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Financial Planning & Investment Services "Meet and Greets"

IBMSECU Financial Planning & Investment Services

Are You Retirement Ready?

We believe in helping you make the most of your money by making investment and financial planning services available.*


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, IBMSECU Financial Planning & Investment Services 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.

*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-2023339.1-0218-0320

† Participate in a complimentary financial consultation via phone or in person with a CBSI Financial Advisor between March 1 and April 30, 2018 and receive a $25 bonus. The $25 bonus will be deposited into your IBMSECU Membership Savings account by May 20, 2018. Bonus payments are sponsored and paid for by IBMSECU. No purchase necessary, limit one (1) bonus per potential investor/consultation.


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IBMSECU early closure for Christmas Eve on Dec 24

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IBMSECU closed for Christmas Day on Dec 25

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IBMSECU early closure for New Year's Eve on Dec 31

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