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Investments and Insurance

  

Click here for more information on investments and insurance.

 

INVESTMENTS, INSURANCE, AND FINANCIAL PLANNING ARE ALL SERVICES WE CAN MAKE AVAILABLE TO YOU. 

Chartway Investments & Insurance, located at Chartway Federal Credit Union, offers financial products and services to the Chartway Federal Credit Union members and their families. The personal attention and experience of a professional representative can assist you in managing your financial future. Chartway Investment and Insurance provides a service that includes insurance, annuities, investments and options for retirement, college funding or estate planning.


Insurance - The different types of insurance we can help you with are:

Investment Options - Listed below are the many investment options available to you through our Financial Services program


Financial Management
Sort through the financial clutter in your life and get a clear picture of where you are, where you want to go and how to get there.     

For more information and assistance, contact a Chartway Investments & Insurance Representative serving Chartway Federal Credit Union members.

Chartway Investments & Insurance representatives are registered through, and securities are sold through, CUNA Brokerage Services, Inc. (CBSI), Member NASD/SIPC, 2000 Heritage Way, Waverly, Iowa 50677, toll-free (866) 512-6019.  Insurance sold through licensed CUNA Mutual Life Insurance Company Representatives, and in New York, licensed insurance representatives of other companies.  Non-deposit investment products are not federally insured, involve investment risk, may lose value and are not obligations of or guaranteed by the credit union.