Investments & Financial Services

WEOKIE Trust and 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

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

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.

*Representatives is neither a tax advisory nor attorney. For information regarding your specific tax situation, please consult a tax professional. For legal questions, including a discussion about estate planning, please consult your attorney.

FR-3116914.1-06920-0722

 

Meet our investment professional:

 

Juanita-McCormick-financial-planner

Juanita A McCormick

Financial Advisor

Phone: 405-415-9734

8100 West Reno Ave.
Oklahoma City, OK 73127

Check the background of this investment professional on FINRA BrokerCheck

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