Are you concerned you aren’t saving enough for retirement? Don’t know where to start? We have a financial advisor on hand to help demystify your finances and help get you on the right track. Our advisor can help you plan for more than just retirement as well, and can help you develop a financial strategy for saving for a child’s education, paying down debt, and more. We also have a number of financial planning tools you can discuss with our advisor that could help you achieve your goals.
As a start, take a look at the resources below:
The Chartway Retirement & Investment 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. Through Chartway Retirement & Investment Services, you have access to financial management services and a wide range of coverage, investments, and transactions. Our knowledgeable representatives will help you identify strategies to enhance your financial decisions.
Check the background of these professionals on FINRA's Brokercheck.
*Chartway Retirement & Investment Services Financial 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.**Representatives are neither tax advisors nor attorneys. For information regarding your specific tax situation, please consult a tax professional. For legal questions, including a discussion about estate planning, please consult your attorney. ***Prior to requesting a rollover from your employer sponsored retirement account to an Individual Retirement Account (IRA), you should consider whether the rollover is suitable for you. There may be important differences in features, costs, services, withdrawal options and other important aspects between your employer sponsored retirement account and an IRA. FR-2639157.1-0719-0821.