Investment Services
Let KCFCU Investment Services help you reach your financial goals!
KCFCU Investment Services is a comprehensive financial planning service to help our members reach and improve their long term financial success.Trusted advisors create and implement financial strategies that honor the unique values and needs of our members and business clients. KCFCU Investment Services is offered by CUNA Brokerage Services, Inc. CUNA Brokerage Services, Inc. provides credit unions nationwide with retirement, insurance and investment options designed specifically for credit union members. With KCFCU Investment Services you can trust that your interests will always come first. KCFCU Investment Services Representatives provide direct personal service to each member, helping them build and execute strategies to simplify their financial lives so that they can focus on their future and not financial worries.
PERSONAL FINANCIAL PLANNING
The key to success is to start planning your financial future today. KCFCU Investment Services offers investment programs that complement traditional KCFCU savings plans, including Investment Services, Educational Funding, and Retirement Planning. Your KCFCU Investment Services representative can help you create a college savings plan, help build your retirement income plan, and more. Other available investment products include: Mutual Funds, Annuities, Stocks, Bonds, Individual Retirement Accounts (IRAs), and Roth IRAs.
MEET YOUR KCFCU INVESTMENT SERVICES REPRESENTATIVE
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Anthony M. Calomeni |
ABOUT ANTHONY
Anthony is a registered representative of CUNA Brokerage Services, Inc., Member FINRA/SIPC. He is also a licensed representative of CUNA Mutual Insurance Society. Anthony received his degree from Western Michigan University and has more than 10 years of industry experience.
Over the past 10 years, through workshops and personal interviews, I've helped a great number of clients create methodology to help reach three key financial goals: wealth accumulation during working years, security and independence in your retirement, and transfer assets in the most advantageous way. Specifically, I may be able to help you retire more comfortably, protect your assets and financial future and fund your children's or grandchildren's education.
INVESTMENT AND INSURANCE SERVICES
- 401K and Pension roll-overs
- Developing a Savings and Investment plan
- Life Insurance Planning
- Portfolio Management
- Tax-Advantage Investment Planning*
- Retirement Income Planning
- Educating Funding
- Business Retirement Planning (401(k), SEP, SIMPLE)
- Business Succession Planning (buy/sell strategies)
* Representatives are not tax advisors. For information regarding your specific tax situation, please consult a tax advisor.
For questions about your investments and insurance, call Anthony at (269) 441-1538
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.
