In today's economy, it's important to work with financial advisors that you know and trust. Since 1951, UVCU has been known for providing members safe and sound financial products and services and now we are pleased to offer members a trusted solution for their retirement planning and investment needs.
Designed exclusively for credit union members, Upper Valley CU Retirement and Investment Services offers no cost, no obligation financial planning services and various investment solutions that complement traditional credit union savings plans. A wide variety of products and services are available including:
Retirement Planning-401K, 403B (TSA) and Pension Rollovers
Insurance Planning-Mortgage Protection, Life Insurance and Long-Term Care
Education Funding-529 Savings Plans and more
Investment Planning-Mutual Funds and Annuities
Click Here for more information or to contact one of our Financial Services Representatives to schedule a convenient appointment.
Representatives are registered, securities are sold, and investment advisory services offered through CUNA Brokerage Services, Inc. (CBSI), member FINRA/SIPC, a registered broker/dealer and investment advisor, 2000 Heritage Way, Waverly, Iowa 50677, toll-free (866) 512-6109. Nondeposit investment and insurance products are not federally insured, involve investment risk, may lose value and are not obligations of or guaranteed by the financial institution. CBSI is under contract with the financial institution, through the financial services program, to make securities available to members.
