At Unitus, the words "simple" and "finances" work hand-in-hand. Thanks to free financial advice, expert planning, free annual credit reports, insurance advice and more, you'll quickly discover how valuable your credit union membership really is.
Financial Planning
In addition to our traditional savings and loan products, we offer personal financial management services through a partnership with MEMBERS Financial Services. MEMBERS Financial Services program is designed exclusively for credit union members, and includes:
| Money Management Retirement Planning Education Funding Estate Planning |
Insurance Planning Investment Planning Tax Planning |
Your MEMBERS Financial Services Representative, John Alexander, is located at the University District branch but is available to meet with members at any of our branches. John can help you create a personal, financial blueprint that works toward achieving your monetary objectives. And the best part is that there's no cost (or obligation) for services provided. Start taking advantage of the products and services available through MEMBERS Financial Services today... because there's no better time to start planning your financial future. See how Representative John Alexander can be of assistance to you, available by email or phone: (503) 423-8329.
Financial Services
At Unitus, our financial services compliment any - or all - of your services and further our theory of "one-stop shopping." From standard life insurance to loan protection to extended warranty, you better believe we've got you covered.
And if you can find it locally at Unitus, why not?
Insurance Services
Life happens. And when it does, your insurance coverage can dictate how you react. Unitus Insurance Services works with every member to deliver the right amount of auto, home, credit, life and disability insurance at the best possible price.
Home & Family Finance Resource Center
Check out our Home & Family Finance Resource Center for answers to your money-related questions. Search articles, calculators and guides on home buying, automobiles, credit and retirement -- and more. Consider it a one-stop shopping center for everything credit union.
Auto Center
Buying your next car or truck can be unbelievably fast, thanks to Unitus' Auto Center. Packed with lending options, 60-second loan approval (for those who qualify), auto buying advice and services, as well as information on Autoland (the members-only auto buying service), you'll wonder how you ever got along without it.
BALANCE - Financial Fitness Program
When you're looking for money management answers, you can find BALANCE at (888) 456.2227. BALANCE is a free money advice service for every Unitus member. From money management counseling and credit report reviews, to debt management plans and long-term savings advice, BALANCE is only a phone call away.
And, here's a freebie not everyone knows about: free credit reports. Every year, you can view your credit report for free. Visit www.annualcreditreport.com - if you need any help reading your report, contact our Member Loan Center at (503)-227-5571, Option 2.