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Investing in Your Future

Preparing for a secure future is never more important than it is today. Whether you are a savvy investor or someone just starting out, count on our experienced investment and insurance advisors to work with you to build your wealth potential and create a comprehensive financial plan.

Investment Services1

Cornerstone Credit Union (CCU) partners with CUNA Brokerage Services, Inc (CBSI), to provide financial services and strategies  to meet a broad range of financial needs for our valued owner/members. CBSI provides a broad range of quality investment services at affordable rates:

  • Retirement planning
  • 401(k) and pension rollovers
  • College funding
  • Annuities
  • Advisory services
  • Estate planning
  • Trust services
  • Mutual funds
  • Managed accounts

Contact CBSI today for information:

1Securities sold, advisory services offered through CUNA Brokerage Services, Inc. (CBSI), member FINRA/SIPC, a registered broker/dealer and investment advisor. 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. CBSI is a registered broker/dealer in all fifty states of the United States of America. For information regarding your specific tax situation, please consult a tax professional. For legal questions, including a discussion about estate planning, please consult your attorney.

Cornerstone Credit Union
1-800-711-3277  •  Routing: 271184425  •  NMLS #743907

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Your deposits are federally insured up to $250,000 by the National Credit Union Administration (NCUA), with an added safety net of private insurance (Excess Share Insurance/ESI) for an additional $250,000. This is the highest combination of federal and private insurance available to consumers.