MEMBERS Financial Services

Designed exclusively for credit union members, and located right here at Riverside FCU, the MEMBERS Financial Program offers retirement, insurance and investment programs designed to help you and your family through a lifetime of financial planning needs.

Some of the products and services available include:

  • 401(k) / Pension Rollovers
  • Retirement Planning
  • Education Funding
  • Mutual Funds
  • Life Insurance
  • Long-Term Care Insurance
  • Wealth Management
  • Tax-managed Investing

And, in the spirit of the credit union philosophy, this Program is designed to assist a wide variety of members – from those just starting a savings plan, to those with sizable assets looking for more sophisticated financial management tools.

Whether you’re looking for guidance on just one financial need you want to tackle today, or if you’re interested in putting together a comprehensive plan, please call the MEMBERS Financial Program at
(716) 909-1401 for a no-cost, no-obligation analysis with financial advisor David Goldpenny.

Click Here to visit the Investor Connection Website and speak with a financial advisor today!

Representatives are registered, securities are sold, and investment advisory services offered through CUNA Brokerage Services, Inc. (CBSI), member FINRA/SIPC, a registered broker/dealer and investment advisor, 2000 Heritage Way, Waverly, Iowa 50677, toll-free (800) 369-2862. Non-deposit investment and insurance products are not federally insured, involve investment risk, may lose value and are not obligations of or guaranteed by the financial institution. CBSI is under contract with the financial institution, through the financial services program, to make securities available to members. CUNA Brokerage Services, Inc., is a registered broker/dealer in all fifty states of the United States of America. The Representative may also be a credit union employee that accepts deposits on behalf of the financial institution.
FINRA – http://www.finra.org
SIPC – http://www.sipc.org/