CUNA Brokerage Services, Inc.

Products & Services

Keep members' needs your first priority. Partner with the flexibility and choice essential to success offered by CUNA Brokerage Services.

When working with your members to meet their specific financial and investment needs, you require a wide range of products and services from a host of strong, innovative providers. You can have that by partnering with CUNA Brokerage Services. Among the products and services we offer:

Annuities
Stocks and bonds trading
Mutual Funds
Insurance (life, disabilioty, long-term care)
529 plans
Managed accounts
REITs

Like you, we are very careful about what we offer to members. Any product sold through CUNA Brokerage Services is rigoursly evaluated for:

Value consistent with credit union philosophy
Meets core member needs
Understandable value
Financially strong, ethical provider

To learn more about CUNA Brokerage products and services, e-mail or call 800.356.2644, ext. 3377.

CUNA Brokerage Services, Inc. member FINRA/SIPC, a registered investment advisor.