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Due to the SBA's recent communication, PPP applications for businesses have been halted. More info.
On Wednesday, January 29, 2020, Truliant's Mallard Creek location at 3024-B Prosperity Church Rd in Charlotte, N.C. will open with delayed hours. Please check back for updates.
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
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  • 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 Truliant Financial 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) 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.
  • 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.
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