Financial Services Center
Empowering you with the investment services you need is one of UnitedOne's primary goals. It's never too early or too late to start planning whether it's for a comfortable retirement, managing your estate, or selecting the best retirement income plan. Whether you're just starting out, raising a family, or nearing retirement, Jason Muench and Christine Zimmerman at the Financial Services Center (FSC) located at UnitedOne Credit Union can help guide you each step of the way with options that include:
- 401(k) and pension rollovers
- College funding
- Individual Retirement Accounts (IRAs)
- Retirement income planning
- Life, disability and long-term care insurance
Let our experienced professionals help you develop an investment plan that is tailored to your specific needs. To get started, contact an FSC Representative today at 920-652-2570, 920-694-3907 or online at FSC@UnitedOne.org.
Check out the winter issue of Financial Focus.
Introducing a new FSC logo! We’ve given it a fresh new look, and throughout the next few months, you’ll be seeing this logo on more materials as we approach our 15th anniversary early next year.
|Jason R. Muench, CRPC®, CFP®
Learn more about Jason
Program Sales Assistant
Learn more about Christine
Check the background of these investment professionals on FINRA's BrokerCheck.
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. 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. CHARTERED RETIREMENT PLANNING COUNSELOR™ and CRPC® are registered service marks of the College for Financial Planning®. The CFP® certification marks are not affiliated with CUNA Brokerage Service, Inc. FR-1557527.1-0716-0818