Retirement & Investment Planning
Whether you are planning for retirement, setting up your children's college fund, in need of a second opinion, looking to improve your portfolio, or setting up your SEP/401(k) plans for employees MEMBERS Financial Services can help! 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.
- Insurance Planning
- Education Funding
- Mutual Funds
- Retirement Planning
- Business Planning
- Investment Planning
MEMBERS Financial Services consultations are available to members at no cost with no obligation. For an appointment to discuss your financial future or for a second opinion, call Wayne Lagasse, Vice President, Wealth Management, at (401) 596-7000, ext. 2112, stop into our main office at 122 Granite St. in Westerly or email him at email@example.com - please note email is not secure.
Check the background of this investment professional on FINRA's BrokerCheck.
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*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, which is not an affiliate of the credit union. 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. FR-2627718.1-0719-0821
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