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Investment and Retirement

Member Financial Services at NRL Federal Credit Union

The MEMBERS Financial Services 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.

Everyone’s path in life is different.

Since no two paths are alike, there is no cookie-cutter solution to investments and retirement planning. At NRLFCU, we believe your investment and retirement plans should be as unique as the path you took to get here. Whether your goal is to see the world or to simply enjoy the freedom of financial independence, MEMBERS Financial Services, located at NRLFCU, is ready to help you discover your path to peace-of-mind.

View Upcoming Seminars

Why Should You Work with a Financial Professional?

Financial professionals go by many names: personal financial advisor, investment consultant, financial planner, financial coach…you can probably come up with at least a few more. Their varying backgrounds and credentials come with different designations and titles. And there are at least as many reasons to work with a financial professional as there are ways to call them.

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Insurance Strategies

Alternatives to help protect those you love

  • Life Insurance
  • Long Term Care
  • Annuities

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Investment Strategies

Options to help you save for the future

  • IRA
  • Mutual Funds
  • Managed Accounts
  • Annuities
  • Stocks & Bonds

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Preparing for Your Future

It’s never too late to plan. Start today.

  • Saving for Retirement
  • Living in Retirement
  • Saving for College

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The MEMBERS Financial Services 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.

MEMBERS Financial Services 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.

FR-2447366.1-0319-0421


Upcoming Webinars

Click the links below to register for the corresponding webinar OR be on the lookout for an email invitation as we approach each webinar date.


June 29th Social Security & Your Retirement


July 13th Three Transitions to Retirement

July 27th Income For Life


Aug 10th Social Security

Aug 24th How to Weather a Bear Market


Sept 7th Understanding Rollover Options

Sept 21st Women & Investing Presented by Karen Kuhlmann


Oct 5th Rethinking Diversification

Oct 19th Return to Conservative Investing


Nov 2nd Social Security

Nov 16th Women & Investing Presented by Karen Kuhlmann

Nov 30th Understanding Rollover Options


Dec 14th How to Weather a Bear Market