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Financial Planning & Investment Services "Meet and Greets"

IBMSECU Financial Planning & Investment Services

Meet with a Financial Advisor

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 Georgia branch locations:

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

Schedule an appointment with Georgia IBMSECU Financial Advisor Rob Means at 678.569.1669 or Rob.Means@cumamutual.com.


Learn more about IBMSECU Financial Planning and Investment Services.



* 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.

** Participate in a complimentary financial consultation via phone or in person with CBSI Financial Advisor are scheduled to assist the IBMSECU members’ financial planning and wealth management needs between March 1 and March 31, 2019, and receive a $25 bonus. Members seeking budget, credit and debt counseling please contact IBMSECU’s partner, BALANCE for assistance: BALANCE Financial Fitness, 888-456-2227 or ibmsecu.balancepro.org. 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.

FR-2417627.1-0219-0321




Events

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Financial Planning & Investment Services "Meet and Greets" on Mar 1 - Mar 28

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Live Homebuyer Webinar on Mar 26

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St. Lucie West Branch History Celebration Day on Mar 27

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