Cross Valley Federal Credit Union

Retirement Planning

At Cross Valley FCU we want to help guide you along your path to retirement.

No matter where you are in life, we can provide you with the proper direction, tools, and services to help you prepare for retirement on your terms. Achieving the dream of a secure, comfortable retirement is much easier when you plan your finances. Let us help you reach your goals.

MEMBERS Financial Services

TELL US WHERE YOU WANT TO GO. WE’LL HELP YOU GET THERE.

A Message from MEMBERS Financial Services

Perhaps you’re just starting out, beginning to build the foundation for your future. Or maybe you’re an empty nester, with the newfound freedom to travel and pursue lifelong dreams. Or you might be nearing or at retirement, hoping to maintain a comfortable lifestyle while ensuring you won’t outlive your assets.

Whatever your stage of life, James H. Van Wert Jr.,CFP, and Trey Van Wert, the MEMBERS Financial Services Representatives serving Cross Valley FCU, can help, with top-notch financial and investment advice and a full spectrum of investment tools and options designed to help you achieve your dreams.

Jim and Trey have the depth of knowledge and the breadth of experience to help you get where you want to go. From a full range of offerings, they will help you choose the investment options that will help you best reach your financial goals.

At Cross Valley FCU we’ve built a wealth of trust with you. Now, trust us and Jim and Trey to help you build your wealth. To arrange a no-cost, no-obligation meeting, simply call 570.208.4520 or e-mail trey.vanwert@cunamutual.com

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.

Start Saving For Your Future Today!

Don’t miss the opportunity to prepare for a secure retirement and help pay for an education. For more information or to open an IRA, contact a member service representative or visit one of our convenient branches.