Financial Services: Financial Advisors and Investment Planning
MEMBERS Financial Services Program was designed exclusively for Unitus members to provide a variety of financial planning, insurance and investment programs that complement traditional Unitus savings plans.
Our experienced and knowledgeable financial advisors help members create their own individual financial road map. First, they’ll help you identify your goals — then examine your options to reach them. They even monitor your progress to help you stay focused and on track.
So whether you’re a first-time investor or an experienced pro, it’s never too late to start planning your financial future. Our financial advisors can explain your investment options, such as mutual funds, variable annuities, 401(k) rollovers, IRAs (both Roth and Traditional), as well as Long-term Care Insurance.
Unitus has also partnered with TruStage™ to provide credit union members with discounted rates on auto, home and life insurance. Learn more.
Your Financial Services Solutions:
- Investment Services*
- Affordable Life Insurance
- Discounted Auto & Home Insurance**
- Accidental Death & Dismemberment Coverage (AD&D)***
Contact Your Unitus Financial Advisor
For more information please contact one of our MEMBERS Financial Services advisors.
There is no cost or obligation for the services provided. Check the background of these investment professionals on FINRA's BrokerCheck.
- John is located at our Mall 205 Branch and is also available to meet with members at the following branch locations: Clackamas, Mill Plain Crossing, and Salem.
- Todd is located at our Peterkort Branch and is also available to meet with members at the following branch locations: Beaverton, Tanasbourne and Unitus Plaza.
*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. Nondeposit 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.
***This insurance if offered through Minnesota Life Insurance Company. This insurance is not a deposit, not federally insured and not guaranteed by Unitus Community Credit Union.