Newsletter

Insurance and Investments from a Trusted Partner

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Designed exclusively for credit union members, and located right here at VSECU, the MEMBERS Financial Services Program offers retirement, insurance, and investment options designed to help you and your family through a lifetime of financial planning needs.

We’d like to introduce Brian Bishop. As our MEMBERS Financial Services Advisor, Brian will listen to what you want out of life AND your money. He is available to review your current financial situation and offer solutions to help you achieve your financial goals no matter what stage of life you are in. Or, if you already have a financial plan in place, Brian is here to review it, and would be happy to provide you with an objective second opinion.

Brian has extensive knowledge and experience in many life-planning matters that all of us should consider at some point in our lives, such as:

  • 401(k)/Pension Rollovers
  • Retirement Planning
  • Education Funding
  • Mutual Funds
  • Life Insurance
  • Wealth Management
  • Tax-managed Investing

We believe in a holistic approach to meeting our member needs. You’ll experience this same approach from this financial advisor. For more information, or to schedule a no obligation appointment to meet Brian, call us at 802-371-5173.

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, 2000 Heritage Way, Waverly, Iowa 50677, toll-free (866) 512-6109. 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. FR-966144.1-0714-0816