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Online and Mobile Banking will be unavailable due to regularly scheduled maintenance from 6:00 pm to 9:00 p.m. on Saturday, July 29. We apologize for this inconvenience.
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Financial Planning and Investment Services

IBMSECU Financial Planning & Investment Services

We believe in helping you make the most of your money. That’s why we offer “one stop shopping” for investments and financial planning* through IBMSECU Financial Planning & Investment Services.

There are many important financial decisions that must be made throughout someone’s life. Whether you’re a newly married young couple, parents planning for a child’s education, a worker planning for retirement or someone facing an unexpected job change, your personal Financial Advisor can help you reach your financial goals.

Work With Someone You Trust

Where do you see yourself in 5, 10, or even 20 years? Do your financial plans align with those goals? What if you had access to an experienced financial professional who cared as much about your future as you do?

Your personal financial advisor can assist you with:

  • 401K/DROP Rollovers**
  • Retirement Planning
  • Investment Planning
  • Insurance Planning
  • Business Planning
  • Managed Money
  • Education Planning
  • Estate Funding

Contact an advisor today to schedule a no-cost, no-obligation appointment to discuss your individual needs.

In Florida

Claire Hart
Claire Hart
Claire.Hart@cunamutual.com
Phone: 561.982.7706
Fax: 608.236.6139

Check the background of these investment professionals on FINRA’s BrokerCheck.


 

Or complete the form below to have a Financial Advisor contact you:

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Upcoming IBMSECU Financial Planning & Investment Services Webinars:

Helpful Links:

 
*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. CUNA Brokerage Services, Inc., is a registered broker/dealer in all fifty states of the United States of America.

**Prior to requesting a rollover from your employer sponsored retirement account to an Individual Retirement Account (IRA), you should consider whether the rollover is suitable for you. There may be important differences in features, costs, services, withdrawal options and other important aspects between your employer sponsored retirement account and an IRA.

FR-1454528.1-0316-0418

Events

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Long Term Care Webinar on Jul 26

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BALANCE Webinar: Building A Better Budget on Aug 8

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Live Homebuyer Webinar on Aug 15

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