Investments & Retirement Planning

Whether you prefer to invest online or meet face-to-face with a representative, resources are available to you as a Virginia Credit Union member.

MEMBERS Financial Services  
Licensed MEMBERS Financial Services representatives are located at Virginia Credit Union 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
• Retirement planning
• Education funding
• Mutual funds
• Wealth management
• Life insurance

Please read the MEMBERS Financial Services disclosure below. Learn more about the program on their web site.

ShareBuilder  
ShareBuilder offers an affordable way to purchase stocks online and build your portfolio over time. You specify the dollar amount you want to invest and the frequency, select the stocks you want to invest in, and have the funds automatically deducted from your checking account.

• No account or investment minimums
• Automatic investing plans on a weekly or monthly basis
• Research and investing tools available online  

Please read the ShareBuilder disclosure below. Learn more about the program on their web site.

For information and answers to any questions you may have, please see the contact information on their linked web sites.

MEMBERS Financial Services:
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.

ShareBuilder:
Securities products are offered by ShareBuilder Securities Corporation, a registerd broker-dealer and Member FINRA/SIPC. ShareBuilder Securities Corporation is a subsidiary of ING Bank, fsb. ShareBuilder is not affiliated with Virginia Credit Union. Investments are not NCUA/NCUSIF INSURED, ARE NOT CREDIT UNION GUARANTEED, MAY LOSE VALUE.