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Investment Services

Brought to you by the MEMBERS Financial Services* program located at Sandia Laboratory Federal Credit Union

SLFCU Investment ServicesSLFCU members can take advantage of personal financial management services through our collaboration with MEMBERS Financial Services. Their professional advisors 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 an advisor 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 advisor and the firm for which they work, visit BrokerCheck by FINRA.

The professional advisors at MEMBERS Financial can help you determine strategies for:


FINANCIAL PLANNING

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.


RETIREMENT PLANNING

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.


COLLEGE PLANNING

Educational planning is the process of financially preparing for post-secondary education. An advisor 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**

An advisor can help guide you and answer questions on estate conservation, and discuss the purpose of a trust and ramifications of carrying out your wishes.


* 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-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.

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