Secure your income for life.
Make the most of your money with IBMSECU Financial Planning and Investment Services.
Whether you need professional guidance on the financial questions you have today, or you’re ready to start planning for the future, we’re here to help you design a plan that’s right for you and your family. Offering retirement, investment and insurance plans, our financial planning division can guide you through a lifetime of wealth management.
Financial planning and investment products and services available to members include:
- 401(k) / DROP Rollovers
- Retirement Planning
- Investment Planning
- Insurance Planning
- Business Planning
- Managed Money
- Education Planning
- Estate Conservation
Learn more about our Financial Planning and Investment Services at any one of our Complimentary Member Meet and Greets from 10:00 a.m. – 2:00 p.m. by scheduling an appointment with a Financial Advisor today*.
Friday, March 3 - Palm Beach Gardens
Friday, March 10 - St. Lucie West
Wednesday, March 15 - West Palm Beach
Friday, March 17 - Boca Raton
Friday, March 24 - Cypress Creek
Friday, March 31 - Delray Beach
Schedule an appointment with Florida IBMSECU Financial Advisor Claire Hart at 561.982.7706 or Claire.Hart@cunamutual.com.
Thursday, March 2 - South Cobb
Thursday, March 9
Tuesday, March 14
Thursday, March 16
- Barrett Parkway
Friday, March 17
- Mansell Commons
Tuesday, March 21
Wednesday, March 22
- Federal Center
Thursday, March 23
Schedule an appointment with Georgia IBMSECU Financial Advisor Stacy E. Jamison, AIF®
at 678.569.1669 or Stacy.Jamison@cunamutual.com.
Complimentary refreshments will be served.
Receive a $25 bonus* when you participate in a complimentary financial consultation via phone
or in person with one of our Financial Advisors between March 1 and March 31, 2017.
Learn more about IBMSECU Financial Planning and Investment Services.
*Securities 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. The twenty-five dollar bonus will be
deposited into your IBMSECU Membership Savings account. No purchase necessary, limit one (1) bonus per potential investor.
All incentive payments (bonuses) are sponsored and paid for by the credit union.