About Cuna brokerage services, inc
CUNA Brokerage Services, Inc. is a leading broker dealer that exclusively serves the credit union industry. The company partners with credit unions to provide investment, insurance, and retirement planning services to members. With over 30 years of experience in the financial industry, CUNA Brokerage Services has established itself as a trusted partner for credit unions across the United States.
The company's mission is to help credit unions provide their members with access to high-quality financial products and services that can help them achieve their financial goals. CUNA Brokerage Services understands that every member has unique needs and goals when it comes to their finances. That's why they offer a wide range of investment options, insurance products, and retirement planning services that can be tailored to meet each member's individual needs.
One of the key benefits of working with CUNA Brokerage Services is their deep understanding of the credit union industry. Unlike other broker dealers who work with a variety of clients across different industries, CUNA Brokerage Services focuses exclusively on serving credit unions. This allows them to develop specialized expertise in this area and provide customized solutions that are specifically designed for credit union members.
CUNA Brokerage Services offers a wide range of investment options for members who are looking to grow their wealth over time. These include stocks, bonds, mutual funds, exchange-traded funds (ETFs), annuities, and more. The company's experienced financial advisors can help members choose investments that align with their risk tolerance and long-term goals.
In addition to investment products, CUNA Brokerage Services also offers insurance solutions for members who want to protect themselves against unexpected events such as illness or death. These include life insurance policies as well as disability income insurance policies that can provide income replacement if an individual becomes unable to work due to an injury or illness.
Retirement planning is another area where CUNA Brokerage Services excels. The company offers a variety of retirement planning solutions including traditional IRAs, Roth IRAs, SEP IRAs (Simplified Employee Pension), SIMPLE IRAs (Savings Incentive Match Plan for Employees), 401(k) plans and more! Their experienced advisors will work closely with each member throughout every stage of the retirement planning process – from setting goals all the way through implementation – ensuring they have everything they need in order achieve success!
Overall,Cuna brokerage services inc provides comprehensive financial solutions tailored specifically towards Credit Union Members' unique needs while providing exceptional customer service at every step along the way!