Retirement & Investments

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.

  • IRAs & Rollovers

    IRAs & Rollovers

    Individual Retirement Accounts (IRAs) help you accumulate money to support yourself in your retirement years.

  • Investment Services

    Investment Services

    The Summit Retirement & Investment Services advisors can help you formulate your retirement or savings plan.

  • Insurance Services

    Insurance Services

    Insurance is another way to both plan for the future and be protected in case of something unplanned.

  • Education Planning

    Education Planning

    A Summit adviser can help you plan and save for a child’s future educational needs.

  • Meet The Team

    Meet The Team

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