Financial Services Center
What’s your money for? No matter what you answer, UnitedOne wants to empower you with the investment products and services you need. The Financial Services Center (FSC) located at UnitedOne can assist 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
Our financial professionals look forward to working with you no matter what your money is for. For more information or to set an appointment, please click on one of the representative links below.
Check out the most recent issue of Financial Focus.
|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-2197487.0-0818-0920