INVESTMENT SERVICES
As a member of Sarasota Coastal Credit Union we want to help you meet your financial goals. We’ve partnered with Member’s Mutual of Florida – a financial management service – in order to help you organize your financial affairs and plan for the future at no cost or obligation. Through the Members Mutual of Florida Program, you have access to financial management services, and a wide range of coverages, investments and transactions all at one location.
Our Registered Representative, Becky Fisher, is able to meet with you individually at our Bee Ridge branch to discuss your needs.
We offer an array of products & services including:
DROP seminars
One on One of Group Consultations
Pre-Retirement Planning: IRA, SEP, SIMPLES, TSA, DROP
403(b) Rollovers
Health Savings Accounts (HSAs)
Investment Products:
~ Stocks
~ Mutual Funds
~ Bonds
~ Equity Trading
~ Annuities
~ Fixed Income Products
~ Educational Funding Planning: 529 Plans, Coverdell IRAs, UGMAs (Uniform Gift to Minor Act)
Financial Check-Ups
Contact our Registered Representative, Becky Fisher at (941) 907-4074.
For more information about Members Mutual of Florida, visit Members Mutual's website .
Representatives are registered, securities are sold, and investment advisory services offered through CUNA Brokerage Services, Inc. (CBSI), member FINRA/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. The Representative may also be a credit union employee that accepts deposits on behalf of the financial institution.
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