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

Tiffany Haupert

CFP®, Financial Advisor
(260) 563-7443,
ext. 2038

Check the background of investment professionals on FINRA’s BrokerCheck.

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Matthew Anderson

Financial Advisor
(260) 563-7443,
ext. 6416

Check the background of investment professionals on FINRA’s BrokerCheck.

Go To BrokerCheck

Investment Members Resource Center

Planning and saving for your future requires patience and attention…and often the help of someone you know. That’s why working with your credit union’s financial advisor in this increasingly complex environment makes sense. Your unique needs are always put first by someone dedicated to making your financial planning and savings experience both rewarding and satisfying.

  • Find current stock prices

  • Calculators

  • Planning tools

*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.

Beacon Investment Services Center 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. 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. 

The Beacon Investment 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

FR-3074328.1-0520-0622

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