Valley First Financial Services is offered through CUNA Brokerage Services, Inc.,1 a broker/dealer focused on serving credit union members. CUNA Brokerage Services, Inc. is an affiliate of CUNA Mutual Group. When making important financial decisions about your future, our experienced financial advisors can help with a specific goal or provide personalized service, catered to your individual financial needs.
Working together, we'll create a roadmap to help achieve your goals based on sound investment and protection principles. We build this roadmap in four steps:
Gather Information: We'll listen carefully and conscientiously to your financial goals and concerns.
Analyze and Recommend: We'll study your information, research and evaluate your alternatives, and then share our recommendations with you.
Implement: We'll provide you with information on financial products and services that will help you reach your goals.
Monitor and Review: People, personal circumstances and the economy all change. It's important to be prepared. We'll be an active, committed partner in making sure your plan continues to help you reach your financial goals overtime.
Explore the many investment options available to you including IRAs, Mutual Funds, Managed Accounts, Annuities and
Stocks & Bonds.
Protect what matters most with options ranging from Life Insurance and Long
Term Care to Annuities.
Analysis of your current financial situation can help clarify your financial goals. Our calculators can assist you in identifying where you are financially, where you're headed, and what you need to do to get there.
We look forward to meeting with you to schedule a no-cost, no obligation appointment. Contact an Advisor today.
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1Valley First Financial Services Advisors are registered representatives of CUNA Brokerage Services, Inc. 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 registered broker/dealer in all fifty states of the United States of America. FR-1927330.1-1017-1119
2Prior 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.
