


Develop a road map for your money.

IRAs
- Investment account that belongs to you.
- Can consist of stocks, mutual funds, bonds, and more.
- Traditional & Roth available.

Life Insurance
- 5-year to whole time terms available.
- Prepares for the unexpected.
- Protects your loved ones.

Retirement Services
- Map out how & when you can retire.
- Develop a holistic financial plan.
- Professional advice to navigate this journey.

Mutual Funds
- Pool money into a diverse managed portfolio.
- Experienced manager decides best time to buy & sell investments.
- Both aggressive & conservative.

Stocks + Bonds
- Conservative to ultra aggressive investments.
- Invest in up & coming businesses.
- Receive fixed rate of return.

Managed Accounts
- Personalized accounts to match your portfolio's needs.
- For both conservative & assertive investors.
- Professionally managed.

Meet with our financial advisor1
Geno P. Maino
Helping you reach your financial goals by carefully developing a plan that aligns with your specific needs, experience, and time horizon is an honor and my highest priority. Working together, we will create a customized plan to help achieve three key financial goals:
- Wealth accumulation during your working years.
- Security and independence in your retirement.
- The transfer of assets in the most advantageous manner.
Financial Calculators
You + Financial Planning = Success
Get more out of membership.
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.