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Investment Services

Talk to the Indiana Members Investment Services representatives for a wide range of retirement, 401k rollovers investment and insurance needs. The program can provide a package of protection and asset accumulation products that can help you meet your personal financial objectives...whether those objectives involve saving for a home, providing a college education, or planning a comfortable retirement.

Investment Services - Products and Services

Exceptional service from people you know, at a financial institution you trust. Together we can help you reach your financial goals.

 

Retirement Services  Insurance 
Education Planning And Funding  Wealth Management
Financial Management  Investments
Managed Accounts  Annuities

  

Gregg Perrey Indiana Members Investment Services tom wellman    
Tel: 317.610.3945
Fax: 317.610.3948
 

Gregg Perrey and Tom Wellman, The Indiana Members Investment Services Representatives, are dedicated career professionals who were carefully selected and trained to serve credit union members. They can work with you to help you achieve your personal financial goals and provide information on products and services. 


*Non-deposit investment products and services are offered through CUSO Financial Services, L.P. (“CFS”), a registered broker-dealer (Member FINRA/SIPC) and SEC Registered Investment Advisor.  Products offered through CFS: are not NCUA/NCUSIF or otherwise federally insured, are not guarantees or obligations of the credit union, and may involve investment risk including possible loss of principal. Investment Representatives are registered through CFS. The credit union has contracted with CFS to make non-deposit investment products and services available to credit union members.



 
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