We believe in helping you make the most
of your money by making investment
and financial planning services available.*
MEET WITH A FINANCIAL
ADVISOR AND RECEIVE $25†
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:
from 11:00 a.m. – 3:00 p.m.
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.