About CUNA Brokerage Services

CUNA Brokerage Services has been serving credit union members through financial professionals in credit unions since 1985. We understand that credit union members want straight forward, no-nonsense guidance about investing for their future and insuring their life, health and possessions.

The Heritage Financial 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. For more information about CUNA Brokerage Services, Inc., please visit cunabrokerage.com.

There are millions of credit union members, and each member is unique. Whether it’s your investment time horizon, your level of financial knowledge, your financial goals or your tolerance for risk – we tailor a plan specific to you. That’s what we do. It’s all about you.

Contact a financial and retirement planning professional serving Heritage Federal Credit Union today and find out what we can do to help you build a safe, secure future.

Check the background of this investment professional on FINRA's BrokerCheck.

Heritage Financial Professionals 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.


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