Energy One wants to help you plan for your future. The Energy One Retirement & 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.
Financial management services available to members of Energy One offer such products as mutual funds, securities (stocks, bonds, options), annuities, life insurance, long-term care, disability income insurance and more.
Financial Management Services
- Financial planning
- Wealth management
- Personal financial assessments
- Long-term care insurance
- Estate conservation
- Retirement income planning
- Wealth preservation
- Education funding (529 plans)
- Portfolio management
- Life insurance planning
Contact Greg Pendleton at 918-699-7185 to set up a complimentary, no-obligation appointment today.
Check the background of this investment professional on FINRA’s BrokerCheck.
Helping you reach your financial goals is Greg’s number one objective. Working together, he’ll help you make sound financial decisions consistent with your comfort level, investment timeline and goals. With Greg’s help, you can start small and grow, or evaluate and build upon any existing financial plans. The end result will be a strategy designed to help you build, protect, use and transfer assets in the most advantageous way. Periodically he’ll review your situation and make adjustments as needed. It just makes sense—as your life changes, so do your financial needs, and he’ll be here for you at every stage of your life.
Greg is an experienced professional who has a strong history of working with credit union members, their family and their friends. He has access to a wide variety of investment and insurance products. Specifically, he can help make sure you have answers to these key questions:
- Is your retirement money invested properly?
- Will you have enough income in retirement?
- What should you do with an existing retirement plan from a previous employer?
- How will you pay for a child’s or grandchild’s education?
- Financially, what would happen to your family if you died?
- How will you pay for long-term care?
He is a registered representative of CUNA Brokerage Services, Inc., member FINRA/SIPC. He is also a licensed representative of CMFG Life Insurance Company.
It’s easy to get started. Contact Greg today for a no-cost, no-obligation consultation.
*Energy One Retirement & Investment 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, which is not an affiliate of the credit union. 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.