Retirement Services

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RETIREMENT SERVICES

Let our team help prepare you for your golden years! Whether you’ve already been saving or are just starting out, we’ll work with you to create a plan to help you reach your goals.

Focus On What Matters

GECU Investment and Trust Services1 is here to help prepare you for what matters most. You need someone that you can trust to handle and oversee your wealth and help you earn extra income while planning for retirement, the future and the futures of generations to come. Let our experienced, professional team help you customize a plan that works for you and your dreams.
Check the background of these investment professionals on FINRA's BrokerCheck.

(1)GECU Investment & Trust Services Advisors are registered representative of CUNA Brokerage Services, Inc. Representatives are registered, securities sold, advisory services offered through CUNA Brokerage Services, Inc. (CBSI), member FINRA / SIPC, a registered broker/dealer and investment advisor, which is not an affiliate of the credit union. CBSI is under contract with the financial institution to make securities available to members. Trust services available through Members Trust Company, a federal thrift regulated by the Office of the Comptroller of the Currency. 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 50 States of the United States of America.

(2)Prior to requesting a rollover from your employer-sponsored retirement account to an individual retirement account (IRA), you should consider whether the rollover is suitable for you. There may be important differences in features, costs, services, withdrawal options and other important aspects between your employer-sponsored retirement account and an IRA.

FR-2354122.1-1218-0121