We make managing your business accounts easy with a full range of services. For more information on any of these products, please contact Richard Smith, Senior Lending Officer, at (401) 596-7000 x 2116 or firstname.lastname@example.org - please note, email is not secure.
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!
- 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.
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My Financial Center
My Financial Center is your online source for valuable information about investments, retirement planning and much more.
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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.CBSI is a registered broker/dealer in all fifty states of the United States of America. FR-2627718.1-0719-0821
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Identity theft is far too common. If you suspect that your personal information has been compromised, please use our Reporting Identity Theft Checklist as a guideline to get the process started. It also features tips on how to prevent identity theft in the future.