Products and Services

• Investment Representatives
• Our Product Offerings
• Request An Appointment
• Retirement Planning

OUR PRODUCT OFFERINGS

Financial Management Services:

We want to help you reach your financial goals, investment timelines, and risk tolerance levels. We provide financial analysis and services at no cost or obligation. Together, we can help you:

• Plan a savings and investment plan
• Plan to retire more comfortably
• Protect your assets and your financial future
• Fund your children’s education

Investment Products:

You have access to a comprehensive list of value-oriented products and services, including:

• Mutual Funds
• Securities Trading
• IRAs
• Fixed and Variable Annuities
• Asset Allocation
• Insurance
• And More

Representatives are registered through, and securities are sold through, and Investment Advisory services offered through CUNA Brokerage Services, Inc. (CBSI), member NASD/SIPC, A Registered Investment Advisor, 2000 Heritage Way, Waverly, Iowa 50677, toll-free (866) 512-6109. Insurance sold through licensed CUNA Mutual Life Insurance Company Representatives, and in New York, licensed insurance representatives of other companies. Nondeposit investment products are not federally insured, involve investment risk, may lose value and are not obligations of or guaranteed by the credit union. CBSI is a registered broker/dealer in all fifty states of the United States of America.

FR070816-CF6C

Investment Services Financial Advisors          VyStar Branch Locations

VyStar’s Investment & Insurance Services Website