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CUNA Investor Guidance Center

CUNA Mutual Group’s Investor Guidance Center is available to help you plan and execute any financial goals you might have such as investing for a child’s college experience, a future wedding, or your retirement. Helping credit union members is our only reason for existence. We can help you over the phone, email and postal mail. What you can expect from us is:

  • Clear, objective advice – recommendations personalized for your individual goals and situation.
  • Experienced financial services professionals – fully registered, licensed and trained.
  • Comprehensive financial choices – a wide array of mutual funds, stocks, bonds, insurance and lifetime income annuities.

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