Investments & Financial Services
WEOKIE Trust & Financial Group
The WEOKIE Trust and Financial Group Program is offered through CUNA Brokerage Service, 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 will collaborate with you to develop a financial plan that aligns with your specific needs, experience and time horizon.
- Trust Services
- Insurance Planning
- Retirement Planning
- Investment Planning
- Education Funding
- Estate Planning
- Business Planning
- Mutual Funds
- Portfolio Management
Plan for a brighter future today with WEOKIE Trust and Financial Group!
Whether you're saving for your children's education, planning for your retirement, or securing your family's financial future; WEOKIE Trust and Financial Group can help you find strategies to address your long-term financial objectives.
Meet Our Investment Professionals
Free Virtual Financial Workshops
Join us from the comfort of your home or office as we discuss a variety of topics to increase your financial awareness. Financial education is an important aspect of any long-term plan.
Attend as many virtual workshops as you like. You’ll learn the answers to questions, including
The important rules of the road for receiving Social Security.
How can conservative investments help you face today’s economic risks?
What sources of income should you draw from and when?
How to use annuities to guarantee income for life.
How does behavioral finance affect investment decision-making?
Upcoming Virtual Workshops
Brought to you at No Cost and No Obligation by CUNA Brokerage Services, Inc.
To learn more about the background of your financial advisor, please visit FINRA's Broker Check website.
The WEOKIE Trust and Financial Group 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. For more information about CUNA Brokerage Services, Inc., please visit cunabrokerage.com.
Representatives are registered, 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. Trust services available through MEMBERS Trust Company, a federal thrift regulated by the Office of the Comptroller of the Currency. 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.