Brought to you by the MEMBERS Financial Services* program located at Sandia Laboratory Federal Credit Union
The MEMBERS Financial Services program is offered through CUNA Brokerage Services, Inc., a broker/dealer focused on serving credit union members. CUNA Brokerage Services, Inc. is an affiliate of CUNA Mutual Group. For more information about CUNA Brokerage Services, Inc., please visit cunabrokerage.com.
SLFCU members can take advantage of personal financial management services through our collaboration with MEMBERS Financial Services. Their financial professionals can help you achieve your financial goals and answer any questions you may have.
Contact MEMBERS Financial Services to make a no-cost, no-obligation appointment at an SLFCU branch, or contact a financial professional online.
- Juan Tabo, Jefferson, Cottonwood, Paseo, Rio Rancho, or Los Lunas branches: Call 505.237.3930
- Edgewood, Kirtland, Tech Park, or Livermore branches: Call 505.237.7330
To learn more about the background of your financial professional and the firm for which they work, visit BrokerCheck by FINRA.
The financial professionals at MEMBERS Financial can help you determine strategies for:
Financial planning offers a comprehensive evaluation of your current and future financial state, whether you’re in college, building a family, ready to retire, or retired now.
Get help determining retirement income goals and the actions and decisions necessary to achieve those goals, including identifying sources of income, estimating expenses, implementing a savings program, and managing assets. Learn more.
Educational planning is the process of financially preparing for post-secondary education. A financial professional can help you create an educational plan that will provide a map of you or your children’s future education and career goals.
TRUST & ESTATE CONSERVATION**
A financial professional can help guide you and answer questions on estate conservation, and discuss the purpose of a trust and ramifications of carrying out your wishes.
* MEMBERS Financial Services Financial Professionals are registered representatives of CUNA Brokerage Services, Inc. Representatives are registered, securities sold, advisory services offered through CUNA Brokerage Services, Inc. (CBSI), member FINRA/SIPC, a registered broker/dealer and investment advisor, which is not an affiliate of the credit union. 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-2713558.1-0919-1021
** Representative is neither a tax advisor nor attorney. For information regarding your specific tax situation, please consult a tax professional. For legal questions, please consult your attorney.Go to main navigation