Guidance, Tools, Education and Services to Help You
Your Goals Are Our Priority.
Where are you today? Where do you want to be tomorrow? We're here to help you plan and achieve your goals as we provide value, insight, perspective and innovative products and services guiding you toward financial security.
With a range of skills, our trained and experienced professionals can help you develop a plan that makes sense for you now and can adjust the plan as your needs change over time.
Your Adventure Investment and Retirement Services representative can provide you with needs-based financial management services to help you with money management, insurance services, college funding, retirement planning, investment strategy, estate conservation and more. Our specialists, Jim Bird and Ralph Kapalczynski, are available to meet with you to discuss your individual financial needs and goals. Jim and Ralph bring more than 20 years of experience working with members.
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. FR-1619224.1-1016-1018