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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 most recent issue of Financial Focus.


Financial Services Center from UnitedOne

 

Jason R. Ruench, CRPC® Christine Zimmerman FSC Support Specialist
Jason R. Muench, CRPC®, CFP®
Learn more about Jason

 

Christine Zimmerman
Program Sales Assistant
Learn more about Christine

Check the background of these investment professionals on FINRA's BrokerCheck.

 

CUNA Brokerage Services

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

Access your CUNA Brokerage Account


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