Investments

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At Summit Credit Union, we want to make sure you’re getting the most out of life. Developing a plan for you and your family’s future can be difficult. We’re here to help you navigate throughout all the financial choices you have and help you get where you want to be today, 10 months from now... 10 years from now.

That’s why Summit Credit Union and Summit Financial Advisors* are working together to help you with your investment and insurance needs. Summit Financial Advisors are focused on your needs, and your financial goals. They’ll get to know you, explore the options available to you, and help you make smart investments for today, and your future.

Some of the services available through Summit Financial Advisors include:

• financial planning
• retirement planning
• insurance
• 401(k) investments
• mutual funds
• asset management
• college education planning

Contact a Summit Financial Advisor to schedule an appointment and discuss your goals. There's no cost or obligation — just a friendly chat on how we can help you get to where you want to be today!

*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. CUNA Brokerage Services, Inc. is a registered broker/dealer in all fifty states of the United States of America.

FR041205-9004

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