PriorityONE Credit Union of Florida

Financial Planning

Eileen Restrepo, Financial Advisor

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Retirement, Insurance & Investments from Someone You Can Count On 

A Message from the MEMBERS Financial Services Program

The MEMBERS Financial 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.

Confidence is everything - especially when it comes to your insurance and investments.  That's why we are honored to have been chosen by PriorityONE Credit Union of Florida as the financial services provider to serve the needs of members like you.

Designed exclusively for credit union members, and located right here at the credit union, the MEMBERS Financial Services Program is a full-service financial advisory program.  We provide retirement, insurance and investment services to members like you.  We're here to help you and your family through a lifetime of financial planning needs - from those just starting a savings plan, to those with sizable assets looking for more sophisticated management tools.

Some of the products and services available include:

•Florida Retirement System DROP •401(k) / Pension Rollovers**
•Retirement Planning •Life Insurance
•Wealth Management •Long-Term Care Insurance
•Education Funding •Tax-Advantaged Investing*
•Mutual Funds  

 

As a trusted partner located at PriorityONE Credit Union of Florida, the Members Financial Services Program works in cooperation with your credit union.  Therefore, we understand the importance of serving you.  We're affiliated with CUNA Mutual Group, a family of companies owned by and dedicated to credit union and their members for the past 125 years.  Check the background of this investment professional on FINRA's BrokerCheck.

*The MEMBERS Financial Services Program Advisors are registered representatives of CUNA Brokerage .Representatives are not tax advisors.  For more information regarding your specific tax situation, please consult a tax professional.  Representatives are registered, securities are sold, and investment advisory services offered through CUNA Brokerage Services, Inc. (CBSI), member FINRA/SIPC , a registered broker/dealer and investment advisor.  2000 Heritage Way, Waverly, Iowa 50677, toll-free (800) 369-2862.  Nondeposit investment and insurance products are not federally insured, involve investment risk, may lose value and are not obligations of or guaranteed by the financial institution.  CBSI is under contract with the financial institution, through the financial services program, to make securities available to members.

** 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.

(FR-1941474.1-1117-1219)