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 CRPC®
Vice President - Wealth Management
Financial Advisor
Chartered Retirement Planning CounselorSM

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

Anthony Bumgarner CRPC®
Vice President - Wealth Management
Financial Advisor
Chartered Retirement Planning CounselorSM

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

SEMINARS


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
 


 

Securities sold, advisory services offered through CUNA Brokerage Services, Inc. ( CBSI ), member FINRA/SIPC, a registered broker/dealer and investment advisor. CBSI is under contract with the financial institution to make securities available to members. 2000 Heritage Way, Waverly, Iowa 50677, Toll-free 800-369-2862.Not NCUA/NCUSIF/FDIC insured, May Lose Value, No Financial Institution Guarantee. Not a deposit of any financial institution. CHARTERED RETIREMENT PLANNING COUNSELORSM and CRPC© are registered services marks of the College for Financial Planning®. CUNA Brokerage Services, Inc. is a registered broker/dealer in all fifty states of the United States of America. FR-1039829.

next steps

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  • 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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