Members Financial Services
The MEMBERS Financial Services Program is offered through CUNA Brokerage Services, Inc.*, a broker/dealer focused on serving credit union members. CUNA Brokerage Services, Inc. is an affiliate of CUNA Mutual Group. Helping plan for life’s events; expected and unexpected – Experienced MEMBERS Financial Services professionals located at Service Credit Union will listen to your needs and help you make the right financial decisions for you and your family. For more information and to talk to someone you can count on, please contact a MEMBERS Financial Services Representative for a no cost, no-obligation consultation.
Mark C Wilson, CRPC®
Thomas R. Burbank, CRPC®
From today through retirement, they have the experience to assist you with:
- Traditional or Roth Individual Retirement Accounts (IRAs)
- Spousal IRAs
- Direct Rollovers of Retirement Plans to an IRA**
- Trust Accounts
- Uniform Transfer to Minor Accounts
- 529 College Savings Program Accounts
- Fixed, Variable and Immediate Annuities
- Whole and Term Life Insurance
- Long Term Care Insurance
- Wealth Transfer and Gifting
- Small Business Retirement Plans
*MEMBERS Financial Services Advisors are registered representatives of CUNA Brokerage Services, Inc. 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. Products offered are not obligations of Service Credit Union.
**Prior to requesting a rollover from your employer sponsored retirement account to an Individual Retirement Account (IRA), you should consider whether the rollover is suitable for you. There may be important differences in features, costs, services, withdrawal options and other important aspects between your employer sponsored retirement account and an IRA.