MEMBERS Financial Services
Are you confused about how to pay for your child's college education, or how to plan for a comfortable retirement? MEMBERS Financial Services can help you reach your long-term goals. We provide insurance and investment services to Financial Center members to help protect their future.
Dedicated Advisor Frank Feng, is available at our Main Office to meet one-on-one with FCCU members. Offering complimentary consultations, Frank helps members reach their financial goals by carefully developing a plan that aligns with their specific needs. Regardless of where you are in life, Frank has the financial tools and products to customize a strategy unique to your financial goals. Call the MEMBERS Financial Services Program directly at (209) 518-2801 for a no-cost, no-obligation analysis with a financial advisor.
• Professional services include:
• Retirement planning
• Portfolio management
• Investment management for seniors
• Wealth preservation
• Tax-advantaged investment planning*
• Comprehensive financial guidance
Learn more and access the MEMBERS Financial Services resource library today by visiting MEMBERS Financial Services online.
*Representative is not a tax advisor. For information regarding your specific tax situation, please consult a tax professional. ÐEMBERS 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/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. FR-1127117.3-0219-0321