Personal attention from professional advisors.
With our free financial management service, MEMBERS Financial Services, our members get the personal attention and experience of a professional representative to better manage your financial future. No cost, no obligation, and a wealth of information from a qualified source. MEMBERS Financial Services (MFS) offers financial solutions exclusively to our credit union members and their families, including retirement planning, asset accumulation, protection planning, educational planning, and more. This program is available to members to help them make sound financial decisions.
- MEMBERS Financial Services features a comprehensive list of value-oriented products and services exclusively designed for credit union members to help fuel their solution plans.
- MEMBERS Financial Services Representatives are available to our members to provide recommendations that are in line with the member’s financial needs. They are licensed agents of CUNA Mutual Life Insurance Company and are dedicated to providing the best solutions for the credit union member.
- Investment products - Mutual Funds, securities trading, IRA’s, Tax Sheltered Annuities, fixed and variable annuities.
- Insurance Products - Term, whole life, and universal life/variable universal life insurance; disability income; and long-term care.
When we sit with a member, we collect all information and discuss goals. From there we will analyze and make recommendations to put together an action plan. Afterwards we will conduct periodic reviews based off your progress.
Need some direction?
Please contact us with any questions or concerns.
If you prefer, you can call us at 713.864.4438 or toll-free at 800.354.3541.