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Business Services

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 rsmith@westerlyccu.com - 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! 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.

Services offered:

  • Insurance Planning
  • Education Funding
  • Mutual Funds
  • Retirement Planning
  • Business Planning
  • Stocks/Bonds
  • 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 wayne.lagasse@cunamutual.com - please note email is not secure.

Check the background of this investment professional on FINRA's BrokerCheck.

My Financial Center
My Financial Center is your online source for valuable information about investments, retirement planning and much more.
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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

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.

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