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.
Matthew Anderson
Financial Advisor
(260) 563-7443,
ext. 6416
Check the background of investment professionals on FINRA’s 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.
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*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. FR-3035345.1-0420-0522
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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Interest compounded monthly.
Individual Retirement Accounts
Save for major events in your lifeIndividual Retirement Accounts
Choose from a Traditional or Roth IRA.