Beacon Investment Services

 


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

 

 

 

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

 

 

 

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


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


*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-2531722.1-0519-0621

Disclaimer: Links to other websites found here are provided to assist in locating information. The existence of a link between this website and another does not constitute a product endorsement by Beacon Credit Union or any of its affiliates or employees. The credit union has no responsibility for content of the websites found at these links or beyond and does not attest to the accuracy or propriety of any information located there.