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Investment & Retirement Planning

Make plans for a better financial future.

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:

  • Investments
  • Rollovers
  • Education Funding
  • Estate Conservation
  • Retirement Savings
  • Insurance
  • Life and Disability Insurance
  • Annuities
  • And More…


 

Meet Our Financial Professionals

Cathy Genty

Cathy Genty 

Financial Advisor
770.476.6400 ext. 83214
cathy.genty@cunamutual.com

Learn more about Cathy

 

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.

*MEMBERS Financial Services advisors are registered representatives of CUNA Brokerage Services, Inc. Representatives are registered, securities sold, advisory services offered through CUNA Brokerage Services, Inc. (CBSI), member FINRA / SIPCa 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. FR-2834437.1-1119-1221