Plan for Your Financial Future

Work to achieve your goals with help from MEMBERS™ Financial Services, a program of CUNA Brokerage Services, Inc. You can enjoy a wide variety of investment services and get the answers you need from familiar faces.

An investment representative can help you create a college savings plan, help build your retirement income plan, and more. Available investment products include:

Plus, find out where you stand with retirement by taking the Retirement Road Test™.

Best of all, managing investments is convenient for you. For the
self-directed investor, there is online investing through CUNA Brokerage Services, Inc. or automated telephone access through MEMBERS BrokerLine at 1-800-369-9709.

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Investment Services are offered by CUNA Brokerage Services, Inc., an independent registered broker/dealer. Member NASD/SIPC. CUNA Brokerage Services, Inc. is not an affiliate of CEFCU or CEFCU Financial Services, Inc. U.S. residents. The Investment Services information in this Web site is for U.S. residents only. The information on this Web site does not constitute an offer to sell or a solicitation of an offer to purchase brokerage services.

Representatives are registered, securities are sold, and investment advisory services offered through CUNA Brokerage Services, Inc. (CBSI), member NASD/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. The representative may also be a financial institution employee that accepts deposits on behalf of 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.