Investment & Retirement Planning
Investment and Retirement
The MEMBERS Financial Services team serving Georgia United Credit Union provides investment and retirement planning for members. 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. For more information about CUNA Brokerage Services, Inc., please visit
cunabrokerage.com.
Creating a plan is important to achieve your financial goals and it's never too early to start. Whether you're just starting your career, nearing retirement age or somewhere in between, the MEMBERS Financial Services team at Georgia United can help provide financial guidance for your unique needs.
With a wealth of knowledge and experience, our financial professionals will help to educate and answer your questions so you have the knowledge and confidence to make informed decisions.
What We Do
Our professionals help with a variety of services including:
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Meet Our Financial Professionals
Check the background of this investment professional on FINRA's BrokerCheck. To learn more about the MEMBERS Financial Services Program located at Georgia United Credit Union, access your MEMBERS Financial Account or learn about financial products and services offered here.
Contact Us
Ready to get started? Set up a no-cost, no-obligation appointment and let us create a personalized financial plan to help you reach your goals.