Get Professional Financial Help

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.

Take advantage of one-on-one financial planning with an experienced financial professional who can work with you to:

  • Analyze and organize your retirement income sources

  • Develop a plan for meeting your income needs

  • Design a personal investment portfolio specifically for you

  • Provide a system of monitoring and adjusting your plan during your retirement

Here to Assist You

Benefit from the insights of a dedicated career professional, carefully selected and trained to serve Summit members, who will work with you to help you achieve your personal financial goals.

More About Our Team

View the backgrounds of our investment professionals on FINRA’S BrokerCheck.


*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