Financial Fitness Checkup
The Financial Fitness Checkup is a service offered by the MEMBERS Financial Services program located at Southeast Financial Credit Union. In order to help us better serve you, please use the form below to tell us about your current priorities and future plans that have an impact on your overall financial health. Simply complete the checklist and click submit. A representative from the MEMBERS Financial Services program will be in touch with you soon to schedule your Financial Fitness Checkup.
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. FR-1580985.1-0816-0918