurance sold through licensed CUNA Mutual Life Insurance Company Representatives, and in New York, licensed insurance representatives of other companies. NONDEPOSIT INVESTMENT PRODUCTS ARE NOT FEDERALLY INSURED, INVOLVE INVESTMENT RISK, MAY LOSE VALUE AND ARE NOT OBLIGATIONS OF OR GUARANTEED BY THE CREDIT UNION.
CBSI is a registered broker/dealer in all fifty states of the United States of America.
