FINANCIAL SERVICES

Professional Financial Services are available through the WEOKIE Trust & Financial Group.

WEOKIE Trust & Financial Group is a financial management program designed to help you organize financial affairs and plan for the future at no-cost or obligation. For more information please visit the CUNA Mutual Resource Center or call a WEOKIE representative at (405) 415-9732.

  • Trust Services
  • Money Management
  • Insurance Planning
  • Retirement Planning
  • Investment Planning
  • Education Funding
  • Estate Planning
  • Business Planning
  • Mutual Funds
  • Stocks/Bonds

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. Nondeposit 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.

Consumer Advocacy

WEOKIE has partnered with the consumer advocates at FoolProof to help you make wise money decisions.

Whether you open an accout at WEOKIE or not, you should bookmark these consumer sites. Each month they feature breaking consumer news, consumer features, videos and podcasts.

Our consumer sites also feature amazing buying guides on big-ticket decisions.

Juanita A McCormick
Financial Advisor
405-415-9734
8100 West Reno Ave.
Oklahoma City, OK  73127


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