MEMBERS Financial Services
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
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 Financial Professional 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 professional.
- 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. MEMBERS Financial Services Finanical Professionals 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