US Federal Credit Union
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Investments

US Federal members have no-cost access to US Federal CU Advisors.

They are available to evaluate your situation, provide recommendations and help in coordinating your investment and insurance choices. They'll even guide you through a number of life's tough decisions including 401(k), IRA, TSP, ESOP or 403(b) roll-overs, retirement income planning, and comprehensive financial roadmap development.

For more information, visit Investor Connection.

MEET US


Meet the US Federal CU Advisors Representatives - Bill Goldaris and Anthony Bumgarner. Contact Bill or Anthony today to see how they can help you with your insurance and investment needs.

Bill Goldaris
Financial Advisor
Vice President of Wealth Management
Chartered Retirement Planning CounselorSM CRPC®

952.736.5080
William.goldaris@cunamutual.com
Visit my web page

Anthony Bumgarner
Financial Advisor   

952.736.4942
Anthony.bumgarner@cunamutual.com
Visit my web page

SEMINARS


Thrift Savings Plan (TSP) Seminar –
A Guide for Federal Employees

Wednesday, September 17th at 7 p.m.
Please call 952-736-4906 to RSVP by 9/15/14
Hopkins Arts Center
1111 Main St
Hopkins MN 55343
 

Thrift Savings Plan (TSP) Seminar –
A Guide for Federal Employees

Wednesday, October 22nd at 7 p.m.
Please call 952-736-4906 to RSVP by 10/20/14
River Ridge Building
190 South River Ridge Circle
Burnsville MN 55337
 

Thrift Savings Plan (TSP) Seminar –
A Guide for Federal Employees

Wednesday, November 12th at 7 p.m.
Please call 952-736-4906 to RSVP by 11/10/14
LivInn Hotel – Fridley
5201 Central Ave NE
Fridley MN 55421
 

RESOURCES


Investments   Annuities  
  • Mutual Funds
  • Stocks
  • Bonds
  • Municipals
  • Variable Annuities
  • Fixed Annuities
  • Fixed Index Annuities
  • Hybrid Annuities
  • Immediate Income Annuities

 
Real Estate Investment Trusts (REITS)   Legacy & Estate Planning  
  • Traded
  • Non Traded

 
  • Beneficiary Review
  • Legacy Documents(General Guidance)

 
Managed Accounts   Education Planning and Funding  
  • Mutual Funds ?
  • Stocks / Bonds ??
  • Exchange Traded Funds (ETFs) ? ?
  • Strategies

 
  • Education Investment Account Choices
Retirement Services   Insurance Design & Procurement  
  • Planning Assistance For Any Stage -
    Accumulating for Retirement
    Preparing to Retire
    Currently Retired
  • Employer Retirement Plan Rollovers
    TSP - MNDCP - 401(k) - Pension - ESOP
    403(b) - 457 - SEP IRA - SIMPLE IRA
  • Individual Retirement Accounts
    Traditional IRA - Roth IRA - Inherited IRA
  • Self-Employed Retirement Plans
    SEP IRA - SIMPLE IRA - Solo 401(k)
  • Life
  • Buy & Sell Agreements
  • Long-Term Care
  • Key Person
  • Disability Income
  • Pension Maximization
 


 

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, IA 50677, toll-free (866) 512-6109. 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. CUNA Brokerage Services, Inc. is a registered broker/dealer in all fifty states of the United States of America. FR071224-50EB.

next steps

Open Account

  • give us a call:
    (952) 736-5000 or 1 800 345-2733
     
  • email us
      

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US FEDERAL CREDIT UNION | 1400 Riverwood Drive, Burnsville MN 55337 | 1 800-345-2733 | (952) 736-5000 | All Content © 2012 | privacy & disclosures
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