Investment Services

No matter what your goals are for the future, plan accordingly with the MEMBERS Financial Services Program.

CUNA® Brokerage Services, Inc.

300,000 members helped, $34 Billion invested assets, 37 Years trusted service.

Maybe you're saving up for retirement, or looking to leave a legacy for your children or grandchildren. No matter what your goals are for the future, SAFE wants to help you reach them. We work alongside the professionals at CUNA® Brokerage Services, Inc., who 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. Together, we've developed the MEMBERS® Financial Services Program, offered through CUNA® Brokerage Services, Inc.*, a broker/dealer focused on serving credit union members. They're here to help give you guidance on everything listed below and more—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.

Jose Rigor. Rick Addy

José Rigor, Sumter, SC

  • Contact: 803-469-8600 ext. 2346
  • Address: 185 West Wesmark Boulevard, Sumter, SC 29150
MESSAGE JOSÉ RIGOR

Rick Addy, Lexington, SC

  • Contact: 803-359-3277 ext. 3213
  • Address: 5388 August Road, Lexington, SC 29072
MESSAGE RICK ADDY
 

* Securities and advisory services are offered through LPL Financial (LPL), a registered investment advisor and broker-dealer (member FINRA/SIPC). Insurance products are offered through LPL or its licensed affiliates. SAFE Federal Credit Union and the MEMBERS® Financial Services Program are not registered as a broker-dealer or investment advisor. Registered representatives of LPL offer products and services using MEMBERS® Financial Services Program professionals and may also be employees of SAFE Federal Credit Union. These products and services are being offered through LPL or its affiliates, which are separate entities from, and not affiliates of, SAFE Federal Credit Union or the MEMBERS® Financial Services Program. Securities and insurance offered through LPL or its affiliates are:

Not Insured by NCUA or Any Other Government Agency Not Credit Union Guaranteed Not Credit Union Deposits or Obligations May Lose Value

 The LPL Financial registered representative(s) associated with this website may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.