• Investment & Retirement Planning

    investmen insurance

MEMBERS Financial Services

Georgia United is committed to helping our members save. Not just saving for a rainy day, but saving for their futures. With our members’ needs in mind; we have collaborated with CUNA Brokerage Services, Inc. to offer MEMBERS Financial Services*, a fully integrated personal financial management service.

Andy Anderson, our trusted, knowledgeable and friendly MEMBERS Financial Services Representative, can advise you on investment services, financial management options and a variety of insurance and investment strategies that complement our traditional, insured savings and IRA accounts. 

Please contact Andy Anderson today to create a personalized financial plan to help you reach your goals. 

          

Andy Anderson, LUTCF, CFS® 
Financial Advisor
770.476.6400 ext. 1208
andy.anderson@cunamutual.com

 

Check the background of this investment professional on FINRA's BrokerCheck. To learn more about Georgia United's CU Advisors, access your MEMBERS Financial Account or learn about financial solutions offered click here.

 

*Securities sold, advisory services offered through CUNA Brokerage Services, Inc. (CBSI), member FINRA/SIPC, a registered broker/dealer and investment advisor. CBSI is under contract with Georgia United Credit Union 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-1208593.1-0515-0617.
  

Additional Services

At Georgia United, nothing means more to us than our members and their loved ones. Our voluntary supplemental insurance services allow you to enjoy the peace of mind that comes with knowing that Georgia United has you covered. You’ll rest easy, and so will we.

 

We offer the following types of supplemental insurance to meet your individual needs:

  • Legal Insurance 
    Group plan underwritten by ARAG
    800.378.9167

  • Accidental Death & Dismemberment Insurance 
    Group plan underwritten by Transamerica 

    800.843.1253

  • TruStage Auto and Home Insurance** Provides affordable top-quality protection. You could enjoy discounted rates combined with online convenience and 24/7 claims service. Get your free quote today or call 855.483.2149.

  • TruStage Term Life Insurance***   
    Group plan underwritten by CMFG - As a member of Georgia United, you may qualify for TruStage Term Life Insurance with rates that can start at just $3.65/month*. This policy from CMFG Life Insurance Company can help provide a financial safety net for your loved ones when they need it most. Learn more or call 855.612.7909 for information and details.

**TruStage® Auto and Home Insurance program is offered by TruStage Insurance Agency, LLC and issued by leading insurance companies. Discounts are not available in all states and discounts vary by state. The insurance offered is not a deposit and is not federally insured. This coverage is not sold or guaranteed by your credit union.

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    ***TruStage® Term Life Insurance is offered by TruStage Insurance Agency, LLC and issued by CMFG Life Insurance Company. The insurance offered is not a deposit and is not federally insured or guaranteed by your credit union. *TruStage Term Life Insurance to Age 80 is made available through TruStage Insurance Agency, LLC and issued by CMFG Life Insurance Company. $3.65/month is standard rate for a 29-year-old female for $5000 of coverage

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