The FCCU Money Management 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.
There are many important financial decisions that must be made throughout your life, so we have made Money Management Services located at FCCU to help with all of your financial needs.
Whether you're a newly married young couple, parents planning for a child's education, a worker planning for retirement or someone facing an unexpected job change, Financial Adivsors, Leora King, and Brennan Scheel can help you reach your financial goals.
Where do you see yourself in 5, 10, or even 20 years? Do your financial plans align with those goals? What if you had access to an experienced financial professional who cared as much about your future as you do?
Whether your goals are large or small, contact Leora or Brennan today to schedule a no-cost, no-obligation consultation to discuss your individual needs.
Leora and Brennan can help you with:
Check the background on these investment professionals on FINRA’s BrokerCheck.
**FCCU Money Management Services Advisors are registered representatives of CUNA Brokerage Services, Inc.
*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 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.
Page approval: FR-1937968.1-1117-1219