Investment & Insurance

Investments & Insurance

Trust & Investment Services through CUNA Brokerage Services, Inc.

The Credit Union gives Members access to a variety of investment and insurance products offered through CUNA Brokerage Services. For a complimentary, no-obligation consultation, contact a Financial Advisor at 800.462.8328, ext. 4116, option 2, to discuss which services best fit your needs.
 

CUNA Brokerage Services Advisor

Theresa MatistaJeremey Hill, CRPC®, RICP®


Jeremey services all 11 of our branches.


Jeremey Hill is a Financial Advisor that has over twelve years of experience within the financial services industry and has been with Schools Financial, a division of SchoolsFirst Federal Credit Union, for more than two years. He is passionate about the financial services industry and enjoys using his experience and education to make a positive impact in people's lives. He is dedicated to helping others and believes retirement income planning is an essential component of financial planning. In his free time, Jeremey enjoys spending time with his wife, Francine and dog, Bear. He also enjoys traveling, golfing, snowboarding, and attending live sporting events.

Jeremey holds the Retirement Income Certified Professional (RICP®) and Chartered Retirement Planning Counselor (CRPC®) designations.


Check the background of investment professionals associated with this site on FINRA’s BrokerCheck.

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. CBSI is a registered broker/dealer in all fifty states of the United States of America. The representative may also be a financial institution employee that accepts deposits on behalf of the financial institution.

FR-2972302.1-0220-0322