Meet with an Advisor during Financial Planning Month
IBMSECU Financial Planning & Investment Services believes in helping you make the most of your money.*
MEET WITH A FINANCIAL
ADVISOR TODAY AND RECEIVE $25**
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.
**Participate in a complimentary financial consultation via phone or in person with a CBSI financial advisor between October 1 and November 1, 2018, and receive a $25 bonus. The $25 bonus will be deposited into your IBMSECU membership savings account by December 31, 2018. Bonus payments are sponsored and paid for by IBMSECU. No purchase necessary. Limit one (1) bonus per potential investor/consultation and one (1) referral per year per member. Current CBSI clients are ineligible for bonus.