Work with Someone You Trust
There are many important financial decisions that must be made throughout someone’s life. It is important to work with someone you know and trust. Our Financial Advisors located at Miramar FCU can help you navigate all of your financial needs throughout the years.
Whether you're a newlywed buying your first home, a parent planning for a child’s education, a worker planning for retirement, or someone facing an unexpected job change, a financial advisor can help you reach your financial goals.
A MEMBERS Financial Advsior can assist you with:
- Money Management
- Estate Conservation
- Insurance Planning
- Investment Planning
- 401(k) Planning
- Retirement Planning
- Education Funding
Take the First Step to a Brighter Financial Future
Work with an experienced financial professional who cares as much about your future as you do, no matter how big or small your goals may be. Schedule a no-cost, no-obligation appointment to discuss your individual needs today.
- Check the background of this investment professional on FINRA's BrokerCheck.
- View our checking services and open an account today
About MEMBERS Financial Services
MEMBERS Financial Services is a user-friendly website that showcases investment and insurance solutions. It is the portal where members access CUNA Brokerage Services Inc (CBSI) accounts, program information, educational materials, 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. 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 resisted broker/dealer in all fifty states of the United States of America.