Investment & Retirement Planning
Investment and Retirement Planning
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 LPL Financial*. For more information about LPL Financial, please click here.
Creating a plan is important to pursue 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 professionals associated with this site 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 a Financial Advisor
Ready to get started? Set up a no-cost, no-obligation appointment and let us create a personalized financial plan to help you pursue your goals.
Cathy Genty and John Masinko are financial advisors with, and securities and advisory services are offered through LPL Financial (LPL), a registered broker-dealer (member FINRA/SIPC). Insurance products are offered through LPL or its licensed affiliates. Georgia United Credit Union and Members Financial Services are not registered as broker-dealer or investment advisor. Registered representatives of LPL offer products and services using Members Financial Services, and may also be employees of Georgia United Credit Union. These products and services are being offered through LPL or its affiliates, which are separate entities from, and not affiliates of, Georgia United Credit Union or Members Financial Services. Securities and insurance offered through LPL or its affiliates are:
Not Insured by NCUA or Any Other Government Agency | Not Credit Union Guaranteed | Not Credit Union Deposits or Obligations | May Lose Value |
The LPL Financial registered representative(s) associated with this website may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.