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Financial education is very important to us. Please take a moment to browse through our selected materials. If you have specific need, please don't hesitate to contact us.

If you are interested in having one of our staff members speak at your location on a specific topic, please contact Kim Gates, Financial Education Officer, at (401) 596.7000 x2124.

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.
Click here to get started!

*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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