U & I are partners in this journey called life. We’re committed to making the road ahead smoother for you and empowering you to create the future you want to have! Whether you’re just starting out, raising a family, or nearing retirement, our team of experts is here to guide you with no-cost financial management services.
It’s never too early or too late to start planning ahead! We can help you plan your investments, protect your assets, and retire more comfortably. Our honest advice will help you choose the options that make the most sense for you both now and in the future.
U of I Community CU Investment, Retirement & Trust Services offers a full range of personal trust services, including asset management, wealth management, estate settlement, guardian of property and estate planning assistance. Trust services can provide protection and asset management now and after your death. Control how you want your assets managed and who you want to manage them. Get peace of mind with a comprehensive plan through our partnership with MEMBERS Trust Company.
Funding an Education
We understand how important a good education is. We know you want the best for your children, and that sometimes preparing to pay for it can be a challenge. We’ll help you plan ahead so that funding your children’s education is within reach.
We offer a variety of financial products to meet your needs.
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.
CUNA Brokerage Services, Inc., is a registered broker/dealer in all fifty states of the United States of America. Trust services available through MEMBERS Trust Company, a federal thrift regulated by the Office of the Comptroller of the Currency. CHARTERED RETIREMENT PLANNING COUNSELOR (SM) and CRPC® are registered service marks of the College for Financial Planning®. FR-1550981.1-0716-0818
WHAT OUR MEMBERS ARE SAYING
“When I first started here, I was struck by how friendly and welcoming everyone was. This was best illustrated by the fact that everyone seemed to know my name (from top down) and in some cases, my background. Months later, this friendliness is still here. This makes it a great place to work. ”
Greg, Service Center Representative
“Yesterday, I got a weird phone call from someone stating that they were from my bank and wanted my account information. I hung up immediately and walked to the Union Branch (Illini Union) and Alicia helped me by checking my account information and assuring me that I shouldn’t answer those questions over the phone. She was quite helpful. I SO appreciate the crew at the Illini Union!”