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Investment Services For Members of Energy One
     
Money Matters    
Each year, thousands of people resolve to get their finances in shape for the new year. For some, it means reducing debt. For others, it means saving more money, making smarter investment decisions, or maybe even planning for retirement. If taking control of your finances is on your list of priorities this year, consider a no-cost meeting with a MEMBERS Financial Services Representative. Regardless of your income level or financial savvy, the MEMBERS Financial Services Program can offer solutions to help you meet or even establish your financial goals.

The MEMBERS Financial Services Representative is a registered and licensed professional who can point you in the right direction and help you put reasonable measures in place to meet whatever goals you want to achieve, based on your individual circumstances. He is even happy to conduct a periodic review to help keep you on track. Especially in today's economy, it's confusing to know exactly what direction you should take with your finances. Should you have an IRA? What should you do with your 401k? Will your family be taken care of if something should happen to you? How much should you start saving for retirement based on your age? These are all questions that a MEMBERS Financial Services Representative can help you answer.

To schedule your no-cost appointment with a MEMBERS Financial Services professional, call 918-699-7184. The MEMBERS Financial Services Center is located at Energy One, 4500 South 129th East Avenue, in Tulsa, Oklahoma, but a representative can also meet with you at several of our public access branches by appointment only.
     

Representatives are registered through, and securities are sold through, CUNA Brokerage Services, Inc. (CBSI), member NASD/SIPC, 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 CUNA Brokerage Services, Inc. is a registered broker/dealer in all fifty states of the United States of America. FR020310-F0C3

 
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Energy One Federal Credit Union, 220 W. 7th Street, Tulsa, OK 74119 - (918) 699-7100
©EnergyOne Federal Credit Union, 2006
Your savings federally insured to at least $100,000 and backed by the full faith and credit of the United States Government
  
We do business in accordance with the Federal Fair Housing Law and the Equal Credit Opportunity Act.