First Wealth Advisors located at First Credit Union
The First Wealth Advisors 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.
Let us help you choose the right investments for your financial needs, even as they change throughout the years. When developing your personalized financial strategy, Joe Shinske, Financial Services Representative with First Wealth Advisors, will take into account your:
- Investment goals and objectives
- Time horizon
- Cash flow needs
- Financial resources
Joe has the experience and knowledge to assist you with your unique needs, including 401(k) and Thrift Savings Plan (TSP) Rollovers. Rest assured that you will receive exceptional service. Call for your no-cost initial consultation today.
Visit Joe's Investor Connection website for more information.
Joe Shinske
Financial Services Representative
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.
*First Wealth 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 a registered broker/dealer in all fifty states of the United States of America.
FR-2092207.1-0418-0520
