
MEMBERS Financial Services
Licensed MEMBERS Financial Services Representatives are located at VACU to assist you. A Representative can meet with you at a convenient branch and work with you to develop a plan that helps you maximize your financial potential. There is no cost and no obligation for an appointment.
- 401(k) and pension plan rollovers
- PLOP assistance for State employees
- Retirement planning
- Education funding
- Mutual funds
- Fixed and variable rate annuities
- Life insurance
- Long-term care insurance
Please read the MEMBERS Financial Services disclosure below. Learn more about the program on their web site.
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. 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.