Alert Testing: Test April 16 2:00pm
Scheduled Maintenance Notification: Our online loan and deposit application portal will be undergoing scheduled maintenance this evening from 12:00 a.m. to 1:00 a.m. Access to the portal may be disrupted during this time.
HOLIDAY CLOSING: In observance of Memorial Day, we will be closed Monday, May 27, 2019. Online banking and the Tru2Go Mobile Apps are available 24 hours a day to manage your account, complete transactions, apply for a loan or become a member.
Business Planning, Investments & Insurance

Financial Planning

  • Get the information you need to plan your company's financial future
  • Build a long-term relationship as we work together to achieve your company's financial goals
  • Details
  • Reviews
  • Your business will attract top talent when you offer valuable financial planning benefits, and as a business owner, you will rest easy knowing the Truliant Financial Advisors1 are available to help. These advisors provide personal, attentive service and have more than 50 years of experience in the financial planning and investment field. They will help you achieve your business goals while addressing your unique needs, empowering you to make the right decisions for the long term. 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.

    Truliant Financial Advisors Provide Professional Guidance for Your Business

    • Receive complimentary, no-obligation service and free private consultations over the phone or by appointment at our Member Financial Centers to discuss exactly what you need and where you want to go
    • The advisors will help you create employer-sponsored retirement plans and explain 401(k)s, IRAs, mutual funds, life insurance and many other investment and insurance products
    • They can also provide insurance for buy-sell agreements 
    • They are here to explain your options so you can make better decisions and strengthen your financial standing
    • Our goal is to see you reach yours. we will work closely with you to understand your business and suggest financial planning strategies that will improve and protect it

    Ready to Meet?

    Contact  TruliantFinancial Advisors1 and we'll discuss a financial plan that's right for you and your business. Or feel free to visit one of our Member Financial Centers in North Carolina, South Carolina and Virginia. Truliant is committed to providing the products and services members need to strengthen their finances and improve their lives.


    (1) Truliant Financial Advisors 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-02440855.1-0219-0321
  • The most important feedback we get comes from our member-owners. We’re interested in hearing about your experience with Truliant’s products and services. Please provide a detailed review of your experience with this product. Our goal is to provide you with superior service, so you can focus on what really matters.
    Average Rating:
    Submit Your Rating
    Ratings: *




    *
    *