CUNA Mutual Investment Products

Of course, there are members who want greater growth potential for their investments.

NCCU offers fixed-rate investments, but what about stocks, bonds, mutual funds and other types of investments that offer the potential for higher return?

NCCU makes available the MEMBERS Financial Services* to provide investment services for members who are looking for just such a balance to their portfolios.

Contact Mary Finnegan-Ongaro today for information on how MEMBERS Financial Services can help you formulate a prudent financial plan.

Your MEMBERS Financial Services advisor will have the ability to work with you in ways your credit union or bank might not.

Credit unions build relationships with their members based on trust. MEMBERS Financial Services, a program of the CUNA Mutual Group works exclusively with credit unions, and is our partner in providing investment and insurance service to you. For more information on the MEMBERS Financial Services program, click here.

*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 (800) 369-2862. 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. CUNA Brokerage Services, Inc., is a registered broker/dealer in all fifty states of the United States of America. The Representative may also be a credit union employee that accepts deposits on behalf of the financial institution.

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