FULL JUMBO (1800) XXXL (1620) XXL (1496) XL (1280) LG (960) MD (840) SM (600) XS (480)
Welcome to Opportunity

Invest

(570) 823–6836

Investments + Planning by MEMBERS Financial Services

Planning ahead for Opportunity.

Financial and investment planning services brought to you by MEMBERS Financial located at Cross Valley Federal Credit Union.¹

Look ahead 5, 10, 20 years. Where do you see yourself? In a coastal beach house? Traveling more? Retirement nest eggs? School funds for the kids?

You glimpse that future, but does your financial path ahead really map to those dreams? With know-how and strategy from MEMBERS Financial Services, it can.

Together we’ll craft a plan that’s aligned to your dreams and detail concrete moves—adjusted along the way—to make them real over time.

  • Custom-tailored retirement planning and investments
  • 401k and IRA rollover services
  • Mutual funds
  • 529 College savings plan
  • Fixed and variable annuities
* indicates required field

Meet Your investment strategy team:

James H Van Wert
James H Van Wert CFP® Vice President
Wealth Management
Trey Van Wert
Trey Van Wert Financial Advisor

Helping you work toward your financial goals, by carefully developing a plan that aligns with your specific needs, experience and time horizon, is an honor and our highest priority. Working together, we will create a customized plan focused on your key financial goals. These goals often include:

  • Wealth accumulation during your working years
  • Security and independence in your retirement
  • The transfer of assets in the most advantageous manner

Regardless of where you are in life, we have the tools and financial products that, along with your collaboration, we can combine into an appropriate assessment for you. It’s easy to get started. Please contact us for a no-cost, no-obligation initial consultation.

When emailing do not include confidential or sensitive member information such as account or social security number.

Important Disclaimers

¹ Securities and advisory services are offered through LPL Financial (LPL), a registered investment advisor and broker-dealer (member FINRA/SIPC). Insurance products are offered through LPL or its licensed affiliates. Cross Valley Federal Credit Union and MEMBERS Financial Services are not registered as a broker-dealer or investment advisor. Registered representatives of LPL offer products and services using MEMBERS Financial Services, and may also be employees of Cross Valley Federal Credit Union. These products and services are being offered through LPL or its affiliates, which are separate entities from, and not affiliates of, Cross Valley Federal Credit Union or MEMBERS Financial Services. Securities and insurance offered through LPL or its affiliates are:

Not Insured by NCUA or Any Other Government Agency Not Credit Union Guaranteed Not Credit Union Deposits or Obligations May Lose Value

The LPL Financial Registered Representative(s) associated with this site may only discuss and/or transact securities business with residents of the following states: NM, CA.

Cross Valley Federal Credit Union (“Financial Institution") provides referrals to financial professionals of LPL Financial LLC (“LPL") pursuant to an agreement that allows LPL to pay the Financial Institution for these referrals. This creates an incentive for the Financial Institution to make these referrals, resulting in a conflict of interest. The Financial Institution is not a current client of LPL for advisory services. Please click here for more detailed information.

LPL Financial Form CRS