Investments 
Building Financial Strength
for your Everyday Life
... Together
This is our mission here at UnitedOne Credit Union, and there are so very many ways we can help you build financial strength throughout your life. One way is through saving or investing. You can choose from so many options to match your many reasons for investing -- your emergency cushion, a home or vacation, college, retirement, etc. You'll find a variety of traditional and non-traditional options here. Just take a look.
The Financial Services Center Is At Your Service
The Financial Services Center located at UnitedOne Credit Union offers individual and business members a great deal of knowledge, experience and financial options to satisfy all your investment needs. Representative Jason R. Muench welcomes the opportunity to get together with you for a no-cost, no-obligation meeting at your convenience, at any of our offices. Contact him at jmuench@UnitedOne.org, 684-0361 or 451-8222 or click on a "Contact a Representative" MEMBERS Financial Network link anywhere on our Web site.
Take a few minutes to browse the MEMBERS Financial Network links below for additional information on investment options including annuities, stocks and mutual funds, college savings plans, retirement planning, life insurance plans, long-term care insurance, and much more.
Representatives are registered, securities are sold, and investment advisory services offered through CUNA Brokerage Services, Inc. (CBSI), member NASD/SIPC, a registered broker/dealer and investment advisor, 2000 Heritage Way, Waverly, Iowa 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. FR010722-36DA
Retirement Planning & Retirement Funds Management
If you're looking for retirement investment assistance, we also encourage you to contact Jason Muench at the Financial Services Center, link over to our Retirement or Individual Retirement Accounts pages for additional information, or e-mail us at savings@UnitedOne.org and one of our IRA Specialists can assist you. You may be surprised at the wide variety of investment options available to fit your needs.
Options for your Everyday Life
If you want to start investing or are looking for options to satify your everyday savings needs, you may choose from UnitedOne's traditional line of Primary Savings, Mates Kids Club, eXtreme Fundz Teen Money Club, Royal M Money Market, Royal M Money Market Plus, Christmas Club, secondary savings, "Name Your Own Account," certificates and Individual Retirement Accounts (Roth, Traditional and Coverdell/Education). More information can be found on our Web site by clicking on those links, you can e-mail us at savings@UnitedOne.org, or you can call us at 684-0361 or 451-8222. Our Rates page also lists many of our account options along with their current rates.
Can't Find What You're Looking For?
If you cannot find something specific you're looking for here, please contact us at savings@UnitedOne.org, 684-0361 or 451-8222. We look forward to helping you build financial strength in 2007 and beyond!
Updated 1/24/08.
