MEMBERS Financial Services
The MEMBERS Financial Services program can help you create a personal financial blueprint to help you achieve your goals.
Whether you are a first time investor or an experienced pro, you will be able to find the information, products and help you need through the MEMBERS Financial Services Program at Boulder Valley CU.
Through a partnership with MEMBERS Financial Services and Boulder Valley CU, our Financial Advisor, David Richey, can explain your investment and retirement options. Some of these options include mutual funds, variable annuities, life insurance, long-term care insurance, and brokerage.
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. CUNA Brokerage Services, Inc., is a registered broker/dealer in all fifty states of the United States of America. The Representative may also be a credit union employee that accepts deposits on behalf of the financial institution.