RETIREMENT & INVESTMENT PROGRAM CELEBRATES 20 YEAR MILESTONE WITH A NEW NAME
Retirement & Investment Program, MEMBERS Financial Services* Located at Charter Oak Federal Credit Union, Rings in 20 Year Anniversary as Charter Oak Retirement & Investment Services
MEMBERS Financial Services*, the retirement and investment service offered at Charter Oak Federal Credit Union, is celebrating 20 years of helping members manage their retirement and future investment plans by making a big change. Switching its name to Charter Oak Retirement & Investment Services, MEMBERS Financial Services is making the change to align itself with Charter Oak FCU’s well-known brand while better reflecting the program’s products and benefits.
Investing hundreds of millions of dollars for Charter Oak members since 1991; MEMBERS Financial Services has guided thousands of eastern Connecticut residents to and through retirement. As Charter Oak Retirement and Investment Services, the program will continue to help Credit Union members with their insurance, investment and retirement planning needs. According to Charter Oak Federal Credit Union CEO, “We want our loyal members to know all of the great services their Credit Union makes available. With Charter Oak-The Insurance Professionals and now, partnering with Charter Oak Retirement and Investment Services, we are truly a one stop shop for all our members’ financial needs.”
Those interested in this beneficial retirement and investment program are encouraged to speak with one of Charter Oak Retirement and Investment Service’s experienced Financial Advisors by calling Stephen A. Sylvester, CRPC at 860-446-1842 or Steven P. Alexander at 860-446-3312. For more information about Charter Oak Retirement & Investment Services, please visit www.CharterOak.org.
*Representatives are registered, securities are sold, and investment advisory services offered through CUNA Brokerage Services, Inc. (CBSI), member FINRA/SIPC, a registered broker/dealer and investment advisor, 2000 Heritage Way, Waverly, Iowa 50677, toll-free 800-369-2862. Non-deposit investment and insurance products are not federally insured, involve investment risk, may lose value and are not obligations of or guaranteed by the financial institution. CBSI is under contract with the financial institution, through the financial services program, to make securities available to members.
