Investment Services

Overview

The MEMBERS Financial Services Program is designed exclusively for Freedom Members, and located at the Credit Union. It offers various insurance and investment programs (not federally insured) that complement traditional Credit Union savings plans (federally insured).

Some of the products and services available include:

  • 401(k) / Pension Rollovers
  • Retirement Planning
  • Education Funding
  • Mutual Funds
  • Life Insurance
  • Long-Term Care Insurance
  • Wealth Management

And, in the spirit of the Credit Union philosophy, this Program is designed to assist a wide variety of Members — from those just starting a savings plan, to those with sizable assets looking for more sophisticated management tools.

Whether you're looking for guidance on just one financial issue you want to tackle today, or if you're interested in putting together a comprehensive plan, please contact the MEMBERS Financial Services Program for a no-cost, no-obligation analysis. Call 215-612-6136 or learn more.

Representatives are registered, securities are sold, and investment advisory services offered through CUNA Brokerage Services, Inc. (CBSI), member FINRA/SIPC , a registered broker/dealer and investment advisor, 2000 Heritage Way, Waverly, Iowa 50677, toll-free 800-369-2862. Nondeposit investment and insurance products are not federally insured, involve investment risk, may lose value and are not obligations of or guaranteed by the financial institution. CBSI is under contract with the financial institution, through the financial services program, to make securities available to members. Representatives are not tax advisors. For information regarding your specific tax situation, please consult a tax professional.