Financial & Wealth Management
Members may take advantage of a full line of investment and retirement products and services available at The Summit in collaboration with CUNA Brokerage Services, Inc. The Summit Retirement and Investment Services advisors help you define goals and plan for your brightest future.
The Summit Retirement & Investment 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.
Check the background of our investment professionals on FINRA’s BrokerCheck.
Looking for ways to plan with The Summit’s Retirement & Investment Services? Check out upcoming webinars you won’t want to miss.
Contact The Summit Retirement & Investment Services
We’re here to help – please fill out the form with the best way to reach you; or if you prefer, contact us by phone at (800) 836-7328 extension 7230.
*The Summit Retirement & Investment 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.
The Summit Retirement & Investment Services 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.
For more information about CUNA Brokerage Services, Inc., please visit cunabrokerage.com.
FR-3071354.1-0520-0622