CDC FCU Investment and Retirement Services
The CUNA Mutual Group is the leading provider of financial services to credit unions and their members worldwide, offering lending, protection, financial, employee, and member solutions through strategic member partnerships, technological innovations, and multiple service channels. The mutual insurers of the CUNA Mutual Group are owned by their customers, and operate to serve their best interests. The CUNA Mutual Group seeks to fulfill your needs with suitable options from a wide range of the nation's top providers of:
Mutual Funds
Comprehensive Asset Management Accounts
Variable and Fixed Annuities
Individual Stocks and Bonds
College, Business, Tax and Retirement Planning*
Insurance
Please contact Collin Kee at (404) 325-3270, ext. 5320 to set up a free consultation. To access your account online, or if you would like more information concerning CUNA Brokerage Services, please click here. For an Investment and Retirement Services Glossary, click here.
*Representative is not a tax advisor. For information regarding your specific tax situation, please consult a tax professional.
Representatives are registered, securities are sold, and investment advisory services offered through CUNA Brokerage Services, Inc. (CBSI), member FINRA/SIPC, a registered broker/dealer and investment advisor, 2000 Heritage Way, Waverly, Iowa 50677, toll-free (866) 512-6109. Nondeposit investment and insurance products are not federally insured, involve risk, may lose value and are not obligations of or guaranteed by the credit union or NCUA. CBSI is under contract with the financial institution, through the financial services program, to make securities available to members. CUNA Brokerage Services, Inc., is a registered broker/dealer in all fifty states of the United States of America. Back to Top
|