BFCU Financial Advisors
A smart financial strategy means planning for today while preparing for tomorrow. BFCU Financial Advisors has provided this service for our members. Whether you’re just starting to save or are looking for more sophisticated money-management tools, BFCU Financial Advisors can help you meet your personal financial objectives including planning a comfortable retirement, providing a college education or saving for a home. Learn more about the products offered by BFCU Financial Advisors.
BFCU Financial Advisors will help you, whatever your age, create a sound financial strategy for the lifestyle you want to live in retirement. Let's get together and create your retirement plan. Together we'll answer the tough questions to give you peace of mind.
It's easy to get started. Schedule no-cost, no-obligation appointment.
- Retirement Income Planning
- Tax-Advantaged Investment Planning
- Wealth Management
- Charitable Giving Strategies
- Education Savings
- Life Insurance Planning
- Investment Management
- Trust Services
- Long Term Care Insurance
- Estate Planning
- Life Insurance
- Mutual Funds
- Unit Investment
- 529 plans
The BFCU Financial Advisor 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. For more information about CUNA Brokerage Services, Inc., please visit cunabrokerage.com.
BFCU Financial Advisors 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.
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-3487060.1-0321-0423