Investment & Retirement Products
Brought to you by MEMBERS Financial Services* 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.
Contact MEMBERS Financial Services for a no-cost, no-obligation, no-judgment appointment at an SLFCU branch, or contact a financial professional online.
- Use our handy online appointment request form.
- If your closest SLFCU branch is Cottonwood, Jefferson, Juan Tabo, Los Lunas, or Rio Rancho: call 505.237.3930 for an appointment.
- If your closest SLFCU branch is Edgewood, Kirtland, Paseo, Tech Park, or Livermore: call 505.237.7330 for an appointment.
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 investment and retirement strategies, including:
401(k) PENSION ROLLOVERS
A rollover occurs when moving funds from a former employer's plan. A financial professional can help guide and facilitate the transfer of holdings from one retirement plan to another and discuss the pros and cons of the options available.**
There are several types of IRAs: Traditional IRAs, Roth IRAs, SIMPLE IRAs, and SEP IRAs. They can include a range of financial products such as stocks, bonds or mutual funds. A financial professional can help you determine which type of IRA is right for you, and can help open and manage IRA accounts.
STOCKS, BONDS & MUTUAL FUNDS
A financial professional can help you understand the nuances and benefits of stocks, bonds, and mutual funds, and can help you build a diverse investment portfolio that meets your needs.
An annuity can provide tax-deferred growth, then pay out a stream of payments at a later point in time. A financial professional can assist you in creating and maintaining annuities while going over a range of benefits to transfer risk, including living and death benefits.
LONG-TERM CARE & LIFE INSURANCE
Financial professionals can help you acquire coverage for nursing home care, home health care, or personal or adult day care. Long-term care insurance offers more flexibility and options than many public assistance programs.
* 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-3676163.1-0721-0823
** Prior to requesting a rollover from your employer-sponsored retirement account to an Individual Retirement Account (IRA), you should consider whether the rollover is suitable for you. There may be important differences in features, costs, services, withdrawal options, and other important aspects between your employer-sponsored retirement account and an IRA. MEMBERS Financial Services Financial Professionals are registered representatives of CUNA Brokerage Services, Inc.Go to main navigation