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Memorial Day Closure: We will be closed in observance of Memorial Day on Monday, May 29. View our holiday closure schedule.
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Financial Planning and Investment Services

IBMSECU Financial Planning & Investment Services

We believe in helping you make the most of your money. That’s why we offer “one stop shopping” for investments and financial planning* through IBMSECU Financial Planning & Investment Services.

There are many important financial decisions that must be made throughout someone’s life. Whether you’re a newly married young couple, parents planning for a child’s education, a worker planning for retirement or someone facing an unexpected job change, your personal Financial Advisor can help you reach your financial goals.

Work With Someone You Trust

Where do you see yourself in 5, 10, or even 20 years? Do your financial plans align with those goals? What if you had access to an experienced financial professional who cared as much about your future as you do?

Your personal financial advisor can assist you with:

  • 401K/DROP Rollovers
  • Retirement Planning
  • Investment Planning
  • Insurance Planning
  • Business Planning
  • Managed Money
  • Education Planning
  • Estate Funding

Contact an advisor today to schedule a no-cost, no-obligation appointment to discuss your individual needs.

In Florida In Georgia 
Claire Hart
Claire Hart
Claire.Hart@cunamutual.com
Phone: 561.982.7706
Fax: 608.236.6139
Stacy Cheney-Jamison
Stacy E. Jamison, AIF®
Stacy.Jamison@cunamutual.com
Phone: 678.569.1669
Fax: 608.236.7480

Check the background of these investment professionals on FINRA’s BrokerCheck.

Or complete the form below to have a Financial Advisor contact you:

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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. CUNA Brokerage Services, Inc., is a registered broker/dealer in all fifty states of the United States of America.

FR-1454528.1-0316-0418

Events

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IBMSECU closed for Memorial Day on May 29

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BALANCE Webinar: Your Credit Score on Jun 6

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Live Homebuyer Webinar on Jun 14

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