Investment Planning

Make the most out of your money

The thought of investment planning can be intimidating. But don’t worry—we’re here to help you make a solid plan and guide you every step of the way.

Disclosure: The IC Investment & Retirement Services program 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 on CUNA Brokerage Services, Inc., please visit IC Investment & Retirement Services Professionals are registered representatives of CUNA Brokerage Services, Inc. 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. 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.

CBSI, AUT, GEN-3584201.1-0521-0623

*To learn more about the background of your financial advisor and the firm they work for, please visit BrokerCheck by FINRA.

IC Investment Planning

Talk to Someone You Trust

Wealth accumulation during your working years
Security and independence in your retirement
Profitable transfer of assets

Annual Investment Returns Calculator

How to Get Started

Contact a financial advisor or an IC Federal Credit Union representative at (800) 262-1001.

Or Contact Us

If you have any questions left

Main Office

300 Bemis Road, Fitchburg, MA 01420

Main Office (800) 262-1001

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