Investment & Retirement Services

Investment & Retirement Services

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The United Teletech Financial Investment & Retirement Services 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 Investment & Retirement Services program*, located at United Teletech Financial FCU, is designed to help you organize your financial affairs and plan for the future. 

Through this program, you have access to financial management services and a wide range of products and services at one location. You have convenient access to knowledgeable representatives, valuable information, investment and insurance vehicles, and educational workshops - resources that can help you identify objectives and make sound financial decisions.

To request more information  or a no cost, no obligation consultation at the branch most convenient to you fill out the form below or contact Chris Gibardi directly.

Meanwhile, make sure to check out CUNA MUTUAL's Virtual Seminar Series here. 

 

 

 

 

 

 

 

 

 

 

 

 

 

Chris Gibardi

732-530-8100 Ext. 3406

Chris.Gibardi@cunamutual.com

 

 

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We encourage to use FINRA’s Brokercheck to research the background and experience of financial brokers, advisors, and firms:www.finra.org/brokercheck. 

United Teletech Financial Investment & Retirement Services Financial Professionals 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-3411216.1-0121-0223