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Financial Planning

CDC FCU Investment and Retirement Services

The CDC FCU Investment and Retirement Services program is offered through CUNA Brokerage Services, Inc.* a broker/dealer focused on serving credit union members. CUNA Brokerage Services, Inc. is an affiliate of CUNA Mutual Group.

There are many important financial decisions that must be made throughout someone’s life. CDC FCU Investment and Retirement Services is here to help members with all their financial needs. Whether it’s a newly married young couple, parents planning for a child’s education, a worker planning for retirement or someone facing an unexpected job change, Financial Advisor, Andy S. Anderson, can help you reach your financial goals.

Check the background of this investment professional on FINRA's BrokerCheck

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?

  • Money Management
  • Insurance Planning
  • 401(k) Planning
  • Retirement Planning
  • Estate Conservation
  • Investment Planning
  • Business Planning
  • Education Funding

Whether they are large or small, contact Andy today to schedule a no-cost, no-obligation appointment to discuss your individual needs.  Call (678)-553-5328 or send an email to set your appointment.

Schedule a no-cost review

* CDC FCU Investment and Retirement Services advisors are registered representatives of CUNA Brokerage Services Inc.

Securities sold, advisory services offered through CUNABrokerage 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