No one knows what the future holds. Be ready for life's adventures on your own terms by letting Financial Center's newly expanded Investment Team help you determine the financial tools and discipline you'll need to reach retirement and beyond.
Financial Center recently added two financial professionals to our Investment Services Team to focus more holistically on the retirement planning needs of our local credit union members. Joerg Seliger and Matthew Tielker join the Credit Union through its partnershp with broker dealer, CUSO Financial Services, L.P. (CFS).
Let our CFS Registered Represenatives help you create a PLAN
- Pay yourself first
- Live within your means
- Assure your family's stability
- Never stop learning
With over 36 years of combined banking and investment experience, Joerg and Matthew are your resource for retirement planning, long-term care, 529 college savings plans, and other investment strategies. In August, they will also beging hosting monthly retirement planning seminars at various Financial Center locations.
Schedule a free, no-obligation financial review with either Joerg or Matthew at the Center most convenient to you by calling 317.916.7730.
Non-deposit investment products and services are offered through CUSO Financial Services, L.P. ("CFS"), a registered broker-dealer (Member FINRA/SIPC) and SEC Registered Investment Advisor. Products offered through CFS: are not NCUA/NCUSIF or otherwise federally insured, are not guarantees or obligations of the credit union, and may involve investment risk including possible loss of principal. Investment Representatives are registered through CFS. The Credit Union has contracted with CFS to make non-deposit investment products and services available to credit union members.
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