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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.*


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.

Schedule an appointment with Georgia IBMSECU Financial Advisor Rob Means at 678.569.1669 or

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 a CBSI financial advisor between October 1 and October 31, 2019, and receive a $25 bonus. The $25 bonus will be deposited into your IBMSECU membership savings account by December 31, 2019. Members seeking budget, credit and debt counseling please contact IBMSECU’s partner, BALANCE for assistance: BALANCE Financial Fitness, 888-456-2227 or 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.


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Financial Planning & Investment Services "Meet and Greets" on Oct 1 - Oct 31

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Live Homebuyer Webinar on Oct 29

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Business Seminar/Webinar: How to Use Social Media and SEO to Grow Your Business on Oct 30

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