VSECU provides you access to experienced financial advisers through MEMBERS Financial Services™, a brokerage service that is specifically designed with the credit union membership in mind. As a VSECU member, you have access to financial management advisory services and many resources to help you organize and plan for every milestone in your life. Let our investment services team help define your tomorrow.
MEET OUR INVESTMENT SERVICES TEAM
Our financial advisors are located at the Montpelier branch and travel to our other branch locations to serve members.
Sr. Financial Advisor
VP Financial Services
Registered Sales Assistant
Interested in learning more about the financial advisors at MEMBERS Financial Services? Get to know them through Investor Connection. You can also check the background of these investment professionals on FINRA’s BrokerCheck.
INVESTMENT, INSURANCE, AND RETIREMENT PLANNING
We are here to make sure your money is working for you and your loved ones today and well into the future. MEMBERS Financial Services can assist you with:
- Building a nest egg for your future.
- Accumulating wealth for your family.
- Protecting your hard earned money.
- Retiring to a lifestyle you’ve always wanted.
Schedule Your No-cost, No-obligation Consultation
Life’s a lot easier when you’re prepared for the future. A financial advisor from MEMBERS Financial Services can help you take the necessary steps to a better position. Get started with us today and schedule a no-cost, no-obligation consultation by clicking the calendar icon. You may also call Christine Bristow at VSECU at 802-371-5173 to make an appointment.
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 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-1610895.1-1016-1118