retirement & investment center
(L-R): Matt Gardill, Registered Representative; Charles Martin, Associate Financial Advisor; Gary Surak, Vice President Wealth Management; Ed Moyer, Registered Representative and Matt Defalco, Financial Services Coordinator
Designed exclusively for credit union members, and located right here at the credit union, the Service 1st Retirement & Investment Center is a full-service financial program. We provide retirement, insurance and investment services to members like you. We’re here to help you and your family through a lifetime of financial planning needs - from those just starting a savings plan, to those with sizable assets looking for more sophisticated management tools.
The Service 1st Retirement & Investment Center program 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.
Our team of knowledgeable and experienced financial professionals are devoted to serving all your retirement, insurance and investment needs. Combined, they have over 40 years of experience in the financial industry, and understand the importance of having a trusted partner. Rest assured they will serve you with the same personalized attention you've come to expect from your credit union.
Some of the products and services available include:
- Retirement Planning
- Individual Retirement Accounts (IRA's)
- Wealth Management
- Education Funding
- Mutual Funds
- 401(k)/Pension Rollovers**
- Life Insurance
- Long-Term Care Insurance
- Tax-Managed Investing**
The Service 1st Retirement & Investment Center is staffed by Gary Surak, Vice President Wealth Management; Charles Martin, Associate Financial Advisor; Ed Moyer, Registered Representative; Matt Gardill, Registered Representative and Matt Defalco, Financial Services Coordinator.
Call today to schedule a no cost, no obligation appointment today.
Check the background of these investment professionals on FINRA’s BrokerCheck.
* Service 1st Retirement & Investment Center 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.
** Representatives are not tax advisors. For information regarding your specific tax situation, please consult a tax professional. 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.