SYSTEM MAINTENANCE NOTICE: Digital Banking will be unavailable beginning Sunday, December 8th 12 midnight until 8am EST
 
Holiday Observance:
In observance of the Thanksgiving holiday, we will be closed Thursday, November 28 and Friday, November 29. We will resume normal business hours Saturday.  During this time, you may still complete transactions within Online Banking or the Mobile Application.  You can also Apply for a Loan or Become a Member.
Business Planning, Investments & Insurance

Planning & Investments

  • Overview
  • Truliant provides access to a full array of investment services for your business needs through the Truliant Financial Advisors.1 Our advisors do not work on commission, so you can rest assured we will provide you with only objective guidance to help you pursue your individual and business financial goals. This program is offered through CUNA Brokerage Services, Inc., a broker/dealer specializing in servicing credit union members. CUNA Brokerage Services, Inc. is an affiliate of CUNA Mutual Group. 

    Financial Planning

    Right for you if:

    • You want smart tools and expert advice to plan the financial future of your business
    • You are interested in working with salaried financial advisors who have your company's best interests at heart
    • You want a free, private consultation to discuss your company's current financial situation and future goals
    • You want a better understanding of multiple investment and insurance products tailored to your company's unique needs

    Insurance

    Right for you if:

    • You want convenient, valuable insurance coverage to protect your business and assets
    • You want flexible plans and options that allow you to choose exactly what's right for your business
    • You want peace of mind from creating a plan designed to strengthen your company's financial position

    Investor Relations

    Right for you if:

    • You want to create a customized investment plan that protects you and your business
    • You want to take control of your business's investing costs, goals and risk levels
    • You want to work with a trusted brokerage
    • You want the flexibility to adjust your investment strategy, as necessary 
    (1) Non-deposit investment products and services are offered through CUSO Financial Services, L.P. (“CFS”), a registered broker-dealer (Member FINRA / SIPC) and SEC Registered Investment Advisor. Products offered through CFS: are not NCUA/NCUSIF or otherwise federally insured, are not guarantees or obligations of the credit union, and may involve investment risk including possible loss of principal. Investment Representatives are registered through CFS. The Credit Union has contracted with CFS to make non-deposit investment products and services available to credit union members.Financial Advisors are registered to conduct securities business and licensed to conduct insurance business in limited states. Response to, or contact with, residents of other states will be made only upon compliance with applicable licensing and registration requirements. The information in this website is for U.S. residents only and does not constitute an offer to sell, or a solicitation of an offer to purchase brokerage services to persons outside of the United States.CFS representatives do not provide tax or legal guidance. For such guidance please consult with a qualified professional. Information shown is for general illustration purposes and does not predict or depict the performance of any investment or strategy. Past performance does not guarantee future results.