Investments and Retirement
Veridian Investment & Trust Services can provide investment advice and assist you with planning for the future.
This program is offered through CUNA Brokerage Services, Inc., a broker/dealer specializing in serving credit union members. CUNA Brokerage Services, Inc. is an affiliate of CUNA Mutual Group.
Set up a no-cost consultation to analyze your current financial situation and determine which retirement, investment, or trust options are right for you.
Check the background of these investment professionals on FINRA's BrokerCheck.
A suite of online tools is also available through Veridian Investment & Trust Services. It includes online securities trading, money management tools, financial calculators, insurance and other financial products, an online financial library, and more.
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. Trust services provided by MEMBERS Trust Company, a federal thrift regulated by the Office of the Comptroller of the Currency. Not NCUA/NCUSIF/FDIC insured, May Lose Value, No Financial Institution Guarantee. Not a deposit of any financial institution.