Peach State Investment Services

 

Invest Where You Belong – At Peach State!

The Peach State Investment Services  program is offered through CUNA Brokerage Services, Inc.¹, 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.

Designed exclusively for credit union members, and located right here at the credit union, Peach State Investment Services offers retirement, insurance and investment programs designed to help you and your family through a lifetime of financial planning needs.

Some of the products and services available include:

• 401(k) / Pension Rollovers²
• Retirement Planning
• Education Funding
• Mutual Funds
• Life Insurance
• Long-Term Care Insurance
• Wealth Management
• Tax-managed Investing³

When developing your financial strategy, Andy Anderson, Financial Services Representative with Peach State Investment Services will consider your:

• Investment goals and objectives
• Timeline for meeting goals
• Cash flow needs
• Financial resources

Andy has the skills and experience to assist you with your unique needs, including 401(K) and Rollovers. Call today to schedule a no-cost, no obligation consultation.

Visit Andy's Investor Connection Website for more information.

Peach State Investment Services also offers a variety of financial calculators to assist you in getting a clearer view of where you are financially, where you’re headed, and what to do to get where you want to go.

Calculators   Log in to Investor Connection

Check the background of this investment professional on FINRA’s Broker Check.

• 1 Peach State Investment Services advisors are registered representatives of CUNA Brokerage Services, Inc. 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.

• 2 Prior to requesting a rollover from your employer sponsored retirement account to an Individual Retirement Account (IRA), you should consider whether the rollover is suitable for you.  There may be important differences in features, costs, services, withdrawal options and other important aspects between your employer sponsored retirement account and an IRA.

• 3 Representatives are neither tax advisors nor attorneys.  For information regarding your specific tax situation, please consult a tax professional.  For legal questions, including a discussion about estate planning, please consult your attorney.

• FR-3102281.1-0520-0622