Does the credit union offer investment services?

Access a full range of wealth management, investment, and financial management services through our partnership with SouthPoint Investment Services.

Two, fully registered and experienced investment professionals are located on-site at two of our credit union offices and are available to meet in person or over the phone.

Our investment professionals’ experience spans over many years, giving them the knowledge and experience to successfully work with you on an individual basis to help you achieve your goals by offering sound financial recommendations using a needs-based analysis.

They can help with planning and preparing for life’s milestones such as education saving, estate planning, retirement, and tax planning. Gain peace of mind and protect you and your loved ones with insurance options. They also offer savings and investment options that are custom fit to meet your goals.

Request for more information by sending a message on the Investment Services web page or by calling Member Solutions at 877-794-6712.

Securities and investment advisory services offered through Cetera Advisor Networks LLC, member FINRA/SIPC. Cetera is under separate ownership from any other named entity.

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