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:
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.