retirement & investment center
The Service 1st Retirement & Investment Center is staffed by Missy Thomas, Gary Surak, Shawn Hays, Ed Moyer and Matt Gardill. Our team of knowledgeable and experienced financial advisors are devoted to serving all your retirement, insurance and investment needs. Combined, they have over 33 years in the financial industry, and understand the importance of a trusted partner. Rest assured Missy, Gary, Shawn, Ed and Matt will serve you with the same personalized attention you've come to expect from your credit union. Call today for a no-cost, no-obligation appointment.
Check the background of these investment professionals on FINRA’s BrokerCheck.
Designed exclusively for credit union members, and located right here at the credit union, the Service 1st Retirement & Investment Center is a full-service financial advisory program. We provide retirement, insurance and investment services to members like you. We’re here to help you and your family through a lifetime of financial planning needs - from those just starting a savings plan, to those with sizable assets looking for more sophisticated management tools
Some of the products and services available include:
- Retirement Planning
- Individual Retirement Accounts (IRA's)
- Wealth Management
- Education Funding
- Mutual Funds
- 401(k)/Pension Rollovers
- Life Insurance
- Long-Term Care Insurance
- Tax-Managed Investing*
*Representatives are not tax advisors. 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. FR-1476506.1-0416-0518