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Financial Planning & Investment Services "Meet and Greets"

IBMSECU Financial Planning & Investment Services

Take the Guesswork out of Investments

We believe in helping you make the most of your money. That’s why we make available one-stop shopping for investments and financial planning.*

MEET WITH A FINANCIAL ADVISOR AND RECEIVE A $25 BONUS

Whether you’re looking for guidance on just one financial need you want to tackle today, or if you’re interested in putting together a comprehensive plan, the financial planning division offers retirement, investment and insurance plans designed to help you and your family through a lifetime of financial planning needs.


Learn more about this service at any one of our Complimentary Member Meet and Greets at the following branch locations:


Florida Branches
from 11:00 a.m. – 3:00 p.m.

Georgia Branches
from 10:00 a.m. – 2:00 p.m.


Learn more about IBMSECU Financial Planning and Investment Services.



† Participate in a complimentary financial consultation via phone or in person with a CBSI Financial Advisor between October 1 and November 30, 2017, and receive a $25 bonus. The $25 bonus will be deposited into your IBMSECU Membership Savings account by December 20, 2017. Bonus payments are sponsored and paid for by IBMSECU. No purchase necessary, limit one (1) bonus per potential investor/consultation.
* 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. CBSI is a registered broker/dealer in all fifty states of the United States of America.
FR-1898304.1-0917-1019




Events

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Financial Planning & Investment Services "Meet and Greets" on Oct 1 - Nov 30

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Live Homebuyer Webinar on Oct 18

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International Credit Union Day on Oct 19

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