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Consumers Financial Group - Investments and Financial Management

The Consumers Financial Group 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.

Plan for a better future today.

Whether you're just looking to get started, make your money last, or just want a second opinion, Consumers Financial Group can help. Let us learn more about you to help you in reaching your goals. The Consumers Financial Group 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.

Begin Your No-Cost Consultation

Available Products

  • 401(k)/Pension Rollovers **
  • Traditional IRAs
  • Roth IRAs
  • Simple IRAs
  • SEP IRAs
  • Fixed Annuities
  • Index Annuities
  • Variable Annuities
  • Disability Insurance
  • Mutual Funds
  • Stocks/Bonds
  • Long-Term Care Insurance
  • Life Insurance
  • Education/College Planning

Current clients, please login to view your investment accounts.

 

Check the background of these investment professionals on FINRA's BrokerCheck.

Meet the Team

Let's get started! We'll work with you to help achieve your financial success.

**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. 

 

*Consumer Financial Group Advisors 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-2520484.1-0419-0521