Investment Services 1 - Hero

Investment Services

Find the path toward greater prosperity.

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We're here to help guide you

Everyone’s goals and needs are different. That’s why we listen first, then advise. Our goal is to understand your needs, your fears, and your risk tolerance so that we can draw from our professional experience to develop a personalized plan.

MEMBERS Financial Services is offered through CUNA Brokerage Services, Inc.*, a broker dealer focused on serving credit union members. CUNA Brokerage Services, Inc. is an affiliate of CUNA Mutual Group. For more information about CUNA Brokerage Services, Inc., please visit cunabrokerage.com

Why work with us?

At VSECU, you can work with a team of experienced financial advisors through MEMBERS Financial Services™, an investment service that is specifically designed with the credit union membership in mind. As a VSECU member, you have access to financial services and many resources to help you organize and plan for every milestone in your life.

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    Financial planning

    We collect information from you, about your lifestyle, assets, and expenses and conduct a comprehensive evaluation in order to determine and help you plan for your future financial needs.

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    Financial risk management

    Risk management is one of our main responsibilities as your financial advisor. In that role, we identify, analyze, and manage the risks associated with your investments.

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    Retirement planning

    Regardless of your age, we will work with you to develop a full financial analysis and retirement plan that will help you prepare for a satisfying retirement.

Meet our investment services team

You can meet with one of our financial advisors at any of our nine branch locations. Check the background of these investment professionals on FINRA’s BrokerCheck.

Blair Wolston - Bio

Blair Wolston

Financial Advisor
Thomas Couture - Bio

Thomas Couture

Financial Advisor
Wally Lother - Bio

Walter Lother

Financial Advisor

Manage your investments

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    ESG Fiduciary Portfolios

    ESG (environment, social, governance) portfolios allow you to align your investments with your values. Each asset in the portfolio is screened for the company’s sustainability score. The screening assesses their positive impact on the environment and society and the choices they’ve made in their governance. We offer multiple portfolios to meet a variety of risk profiles.

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    Mutual Funds1

    A mutual fund is a type of investment vehicle. You can think of it as a container for other investments, which could include stocks, bonds, and other assets.

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    Traditional Securities

    If you’re interested in investing in specific companies using traditional stocks and/or bonds, we can help you do that. We’ll set up a brokerage account for you, where we can facilitate purchases and sales for you.

Plan for retirement

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    Annuities1

    Annuities are tax-deferred investment that are most often used as a retirement account. You can make a lump sum deposit to open the account or pay over time. The annuity can provide a steady income stream during retirement.

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    IRAs

    An individual retirement account, or IRA, is a retirement savings account. IRAs come in a number of different types, the two most common being Roth IRAs and traditional IRAs.

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    Rollovers2

    Within 60 days of receiving a retirement plan or IRA distribution, you can roll the funds over to your retirement account or a new retirement plan.

Take care of your family

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    Trust accounts

    A trust account is opened by one person for the benefit of another person and managed by a trustee based on pre-determined terms. For example, a parent may create a trust account for their child and set a time when the child can begin to access the money and how much they can access at a given time.

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    Long-term care insurance

    As people age and face declining health, they may require long-term medical and social services to support their needs. Insurance helps cover the expenses associated with this long-term care.

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    College savings

    College savings plans are designed specifically for saving money that will be used toward the costs of higher education. These plans allow you to save money while enjoying tax and financial aid benefits.

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Schedule a consultation

Get started with us today and schedule a no-cost, no-obligation consultation.

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Disclosures

1
– Mutual Funds and Variable Annuities are sold by prospectus only. Contact a financial advisor to obtain a prospectus. Read it carefully before investing.
2
– Prior to requesting a rollover from your employer sponsored retirement account to an Individual Retirement Account (IRA), you should consider whether the rollover is suitable for you. There may be important differences in features, costs, services, withdrawal options, and other important aspects between your employer sponsored retirement account and an IRA.
*MEMBERS Financial Services Advisors are registered representatives of CUNA Brokerage Services, Inc. Representatives are registered, securities sold, advisory services offered through CUNA Brokerage Services, Inc. (CBSI), member FINRA/SIPC, a registered broker/dealer and investment advisor, which is not an affiliate of the credit union. 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-4672095.1-0422-0524