Plan for your dreams with investment and insurance options tailored to your needs.
MECU Investment Advisors focus on building strong relationships with our clients based on personal attention, trust and confidentiality. We have the background and expertise you want when it comes to helping you plan for your future.
Asset accumulation and protection - Mutual funds, securities, IRAs, 529 plans, fixed and variable annuities
- Term, whole life, long-term care, universal and variable universal life insurance
Financial management services - Retirement planning-including 401(k) rollovers
- Education planning-including 529 plans and education savings accounts
Wealth management and trust services - Fee-based managed accounts
- We can help you build a trust and ensure the timely execution and reliable management of your assets until they are distributed through MEMBERS Trust Company
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 Representatives are registered, securities are sold, and investment advisory services offered through CUNA Brokerage Services, Inc. (CBSI), member FINRA/SIPC, a registered broker/dealer and investment advisor, D/B/A MECU Investment Advisors, 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.
FR080805-C231
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