Monday, January 14, 2019

CUNA Brokerage Services, Inc. Advisors Hit Top 100 in 2018


Members are at the top of every credit union’s priority list and in today’s complex and ever-changing world, it’s important to fully understand member needs and deliver the right strategies.

CUNA Brokerage Services, Inc. (CBSI) has top talent who work directly with credit union members on a daily basis: financial advisors are trusted partners who help members to navigate and achieve financial security. That’s why we are pleased to share that nine CBSI advisors are recognized on Financial Planning’s 2018Top 100 Bank and Credit Union Advisors list. These exceptional advisors include:
  • ·         Bryan Roberts, American Heritage FCU
  • ·         Karen Reinertson, Randolph Brooks FCU
  • ·         Donald Lutz, Sandia Laboratory FCU
  • ·         Paul Fedorko, Sandia Laboratory, FCU
  • ·         Mary LaFerriere, Novartis FCU
  • ·         Frank Feng, Financial Center CU
  • ·         Eric Hilbun, DuTrac Community CU
  • ·         Susan Breyer, Altra FCU
  • ·         Costas Grekis, Clearview FCU

CBSI exists to help more people gain financial security through access to the power of investing. We work in partnership with credit unions and empower advisors to be effective coaches, to position investment services as core to delivering financial security and to highlight the credit union as the resource members can trust to deliver that security.

CBSI advisors strive to break down three key barriers that stand between people and their dreams:

1.       Perceived complexity -- many feel that investment products, markets and strategies are too difficult to understand
2.       Paralyzing fear -- of losing hard-earned savings
3.       Lack of access -- to caring, professional advice at key moments in their lives

Highly tailored to the goals of members, credit unions and advisors, CBSI replaces barriers with wide-open opportunity. We provide simple, transparent and understandable investment advice and strategies, turning complexity into simplicity, uncertainty into access and fear into confidence.

CBSI salutes all our advisors and their efforts that meet the needs of modern-day credit union members. It’s time to put more members on a path to success, to replace their barriers with confidence and opportunity. It’s time for wealth management the credit union way!

CBSI-2358006.1-1218-0121