Investment, Retirement, & Trust Services
The U of I Community CU Investment, Retirement & Trust Services team is here to help you plan for and achieve your financial goals. Creating financial plans and making investment decisions is easier with a financial professional working alongside you, and you can trust that you’ll receive the respect and care you’ve come to expect as a credit union member. We’re committed to making the road ahead smoother for you and empowering you to create the future you want to have! Whether you’re just starting out, raising a family, or nearing retirement, our team of experts is here to guide you with member-focused financial management services.
Services are 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. For more information about CUNA Brokerage Services, Inc., please visit cunabrokerage.com
Our Financial Professionals are ready to help you with:
• 403(b) and 401(k) Rollovers
• Planning for Retirement Income
• Education Planning
• Life and Disability Insurance
• Legacy Planning
• Qualified Charitable Distributions
• Roth and Traditional IRAs
• And More...
Financial Services Team
U of I Community Credit Union Investment, Retirement & Trust Services representatives are here to assist and advise you. We offer a wide variety of products and you can always count on us for honest advice that puts your best interests first.
To help our representatives focus on your financial goals and needs, we have a support team that can get you started on the right path. Feel free to call Hermione Davis to set up an appointment or answer questions.
Check the background of these investment professionals on FINRA’s BrokerCheck.
Access your investment account
- Rollover Planning, September 28th 6PM CST (Link to Register)
- Redefining a Diversified Portfolio, October 5th 6PM CST (Link to Register)
- The 3 Transitions to Retirement, October 12th 6PM CST (Link to Register)
- Social Security, October 20th 6PM CST (Link to Register)
- Medicare, October 26th 5:30PM CST (Link to Register)
Frequently Asked Questions
Is there any cost to meet with one of your Financial Advisors?
No, this service is provided on a no-cost, no-obligation basis.
What training and credentials do your Financial Advisors have?
All of our advisors have successfully completed their Series 7 and Series 66 Securities License examinations and are also licensed for Life Insurance and Health Insurance by the State of Illinois.
Can you help me with a rollover from a 403(b) or 401(k) account?
Yes, we can help guide you through that process and provide recommendations on an extensive number of investment options for you to consider.
I’m self-employed, how can you help me with financial planning?
We can assist with financial planning strategies including SIMPLE IRAs and SEP IRAs.
How long has the credit union offered this program?
The U of I Community Credit Union launched this program in 1997 and has helped many members reach their financial and retirement goals.
Do I have to be a member of the credit union to see a Financial Advisor?
While we hope you will become a credit union member, it is not a requirement for meeting with our financial advisors.