While the name Wealth Advisors is new, we continue to offer our members the same quality solutions for investment, retirement and wealth management as we have for more than a decade. - Mike Rush, Program Manager
Woodbury MN (PRWEB) October 30, 2015
Ideal Credit Union announced that MEMBERS™ Financial Services is now Wealth Advisors located at Ideal Credit Union, effective November 1, 2015.
“While the name Wealth Advisors is new, we continue to offer our members the same quality solutions for investment, retirement and wealth management as we have for more than a decade,” said Mike Rush, Program Manager.
Wealth Advisors located at Ideal Credit Union will provide the same products and services to all Ideal Credit Union members and anyone within the credit union's field of membership. Wealth Advisors Located at Ideal Credit Union has the same highly qualified investment advisors, with the same contact information as before the name change.
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. Non-deposit 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. For more information, visit http://members.cunamutual.com/H2/Insurance.aspx