Investment & Retirement
It’s never too early or too late to seek financial guidance. Whether you’re just starting out in your career, raising a family, or nearing retirement and looking forward to the next fulfilling season in life, creating a financial plan gives you immediate peace of mind and allows greater flexibility to achieve your dreams, on your terms.
The MEMBERS Financial Services team serving Southeast Financial is here to walk with you on your financial journey. They'll educate and answer all your questions so you have the knowledge and confidence to make informed decisions.
Our team will help you weigh all available options and understand the best path forward to meet your unique needs. The experienced financial professionals are caring, thorough, and passionate about helping people achieve their financial goals.
They've been helping members since 1994 and look forward to beginning the journey with you!
Our professionals help with a variety of services including:
- Education Funding
- Estate Conservation
- Retirement Savings
- Life and Disability
- And More…
Are you financially fit?
Let’s team up to create a personal plan that aligns your finances with your dreams. It all starts with a no cost, no obligation check-up on where you stand and where you hope to go.
Monthly Economic Updates
Meet Our Financial Professionals
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CFP, RIPC, and CRPC is a registered service mark of the College of Financial Planning. Representatives are neither tax advisors nor attorneys. For information regarding your specific tax situation, please consult a tax professional. For legal questions, including a discussion about estate planning, please consult your attorney.
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.
MEMBERS Financial Services 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-3629478.1-0621-0723