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Retirement and Investment Planning

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Whether you need advice about investment planning, saving for retirement, setting up your SEP/401(k), or exploring ways to fund or your children’s college education, PeoplesCU Financial Services can help!

Just a few of the services offered:

  •  Insurance Planning
  •  Education Funding
  •  Mutual Funds
  •  Retirement Planning
  •  Business Planning
  •  Stocks/Bonds
  •  Investment Planning

Call Cheryl Cady, Middletown Branch Manager, at 401.846.8930 x1333, to arrange an appointment with a CUNA Brokerage Services Representative.

 

Check the background of this investment professional on FINRA's BrokerCheck


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. CBSI is a registered broker/dealer in all fifty states of the United States of America. 

FR-1677411.1-0117-0219