Beacon Investment Services

Were you aware that the Beacon Investment Services Center located at Beacon Credit Union makes available to our members the following services and programs?

  • Retirement Planning
  • Retirement Plan Rollovers
  • Investment Planning
  • Brokerage Accounts
  • Mutual Funds

For more information or to schedule an appointment, contact:

Mike Farner, CLU ChFC
Financial Advisor
(260) 563-7443, ext. 6415
 

 

 

Tiffany Haupert
Financial Advisor
(260) 563-7443, ext. 2038
 

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.