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FinancialEdge Credit Union Go to main content Locations


Financial Future

FinancialEdge Advisory Group

The FinancialEdge Advisory Group 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

There are many important financial decisions that must be made throughout someone's life. Whether it's a newly married young couple, parents planning for a child's education, a worker planning for retirement or someone facing an unexpected job change - FinancialEdge Advisory Group can help you reach those financial goals. 

As your life changes, so do your financial needs.

Where do you see yourself in 5, 10, or even 20 years? Do your financial plans align with those goals? What if you had access to an experienced financial professional who cared as much about your future as you do? Contact Jonathan today to schedule a no-cost, no-obligation appointment to discuss your individual needs.

Insurance Strategies

Alternatives to help protect those you love.

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Investment Strategies

Options to help you save for the future.

  • IRA - Tax favored accounts to prepare for retirement
  • Mutual Funds - Diversified Investment options for your objectives
  • Managed Accounts - Professionally managed portfolios to match your needs
  • Annuities - To help you save for, and live in retirement
  • Stocks & Bonds - Individual investments to compliment your style

Learn More

Preparing For Your Future

It's never too late to plan, start today.



Helpful Links

CUNA Brokerage Online Investing - Open a brokerage account, view current account status and holdings, get quotes, conduct trades, get industry news, and see what the market is doing today.

Financial Calculators - Find answers to questions like, "How much retirement income will I need?" with these varied calculators.


*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.

** FinancialEdge Advisory Group Professionals are registered representatives of CUNA Brokerage Services, Inc.


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