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Resources

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!

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!

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-1448998.1-0316-0519 

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