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Members Financial ServicesDo you know your net worth? Is your retirement plan on track? Addressing these and other financial questions can be daunting, especially if you don??t feel you have the overall wealth to be taken seriously.
A good place to begin is with MEMBERS Financial Services, available to all the members of Community First. Working in cooperation with Community First, MEMBERS Financial Services is full-service financial advisory program offering personalized insurance and investment options. - Develop a savings and investment plan
- Manage your investment portfolio
- Save for college education
- Life & Long Term Care insurance
- 401K Rollover
MFS is headquartered at our Oneida Street branch. Representatives from MFS provide services and schedule appointments at all 15 Community First branch locations. We also offer informational seminars throughout the year. Watch our calendar for future seminar dates and times.
For assistance or to schedule a no cost, no obligation meeting contact a Member Services Representative. For additional information visit the Members Financial Network or access Members Folio Investing.
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 (866) 512-6109. 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. CUNA Brokerage Services, Inc., is a registered broker/dealer in all fifty states of the United States of America. The Representative may also be a credit union employee that accepts deposits on behalf of the financial institution.
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