Investment & Retirement Planning
Your financial wellness matters
Invest with access to our financial professionals, Jeff Schriner and Mark Philpott
Planning for retirement? Helping your children pay for college? We know it can be stressful, but we are here to help. With Abound Retirement & Investment Services you can get everything you need to plan for your future!
The Abound Retirement & Investment Services program is offered through CUNA Brokerage Services Inc.*, a broker/dealer focused on serving credit union members. CUNA Brokerage Services, Inc. is an affiliate of CUNA Mutual Group. For more information about CUNA Brokerage Services, Inc., please visit cunabrokerage.com. Contact our Retirement & Investment Services financial professionals, Jeff Schriner and Mark Philpott for all of your Retirement and Investment needs. With a combined 42 years in the financial services industry, Jeff and Mark are ready to help members like you find strategies to help save and invest for your future, your family and your peace of mind.
Abound Credit Union Retirement & Investment Advisors are registered representatives of CUNA Brokerage Services, Inc. Securities sold, advisory services offered through CUNA Brokerage Services, Inc. (CBSI), member FINRA/SIPC, a registered broker/dealer and investment advisor. 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. CBSI is a registered broker/dealer in all fifty states of the United States of America. The representative may also be financial institution employee that accepts deposits on behalf of the financial institution.
**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.