MEMBERS Financial Services

Each year, thousands of people resolve to get their finances in shape.  For some, it means reducing debt. For others, it means saving more money, making smarter investment decisions, or maybe even planning for retirement. If taking control of your finances is on your list of priorities, consider a no-cost meeting with a MEMBERS Financial Services Representative. Regardless of your income level or financial savvy, the MEMBERS Financial Services Program can offer solutions to help you meet or even establish your financial goals.

The MEMBERS Financial Services Representative is a registered and licensed professional who can point you in the right direction and help you put reasonable measures in place to meet whatever goals you want to achieve, based on your individual circumstances. He is even happy to conduct a periodic review to help keep you on track. Especially in today’s economy, it’s confusing to know exactly what direction you should take with your finances. Should you have an IRA? What should you do with your 401k? Will your family be taken care of if something should happen to you? How much should you start saving for retirement based on your age? These are all questions that a MEMBERS Financial Services Representative can help you answer.

To schedule your no-cost appointment with David Trusler, MEMBERS Financial Services professional, call (918) 684-3927.  David is located at the Muskogee Federal Credit Union at 1910 W Shawnee in Muskogee.

Representatives are registered, securities are sold, and investment advisory services offered through CUNA Brokerage Services, Inc. (CBSI), memberFINRA/SIPC, a registered broker/dealer and investment advisor, 2000 Heritage Way, Waverly, Iowa 50677, toll-free (800) 369-2862. Nondeposit investment and insurance products are not federally insured, involve investment risk, may lose value and are not obligations of or guaranteed by the financial institution. CBSI is under contract with the financial institution, through the financial services program, to make securities available to members. CUNA Brokerage Services, Inc., is a registered broker/dealer in all fifty states of the United States of America. The Representative may also be a credit union employee that accepts deposits on behalf of the financial institution.