CUNA Brokerage Services, Inc.
Maybe you're saving up for retirement, or looking to leave a legacy for your children or grandchildren. No matter what your financial goals may be, SAFE wants to help. Inside select SAFE branches, you'll find the professionals from CUNA Brokerage Services, Inc.. They have helped over 300,000 credit union members reach nearly $34 billion in invested assets since 1985—and they're ready to help you, too.
MEMBERS Financial Services Program
CUNA Brokerage Services, Inc., an affiliate of CUNA Mutual Group has over 550 advisors at more than 270 credit unions across the nation, including SAFE. Discover the MEMBERS Financial Services Program, offered through CUNA Brokerage Services, Inc.*, a broker/dealer focused on serving credit union members. They can offer guidance on your most important investment decisions—all available at no cost or obligation. For more information about CUNA Brokerage Services, Inc., please visit cunabrokerage.com.
- Investment planning
- IRA rollovers**
- Retirement planning
- Wealth management
Get Started Today
Our MEMBERS Financial Services Professionals specialize in the financial needs of credit union members and are ready to help you plan and protect what matters most to you. Contact MEMBERS Financial Services Professional, José C. Rigor, located in the Sumter area, or Rick Addy located in Lexington. You also can visit the MEMBERS Financial Services website for more information. To learn more about the background of your financial professional and the firm they work for, please go to BrokerCheck by FINRA.
José Rigor, Sumter, SC
Rick Addy, Lexington, SC
*MEMBERS Financial Services Program Advisors are registered representatives of CUNA Brokerage Services, Inc. Representatives are registered, securities sold, advisory services offered through CUNA Brokerage Services, Inc. (CBSI), member FINRA/SIPC, a registered broker/dealer and investment advisor, which is not an affiliate of the credit union. 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.